TEMPLE UNIVERSITY HEALTH SYSTEM INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION
401k plan membership statisitcs for TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION
| Measure | Date | Value |
|---|
| 2022: TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION 2022 401k membership |
|---|
| Market value of plan assets | 2022-06-30 | 18,064,676 |
| Acturial value of plan assets | 2022-06-30 | 18,064,676 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 10,120,222 |
| Number of terminated vested participants | 2022-06-30 | 76 |
| Fundng target for terminated vested participants | 2022-06-30 | 2,401,994 |
| Active participant vested funding target | 2022-06-30 | 1,538,674 |
| Number of active participants | 2022-06-30 | 51 |
| Total funding liabilities for active participants | 2022-06-30 | 1,538,674 |
| Total participant count | 2022-06-30 | 257 |
| Total funding target for all participants | 2022-06-30 | 14,060,890 |
| Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 0 |
| Amount remaining of carryover balance | 2022-06-30 | 0 |
| Amount remaining of prefunding balance | 2022-06-30 | 0 |
| Present value of excess contributions | 2022-06-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2022-06-30 | 0 |
| Total employer contributions | 2022-06-30 | 0 |
| Total employee contributions | 2022-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2022-06-30 | 143,289 |
| Net shortfall amortization installment of oustanding balance | 2022-06-30 | 0 |
| Waiver amortization installment | 2022-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-06-30 | 0 |
| Additional cash requirement | 2022-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 0 |
| Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
| 2021: TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 257 |
| Total of all active and inactive participants | 2021-07-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| Market value of plan assets | 2021-06-30 | 15,239,671 |
| Acturial value of plan assets | 2021-06-30 | 15,239,671 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 9,426,216 |
| Number of terminated vested participants | 2021-06-30 | 79 |
| Fundng target for terminated vested participants | 2021-06-30 | 2,891,704 |
| Active participant vested funding target | 2021-06-30 | 2,186,689 |
| Number of active participants | 2021-06-30 | 56 |
| Total funding liabilities for active participants | 2021-06-30 | 2,186,689 |
| Total participant count | 2021-06-30 | 258 |
| Total funding target for all participants | 2021-06-30 | 14,504,609 |
| Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
| Amount remaining of carryover balance | 2021-06-30 | 0 |
| Amount remaining of prefunding balance | 2021-06-30 | 0 |
| Present value of excess contributions | 2021-06-30 | 148,608 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 156,722 |
| Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
| Total employer contributions | 2021-06-30 | 0 |
| Total employee contributions | 2021-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2021-06-30 | 143,032 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 0 |
| Additional cash requirement | 2021-06-30 | 0 |
| Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
| 2020: TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 258 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 51 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 118 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 71 |
| Total of all active and inactive participants | 2020-07-01 | 240 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 17 |
| Total participants | 2020-07-01 | 257 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| Market value of plan assets | 2020-06-30 | 15,648,535 |
| Acturial value of plan assets | 2020-06-30 | 15,648,535 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 9,498,718 |
| Number of terminated vested participants | 2020-06-30 | 110 |
| Fundng target for terminated vested participants | 2020-06-30 | 3,796,459 |
| Active participant vested funding target | 2020-06-30 | 1,284,459 |
| Number of active participants | 2020-06-30 | 35 |
| Total funding liabilities for active participants | 2020-06-30 | 1,284,459 |
| Total participant count | 2020-06-30 | 265 |
| Total funding target for all participants | 2020-06-30 | 14,579,636 |
| Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
| Amount remaining of carryover balance | 2020-06-30 | 0 |
| Amount remaining of prefunding balance | 2020-06-30 | 0 |
| Present value of excess contributions | 2020-06-30 | 172,124 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 181,815 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
| Total employer contributions | 2020-06-30 | 320,000 |
| Total employee contributions | 2020-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 148,608 |
| Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-06-30 | 142,701 |
| Net shortfall amortization installment of oustanding balance | 2020-06-30 | 0 |
| Waiver amortization installment | 2020-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
| Additional cash requirement | 2020-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 148,608 |
| Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
| 2019: TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 265 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 56 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 115 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 73 |
| Total of all active and inactive participants | 2019-07-01 | 244 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 14 |
| Total participants | 2019-07-01 | 258 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| Market value of plan assets | 2019-06-30 | 15,719,453 |
| Acturial value of plan assets | 2019-06-30 | 15,719,453 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 9,008,938 |
| Number of terminated vested participants | 2019-06-30 | 115 |
| Fundng target for terminated vested participants | 2019-06-30 | 3,654,055 |
| Active participant vested funding target | 2019-06-30 | 1,307,420 |
| Number of active participants | 2019-06-30 | 39 |
| Total funding liabilities for active participants | 2019-06-30 | 1,307,420 |
| Total participant count | 2019-06-30 | 268 |
| Total funding target for all participants | 2019-06-30 | 13,970,413 |
| Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
| Amount remaining of carryover balance | 2019-06-30 | 0 |
| Amount remaining of prefunding balance | 2019-06-30 | 0 |
| Present value of excess contributions | 2019-06-30 | 246,226 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 260,606 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
| Total employer contributions | 2019-06-30 | 186,000 |
| Total employee contributions | 2019-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 172,124 |
| Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2019-06-30 | 131,836 |
| Net shortfall amortization installment of oustanding balance | 2019-06-30 | 0 |
| Waiver amortization installment | 2019-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
| Additional cash requirement | 2019-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 172,124 |
| Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
| 2018: TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 268 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 35 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 113 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 105 |
| Total of all active and inactive participants | 2018-07-01 | 253 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 12 |
| Total participants | 2018-07-01 | 265 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
| Total transfer of assets from this plan | 2022-06-30 | $12,871,833 |
| 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 | $66,717 |
| Total income from all sources (including contributions) | 2022-06-30 | $-2,476,794 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $2,649,332 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $2,417,464 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $0 |
| Value of total assets at end of year | 2022-06-30 | $0 |
| Value of total assets at beginning of year | 2022-06-30 | $18,064,676 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $231,868 |
| Total interest from all sources | 2022-06-30 | $8 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Administrative expenses professional fees incurred | 2022-06-30 | $231,868 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $0 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $66,717 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-5,126,126 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $17,997,959 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in master investment trust accounts at end of year | 2022-06-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2022-06-30 | $18,026,916 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $37,760 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $37,760 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $8 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $0 |
| Employer contributions (assets) at end of year | 2022-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $2,417,464 |
| Did the plan have assets held for investment | 2022-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | GRANT THORNTON, LLP |
| Accountancy firm EIN | 2022-06-30 | 366055558 |
| 2021 : TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $66,717 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $46,790 |
| Total income from all sources (including contributions) | 2021-06-30 | $3,894,204 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $1,084,629 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $908,652 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $0 |
| Value of total assets at end of year | 2021-06-30 | $18,064,676 |
| Value of total assets at beginning of year | 2021-06-30 | $15,235,174 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $175,977 |
| Total interest from all sources | 2021-06-30 | $3 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Administrative expenses professional fees incurred | 2021-06-30 | $175,977 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $0 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $66,717 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $46,790 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $2,809,575 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $17,997,959 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $15,188,384 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Value of interest in master investment trust accounts at end of year | 2021-06-30 | $18,026,916 |
| Value of interest in master investment trust accounts at beginning of year | 2021-06-30 | $15,066,441 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $37,760 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $8,733 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $8,733 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $3 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $0 |
| Employer contributions (assets) at end of year | 2021-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $160,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $908,652 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | GRANT THORNTON, LLP |
| Accountancy firm EIN | 2021-06-30 | 366055558 |
| 2020 : TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $46,790 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $31,335 |
| Total income from all sources (including contributions) | 2020-06-30 | $671,005 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $1,063,027 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $917,059 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $199,000 |
| Value of total assets at end of year | 2020-06-30 | $15,235,174 |
| Value of total assets at beginning of year | 2020-06-30 | $15,611,741 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $145,968 |
| Total interest from all sources | 2020-06-30 | $255 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Administrative expenses professional fees incurred | 2020-06-30 | $145,968 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $17 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $46,790 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $31,335 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $-392,022 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $15,188,384 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $15,580,406 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Value of interest in master investment trust accounts at end of year | 2020-06-30 | $15,066,441 |
| Value of interest in master investment trust accounts at beginning of year | 2020-06-30 | $15,457,335 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $8,733 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $7,389 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $7,389 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $255 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $199,000 |
| Employer contributions (assets) at end of year | 2020-06-30 | $160,000 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $147,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $917,059 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | GRANT THORNTON, LLP |
| Accountancy firm EIN | 2020-06-30 | 366055558 |
| 2019 : TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL DIVISION 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $31,335 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $39,102 |
| Total income from all sources (including contributions) | 2019-06-30 | $927,335 |
| Total loss/gain on sale of assets | 2019-06-30 | $0 |
| Total of all expenses incurred | 2019-06-30 | $1,030,116 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $882,356 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $147,000 |
| Value of total assets at end of year | 2019-06-30 | $15,611,741 |
| Value of total assets at beginning of year | 2019-06-30 | $15,722,289 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $147,760 |
| Total interest from all sources | 2019-06-30 | $486 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Administrative expenses professional fees incurred | 2019-06-30 | $147,760 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $17 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $12 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $31,335 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $39,102 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $-102,781 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $15,580,406 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $15,683,187 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Value of interest in master investment trust accounts at end of year | 2019-06-30 | $15,457,335 |
| Value of interest in master investment trust accounts at beginning of year | 2019-06-30 | $15,449,376 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $7,389 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $8,901 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $8,901 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $486 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $147,000 |
| Employer contributions (assets) at end of year | 2019-06-30 | $147,000 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $264,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $882,356 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2019-06-30 | 366055558 |
