?>
Logo

THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 401k Plan overview

Plan NameTHE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN
Plan identification number 002

THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GUTHRIE TOWANDA MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:GUTHRIE TOWANDA MEMORIAL HOSPITAL
Employer identification number (EIN):240786657
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-07-01LINDA BERRY LINDA BERRY2018-03-19
0022015-07-01SHAWN MADIGAN SHAWN MADIGAN2017-03-20
0022014-07-01SHAWN MADIGAN SHAWN MADIGAN2016-04-10
0022013-07-01SHAWN MADIGAN SHAWN MADIGAN2015-04-02
0022012-07-01SHAWN MADIGAN SHAWN MADIGAN2014-04-15
0022011-07-01SHAWN MADIGAN SHAWN MADIGAN2013-03-19
0022010-07-01SHAWN MADIGAN SHAWN MADIGAN2012-04-16

Plan Statistics for THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN

401k plan membership statisitcs for THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN

Measure Date Value
2016: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01459
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-010
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01464
Total number of active participants reported on line 7a of the Form 55002015-07-01457
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-019
Total of all active and inactive participants2015-07-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01466
Number of participants with account balances2015-07-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01492
Total number of active participants reported on line 7a of the Form 55002014-07-01458
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-016
Total of all active and inactive participants2014-07-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01464
Number of participants with account balances2014-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01491
Total number of active participants reported on line 7a of the Form 55002013-07-01482
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-015
Total of all active and inactive participants2013-07-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01487
Number of participants with account balances2013-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01490
Total number of active participants reported on line 7a of the Form 55002012-07-01519
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-013
Total of all active and inactive participants2012-07-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01522
Number of participants with account balances2012-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01419
Total number of active participants reported on line 7a of the Form 55002011-07-01431
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-012
Total of all active and inactive participants2011-07-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01433
Number of participants with account balances2011-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01418
Total number of active participants reported on line 7a of the Form 55002010-07-01392
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-011
Total of all active and inactive participants2010-07-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01393
Number of participants with account balances2010-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0110

Financial Data on THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN

Measure Date Value
2017 : THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-05-15$-1,129
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-15$0
Total unrealized appreciation/depreciation of assets2017-05-15$-1,129
Total transfer of assets to this plan2017-05-15$0
Total transfer of assets from this plan2017-05-15$8,783,204
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-15$0
Expenses. Interest paid2017-05-15$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-05-15$0
Total income from all sources (including contributions)2017-05-15$1,417,721
Total loss/gain on sale of assets2017-05-15$0
Total of all expenses incurred2017-05-15$804,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-15$783,215
Value of total corrective distributions2017-05-15$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-15$594,325
Value of total assets at end of year2017-05-15$0
Value of total assets at beginning of year2017-05-15$8,169,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-15$20,822
Total income from rents2017-05-15$0
Total interest from all sources2017-05-15$3,777
Total dividends received (eg from common stock, registered investment company shares)2017-05-15$133,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-15No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-15$133,609
Assets. Real estate other than employer real property at end of year2017-05-15$0
Assets. Real estate other than employer real property at beginning of year2017-05-15$0
Administrative expenses professional fees incurred2017-05-15$0
Was this plan covered by a fidelity bond2017-05-15Yes
Value of fidelity bond cover2017-05-15$500,000
If this is an individual account plan, was there a blackout period2017-05-15Yes
Were there any nonexempt tranactions with any party-in-interest2017-05-15No
Amount of non-exempt transactions with any party-in-interest2017-05-15$0
Contributions received from participants2017-05-15$416,688
Participant contributions at end of year2017-05-15$0
Participant contributions at beginning of year2017-05-15$0
Assets. Other investments not covered elsewhere at end of year2017-05-15$0
Assets. Other investments not covered elsewhere at beginning of year2017-05-15$0
Income. Received or receivable in cash from other sources (including rollovers)2017-05-15$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-05-15$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-15$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-15$914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-15$0
Other income not declared elsewhere2017-05-15$39,088
Administrative expenses (other) incurred2017-05-15$0
Liabilities. Value of operating payables at beginning of year2017-05-15$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-15No
Income. Non cash contributions2017-05-15$0
Value of net income/loss2017-05-15$613,684
Value of net assets at end of year (total assets less liabilities)2017-05-15$0
Value of net assets at beginning of year (total assets less liabilities)2017-05-15$8,169,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-15No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-15No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-05-15$0
Were any leases to which the plan was party in default or uncollectible2017-05-15No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-05-15$0
Investment advisory and management fees2017-05-15$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-15$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-15$7,784,121
Income. Interest from loans (other than to participants)2017-05-15$0
Interest earned on other investments2017-05-15$3,777
Income. Interest from US Government securities2017-05-15$0
Income. Interest from corporate debt instruments2017-05-15$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-15$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-15$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-15$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-15$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-15$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-15$384,485
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-15$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-15$648,051
Net investment gain/loss from pooled separate accounts2017-05-15$0
Net investment gain or loss from common/collective trusts2017-05-15$0
Net gain/loss from 103.12 investment entities2017-05-15$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-15No
Was there a failure to transmit to the plan any participant contributions2017-05-15No
Has the plan failed to provide any benefit when due under the plan2017-05-15No
Contributions received in cash from employer2017-05-15$177,637
Employer contributions (assets) at end of year2017-05-15$0
Employer contributions (assets) at beginning of year2017-05-15$0
Income. Dividends from preferred stock2017-05-15$0
Income. Dividends from common stock2017-05-15$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-15$783,215
Contract administrator fees2017-05-15$20,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-15Yes
Liabilities. Value of benefit claims payable at beginning of year2017-05-15$0
Did the plan have assets held for investment2017-05-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-15Yes
Aggregate proceeds on sale of assets2017-05-15$0
Aggregate carrying amount (costs) on sale of assets2017-05-15$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-05-15$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-15Yes
Opinion of an independent qualified public accountant for this plan2017-05-15Disclaimer
Accountancy firm name2017-05-15BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2017-05-15390859910
2016 : THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Expenses. Interest paid2016-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$0
Total income from all sources (including contributions)2016-06-30$733,048
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$786,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$766,234
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$818,383
Value of total assets at end of year2016-06-30$8,169,520
Value of total assets at beginning of year2016-06-30$8,223,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$20,537
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$4,297
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$506,664
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$506,664
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
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
Amount of non-exempt transactions with any party-in-interest2016-06-30$0
Contributions received from participants2016-06-30$546,418
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$34,871
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$1,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$-53,723
Value of net assets at end of year (total assets less liabilities)2016-06-30$8,169,520
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$8,223,243
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-06-30$0
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,784,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$7,861,233
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$4,297
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$37,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$37,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$384,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$322,889
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-596,296
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$237,094
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$766,234
Contract administrator fees2016-06-30$20,537
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
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 : THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Expenses. Interest paid2015-06-30$0
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$0
Total income from all sources (including contributions)2015-06-30$1,140,108
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$423,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$396,898
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$984,847
Value of total assets at end of year2015-06-30$8,223,243
Value of total assets at beginning of year2015-06-30$7,506,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$26,635
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$3,989
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$388,582
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$388,582
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
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
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$693,443
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$23,814
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$1,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$1,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$1,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$825
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$716,575
Value of net assets at end of year (total assets less liabilities)2015-06-30$8,223,243
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,506,668
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$7,861,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$7,174,022
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$3,989
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$37,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$39,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$39,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$322,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$291,232
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-238,135
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$267,590
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$395,117
Contract administrator fees2015-06-30$26,635
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
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 name2015-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-06-30390859910
2014 : THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Expenses. Interest paid2014-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$0
Total income from all sources (including contributions)2014-06-30$4,903,111
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,178,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,139,213
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,920,903
Value of total assets at end of year2014-06-30$7,506,668
Value of total assets at beginning of year2014-06-30$3,782,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$39,322
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$3,079
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$82,456
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$82,456
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
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
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$645,724
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$23,039
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$3,005,046
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$1,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$8,799
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$3,724,576
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,506,668
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,782,092
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$7,174,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,558,712
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$3,079
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$39,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$76,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$76,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$291,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$111,977
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$887,874
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$270,133
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$10,252
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,139,213
Contract administrator fees2014-06-30$39,322
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
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 name2014-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-06-30390859910
2013 : THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,302,419
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$301,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$278,100
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$966,021
Value of total assets at end of year2013-06-30$3,782,092
Value of total assets at beginning of year2013-06-30$2,781,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$23,652
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$1,439
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$34,038
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$34,038
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
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
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$544,980
Participant contributions at end of year2013-06-30$23,039
Participant contributions at beginning of year2013-06-30$19,341
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$167,568
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$1,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$7,120
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables 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
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$1,000,667
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,782,092
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,781,425
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,558,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,599,829
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$1,439
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$76,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$78,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$78,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$111,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$73,490
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$293,801
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$253,473
Employer contributions (assets) at end of year2013-06-30$10,252
Employer contributions (assets) at beginning of year2013-06-30$9,091
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$278,100
Contract administrator fees2013-06-30$23,652
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
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 name2013-06-30PARENTEBEARD, LLC
Accountancy firm EIN2013-06-30232932984
2012 : THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$954,129
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$48,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$37,201
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$929,995
Value of total assets at end of year2012-06-30$2,781,425
Value of total assets at beginning of year2012-06-30$1,875,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$11,156
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$1,664
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$18,755
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$18,755
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
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
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$478,520
Participant contributions at end of year2012-06-30$19,341
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$209,100
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$1,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$1,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$905,772
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,781,425
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,875,653
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,599,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,750,670
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$1,664
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$78,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$48,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$48,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$73,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$75,084
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$3,715
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$242,375
Employer contributions (assets) at end of year2012-06-30$9,091
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$37,201
Contract administrator fees2012-06-30$11,156
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
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 name2012-06-30PARENTEBEARD, LLC
Accountancy firm EIN2012-06-30232932984
2011 : THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$983,932
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$143,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$133,162
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$728,625
Value of total assets at end of year2011-06-30$1,875,653
Value of total assets at beginning of year2011-06-30$1,035,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$10,816
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$831
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$5,347
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$5,347
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
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
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$365,354
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$219,131
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$1,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$-314
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$12
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
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$839,954
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,875,653
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,035,699
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,750,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,021,708
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$831
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$48,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$13,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$13,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$75,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$249,443
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$144,140
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$133,162
Contract administrator fees2011-06-30$10,816
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
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$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
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 name2011-06-30PARENTEBEARD, LLC
Accountancy firm EIN2011-06-30232932984

Form 5500 Responses for THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN

2016: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingYes
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE MEMORIAL HOSPITAL, INC. OF TOWANDA, PA 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01First time form 5500 has been submittedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered466
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $847
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $847
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameKREISCHER, PAUL E.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered464
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $716
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $716
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameKREISCHER, PAUL E.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered487
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $10,163
Total amount of fees paid to insurance companyUSD $476
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,163
Amount paid for insurance broker fees476
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameKREISCHER, PAUL E.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered522
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,886
Total amount of fees paid to insurance companyUSD $334
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,886
Amount paid for insurance broker fees334
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameKREISCHER, PAUL E.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered433
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,705
Total amount of fees paid to insurance companyUSD $114
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered393
Insurance policy start date2010-11-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $764
Total amount of fees paid to insurance companyUSD $25
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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