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BRADFORD HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameBRADFORD HOSPITAL RETIREMENT PLAN
Plan identification number 001

BRADFORD HOSPITAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BRADFORD HOSPITAL
Employer identification number (EIN):250965270
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADFORD HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-04-01
0012015-04-01TIMOTHY MCNAMARA
0012014-04-01RICHARD G. BRAUN, JR
0012013-04-01
0012012-04-01TIMOTHY MCNAMARA
0012011-04-01TIMOTHY MCNAMARA
0012010-04-01TIMOTHY MCNAMARA
0012009-04-01 JOYCE MARTINEZ2011-01-18
0012009-04-01TIMOTHY MCNAMARA
0012009-04-01TIMOTHY MCNAMARA
0012009-04-01
0012009-04-01TIMOTHY MCNAMARA

Plan Statistics for BRADFORD HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for BRADFORD HOSPITAL RETIREMENT PLAN

Measure Date Value
2017: BRADFORD HOSPITAL RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-03-3117,862,630
Acturial value of plan assets2017-03-3119,348,871
Funding target for retired participants and beneficiaries receiving payment2017-03-319,539,041
Number of terminated vested participants2017-03-31315
Fundng target for terminated vested participants2017-03-316,716,731
Active participant vested funding target2017-03-316,311,772
Number of active participants2017-03-31279
Total funding liabilities for active participants2017-03-316,313,993
Total participant count2017-03-31821
Total funding target for all participants2017-03-3122,569,765
Balance at beginning of prior year after applicable adjustments2017-03-310
Prefunding balance at beginning of prior year after applicable adjustments2017-03-310
Amount remaining of carryover balance2017-03-310
Amount remaining of prefunding balance2017-03-310
Present value of excess contributions2017-03-3126,544
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-3128,230
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-310
Total employer contributions2017-03-31932,668
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-31853,829
Liquidity shortfalls end of Q12017-03-310
Liquidity shortfalls end of Q22017-03-310
Liquidity shortfalls end of Q32017-03-310
Liquidity shortfalls end of Q42017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-31100,353
Net shortfall amortization installment of oustanding balance2017-03-313,220,894
Total funding amount beforereflecting carryover/prefunding balances2017-03-31853,781
Additional cash requirement2017-03-31853,781
Contributions allocatedtoward minimum required contributions for current year2017-03-31853,829
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: BRADFORD HOSPITAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01821
Total number of active participants reported on line 7a of the Form 55002016-04-01260
Number of retired or separated participants receiving benefits2016-04-01218
Number of other retired or separated participants entitled to future benefits2016-04-01296
Total of all active and inactive participants2016-04-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-0125
Total participants2016-04-01799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-011
2015: BRADFORD HOSPITAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01836
Total number of active participants reported on line 7a of the Form 55002015-04-01279
Number of retired or separated participants receiving benefits2015-04-01209
Number of other retired or separated participants entitled to future benefits2015-04-01315
Total of all active and inactive participants2015-04-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-0118
Total participants2015-04-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-012
2014: BRADFORD HOSPITAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01850
Total number of active participants reported on line 7a of the Form 55002014-04-01300
Number of retired or separated participants receiving benefits2014-04-01204
Number of other retired or separated participants entitled to future benefits2014-04-01317
Total of all active and inactive participants2014-04-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-0115
Total participants2014-04-01836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-013
2013: BRADFORD HOSPITAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01860
Total number of active participants reported on line 7a of the Form 55002013-04-01355
Number of retired or separated participants receiving benefits2013-04-01198
Number of other retired or separated participants entitled to future benefits2013-04-01283
Total of all active and inactive participants2013-04-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-0114
Total participants2013-04-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-016
2012: BRADFORD HOSPITAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01889
Total number of active participants reported on line 7a of the Form 55002012-04-01379
Number of retired or separated participants receiving benefits2012-04-01189
Number of other retired or separated participants entitled to future benefits2012-04-01281
Total of all active and inactive participants2012-04-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-0111
Total participants2012-04-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-0118
2011: BRADFORD HOSPITAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01911
Total number of active participants reported on line 7a of the Form 55002011-04-01455
Number of retired or separated participants receiving benefits2011-04-01176
Number of other retired or separated participants entitled to future benefits2011-04-01247
Total of all active and inactive participants2011-04-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-0111
Total participants2011-04-01889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0118
2010: BRADFORD HOSPITAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01929
Total number of active participants reported on line 7a of the Form 55002010-04-01492
Number of retired or separated participants receiving benefits2010-04-01162
Number of other retired or separated participants entitled to future benefits2010-04-01249
Total of all active and inactive participants2010-04-01903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-018
Total participants2010-04-01911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-0137
2009: BRADFORD HOSPITAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01915
Total number of active participants reported on line 7a of the Form 55002009-04-01532
Number of retired or separated participants receiving benefits2009-04-01159
Number of other retired or separated participants entitled to future benefits2009-04-01209
Total of all active and inactive participants2009-04-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-014
Total participants2009-04-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0139

Financial Data on BRADFORD HOSPITAL RETIREMENT PLAN

Measure Date Value
2017 : BRADFORD HOSPITAL RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$1,179,990
Total unrealized appreciation/depreciation of assets2017-03-31$1,179,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$2,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$1,816
Total income from all sources (including contributions)2017-03-31$2,424,057
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$1,138,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$1,024,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$932,668
Value of total assets at end of year2017-03-31$19,167,683
Value of total assets at beginning of year2017-03-31$17,881,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$113,856
Total interest from all sources2017-03-31$62,179
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$249,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$88,630
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Liabilities. Value of operating payables at end of year2017-03-31$2,011
Liabilities. Value of operating payables at beginning of year2017-03-31$1,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$1,285,506
Value of net assets at end of year (total assets less liabilities)2017-03-31$19,165,672
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$17,880,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at end of year2017-03-31$3,546,179
Assets. partnership/joint venture interests at beginning of year2017-03-31$3,331,354
Investment advisory and management fees2017-03-31$25,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$12,132,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$11,257,283
Value of interest in common/collective trusts at end of year2017-03-31$2,278,383
Value of interest in common/collective trusts at beginning of year2017-03-31$2,069,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$470,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$459,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$459,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$62,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$932,668
Employer contributions (assets) at end of year2017-03-31$740,567
Employer contributions (assets) at beginning of year2017-03-31$764,547
Income. Dividends from common stock2017-03-31$249,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$1,024,695
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$53
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$48
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31LUMSDEN AND MCCORMICK
Accountancy firm EIN2017-03-31160765486
2016 : BRADFORD HOSPITAL RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-896,711
Total unrealized appreciation/depreciation of assets2016-03-31$-896,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$1,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$1,850
Total income from all sources (including contributions)2016-03-31$338,581
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$1,095,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$977,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$953,617
Value of total assets at end of year2016-03-31$17,881,982
Value of total assets at beginning of year2016-03-31$18,638,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$117,259
Total interest from all sources2016-03-31$44,518
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$237,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Administrative expenses professional fees incurred2016-03-31$84,616
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Liabilities. Value of operating payables at end of year2016-03-31$1,816
Liabilities. Value of operating payables at beginning of year2016-03-31$1,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-756,572
Value of net assets at end of year (total assets less liabilities)2016-03-31$17,880,166
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$18,636,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Assets. partnership/joint venture interests at end of year2016-03-31$3,331,354
Assets. partnership/joint venture interests at beginning of year2016-03-31$4,034,786
Investment advisory and management fees2016-03-31$32,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$11,257,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$10,649,257
Value of interest in common/collective trusts at end of year2016-03-31$2,069,140
Value of interest in common/collective trusts at beginning of year2016-03-31$2,264,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$459,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$745,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$745,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$44,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$953,617
Employer contributions (assets) at end of year2016-03-31$764,547
Employer contributions (assets) at beginning of year2016-03-31$944,379
Income. Dividends from common stock2016-03-31$237,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$977,894
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$48
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$59
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31LUMSDEN AND MCCORMICK
Accountancy firm EIN2016-03-31160765486
2015 : BRADFORD HOSPITAL RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$-5,637
Total unrealized appreciation/depreciation of assets2015-03-31$-5,637
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$1,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$1,722
Total income from all sources (including contributions)2015-03-31$1,589,469
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$1,041,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$947,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$1,185,324
Value of total assets at end of year2015-03-31$18,638,588
Value of total assets at beginning of year2015-03-31$18,090,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$94,070
Total interest from all sources2015-03-31$14,784
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$394,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$49,997
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Liabilities. Value of operating payables at end of year2015-03-31$1,850
Liabilities. Value of operating payables at beginning of year2015-03-31$1,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$548,349
Value of net assets at end of year (total assets less liabilities)2015-03-31$18,636,738
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$18,088,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Assets. partnership/joint venture interests at end of year2015-03-31$4,034,786
Assets. partnership/joint venture interests at beginning of year2015-03-31$3,745,424
Investment advisory and management fees2015-03-31$44,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$10,649,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$10,838,980
Value of interest in common/collective trusts at end of year2015-03-31$2,264,242
Value of interest in common/collective trusts at beginning of year2015-03-31$2,423,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$745,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$504,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$504,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$14,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$1,185,324
Employer contributions (assets) at end of year2015-03-31$944,379
Employer contributions (assets) at beginning of year2015-03-31$577,329
Income. Dividends from common stock2015-03-31$394,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$947,050
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$59
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$73
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31LUMSDEN AND MCCORMICK, LLP
Accountancy firm EIN2015-03-31160765486
2014 : BRADFORD HOSPITAL RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$850,959
Total unrealized appreciation/depreciation of assets2014-03-31$850,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$1,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$10,124
Total income from all sources (including contributions)2014-03-31$2,286,170
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$1,107,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$895,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$1,122,364
Value of total assets at end of year2014-03-31$18,090,111
Value of total assets at beginning of year2014-03-31$16,920,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$212,040
Total interest from all sources2014-03-31$5
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$312,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$168,554
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Liabilities. Value of operating payables at end of year2014-03-31$1,722
Liabilities. Value of operating payables at beginning of year2014-03-31$10,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$1,178,239
Value of net assets at end of year (total assets less liabilities)2014-03-31$18,088,389
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$16,910,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Assets. partnership/joint venture interests at end of year2014-03-31$3,745,424
Assets. partnership/joint venture interests at beginning of year2014-03-31$3,409,959
Investment advisory and management fees2014-03-31$43,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$10,838,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$10,871,935
Value of interest in common/collective trusts at end of year2014-03-31$2,423,774
Value of interest in common/collective trusts at beginning of year2014-03-31$2,447,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$504,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$120,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$120,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$1,122,364
Employer contributions (assets) at end of year2014-03-31$577,329
Employer contributions (assets) at beginning of year2014-03-31$70,135
Income. Dividends from common stock2014-03-31$312,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$895,891
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$73
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$65
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31LUMSDEN AND MCCORMICK, LLP
Accountancy firm EIN2014-03-31160765486
2013 : BRADFORD HOSPITAL RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$675,931
Total unrealized appreciation/depreciation of assets2013-03-31$675,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$10,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$1,859,762
Total loss/gain on sale of assets2013-03-31$26,929
Total of all expenses incurred2013-03-31$1,102,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$870,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$753,679
Value of total assets at end of year2013-03-31$16,920,274
Value of total assets at beginning of year2013-03-31$16,152,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$231,296
Total interest from all sources2013-03-31$9,781
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$391,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$162,772
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$9,113
Other income not declared elsewhere2013-03-31$2,058
Liabilities. Value of operating payables at end of year2013-03-31$10,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$757,633
Value of net assets at end of year (total assets less liabilities)2013-03-31$16,910,150
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$16,152,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Assets. partnership/joint venture interests at end of year2013-03-31$3,409,959
Assets. partnership/joint venture interests at beginning of year2013-03-31$1,503,896
Investment advisory and management fees2013-03-31$68,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$10,871,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$11,541,814
Income. Interest from US Government securities2013-03-31$9,758
Value of interest in common/collective trusts at end of year2013-03-31$2,447,723
Value of interest in common/collective trusts at beginning of year2013-03-31$2,152,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$120,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$437,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$437,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$23
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$753,679
Employer contributions (assets) at end of year2013-03-31$70,135
Employer contributions (assets) at beginning of year2013-03-31$507,564
Income. Dividends from common stock2013-03-31$391,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$870,833
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$65
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$70
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$26,929
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31LUMSDEN AND MCCORMICK, LLP
Accountancy firm EIN2013-03-31160765486
2012 : BRADFORD HOSPITAL RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$-1,676,886
Total unrealized appreciation/depreciation of assets2012-03-31$-1,676,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$807,235
Total loss/gain on sale of assets2012-03-31$831,882
Total of all expenses incurred2012-03-31$899,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$772,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,430,346
Value of total assets at end of year2012-03-31$16,152,517
Value of total assets at beginning of year2012-03-31$16,245,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$127,797
Total interest from all sources2012-03-31$101,509
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$182,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$108,183
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$9,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$11,402
Other income not declared elsewhere2012-03-31$3,896
Liabilities. Value of operating payables at beginning of year2012-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-92,580
Value of net assets at end of year (total assets less liabilities)2012-03-31$16,152,517
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$16,245,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Assets. partnership/joint venture interests at end of year2012-03-31$1,503,896
Assets. partnership/joint venture interests at beginning of year2012-03-31$0
Investment advisory and management fees2012-03-31$19,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$11,541,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$5,944,384
Income. Interest from US Government securities2012-03-31$101,442
Value of interest in common/collective trusts at end of year2012-03-31$2,152,139
Value of interest in common/collective trusts at beginning of year2012-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$437,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$264,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$264,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$2,669
Net investment gain or loss from common/collective trusts2012-03-31$-68,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$1,430,346
Employer contributions (assets) at end of year2012-03-31$507,564
Employer contributions (assets) at beginning of year2012-03-31$490,796
Income. Dividends from common stock2012-03-31$182,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$772,018
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$70
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$9,533,629
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$831,882
Aggregate carrying amount (costs) on sale of assets2012-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31LUMSDEN AND MCCORMICK, LLP
Accountancy firm EIN2012-03-31160765486
2011 : BRADFORD HOSPITAL RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$377,705
Total unrealized appreciation/depreciation of assets2011-03-31$377,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$3,358,313
Total loss/gain on sale of assets2011-03-31$553,877
Total of all expenses incurred2011-03-31$1,357,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$690,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,486,701
Value of total assets at end of year2011-03-31$16,245,097
Value of total assets at beginning of year2011-03-31$14,244,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$667,370
Total interest from all sources2011-03-31$48
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$131,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$13,160
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$11,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$12,941
Other income not declared elsewhere2011-03-31$20,176
Administrative expenses (other) incurred2011-03-31$469,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$2,000,365
Value of net assets at end of year (total assets less liabilities)2011-03-31$16,245,097
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$14,244,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$184,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$5,944,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$5,556,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$264,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$39,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$39,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$787,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$1,486,701
Employer contributions (assets) at end of year2011-03-31$490,796
Employer contributions (assets) at beginning of year2011-03-31$386,994
Income. Dividends from common stock2011-03-31$131,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$690,578
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$9,533,629
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$8,248,701
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$7,794,056
Aggregate carrying amount (costs) on sale of assets2011-03-31$7,240,179
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31LUMSDEN AND MCCORMICK, LLP
Accountancy firm EIN2011-03-31160765486
2010 : BRADFORD HOSPITAL RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for BRADFORD HOSPITAL RETIREMENT PLAN

2016: BRADFORD HOSPITAL RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BRADFORD HOSPITAL RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BRADFORD HOSPITAL RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: BRADFORD HOSPITAL RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: BRADFORD HOSPITAL RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: BRADFORD HOSPITAL RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedYes
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: BRADFORD HOSPITAL RETIREMENT PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedYes
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: BRADFORD HOSPITAL RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedYes
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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