BRADFORD HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRADFORD HOSPITAL RETIREMENT PLAN
Measure | Date | Value |
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2017: BRADFORD HOSPITAL RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-03-31 | 17,862,630 |
Acturial value of plan assets | 2017-03-31 | 19,348,871 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 9,539,041 |
Number of terminated vested participants | 2017-03-31 | 315 |
Fundng target for terminated vested participants | 2017-03-31 | 6,716,731 |
Active participant vested funding target | 2017-03-31 | 6,311,772 |
Number of active participants | 2017-03-31 | 279 |
Total funding liabilities for active participants | 2017-03-31 | 6,313,993 |
Total participant count | 2017-03-31 | 821 |
Total funding target for all participants | 2017-03-31 | 22,569,765 |
Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Amount remaining of carryover balance | 2017-03-31 | 0 |
Amount remaining of prefunding balance | 2017-03-31 | 0 |
Present value of excess contributions | 2017-03-31 | 26,544 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 28,230 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 0 |
Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
Balance of prefunding at beginning of current year | 2017-03-31 | 0 |
Total employer contributions | 2017-03-31 | 932,668 |
Total employee contributions | 2017-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 853,829 |
Liquidity shortfalls end of Q1 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 100,353 |
Net shortfall amortization installment of oustanding balance | 2017-03-31 | 3,220,894 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 853,781 |
Additional cash requirement | 2017-03-31 | 853,781 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 853,829 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for all years | 2017-03-31 | 0 |
2016: BRADFORD HOSPITAL RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 821 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 260 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 218 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 296 |
Total of all active and inactive participants | 2016-04-01 | 774 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 25 |
Total participants | 2016-04-01 | 799 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 1 |
2015: BRADFORD HOSPITAL RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 836 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 279 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 209 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 315 |
Total of all active and inactive participants | 2015-04-01 | 803 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 18 |
Total participants | 2015-04-01 | 821 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 2 |
2014: BRADFORD HOSPITAL RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 850 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 300 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 204 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 317 |
Total of all active and inactive participants | 2014-04-01 | 821 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 15 |
Total participants | 2014-04-01 | 836 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 3 |
2013: BRADFORD HOSPITAL RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 860 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 355 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 198 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 283 |
Total of all active and inactive participants | 2013-04-01 | 836 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 14 |
Total participants | 2013-04-01 | 850 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 6 |
2012: BRADFORD HOSPITAL RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 889 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 379 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 189 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 281 |
Total of all active and inactive participants | 2012-04-01 | 849 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 11 |
Total participants | 2012-04-01 | 860 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 18 |
2011: BRADFORD HOSPITAL RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 911 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 455 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 176 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 247 |
Total of all active and inactive participants | 2011-04-01 | 878 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 11 |
Total participants | 2011-04-01 | 889 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 18 |
2010: BRADFORD HOSPITAL RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-04-01 | 929 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 492 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 162 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 249 |
Total of all active and inactive participants | 2010-04-01 | 903 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 8 |
Total participants | 2010-04-01 | 911 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 37 |
2009: BRADFORD HOSPITAL RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 915 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 532 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 159 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 209 |
Total of all active and inactive participants | 2009-04-01 | 900 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 4 |
Total participants | 2009-04-01 | 904 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 39 |
Measure | Date | Value |
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2017 : BRADFORD HOSPITAL RETIREMENT PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $1,179,990 |
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $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 assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $1,138,551 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $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 year | 2017-03-31 | $19,167,683 |
Value of total assets at beginning of year | 2017-03-31 | $17,881,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $113,856 |
Total interest from all sources | 2017-03-31 | $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 year | 2017-03-31 | No |
Administrative expenses professional fees incurred | 2017-03-31 | $88,630 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $1,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Liabilities. Value of operating payables at end of year | 2017-03-31 | $2,011 |
Liabilities. Value of operating payables at beginning of year | 2017-03-31 | $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 appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $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) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-03-31 | $3,546,179 |
Assets. partnership/joint venture interests at beginning of year | 2017-03-31 | $3,331,354 |
Investment advisory and management fees | 2017-03-31 | $25,226 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $12,132,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $11,257,283 |
Value of interest in common/collective trusts at end of year | 2017-03-31 | $2,278,383 |
Value of interest in common/collective trusts at beginning of year | 2017-03-31 | $2,069,140 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $470,249 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $459,610 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $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 assets | 2017-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $932,668 |
Employer contributions (assets) at end of year | 2017-03-31 | $740,567 |
Employer contributions (assets) at beginning of year | 2017-03-31 | $764,547 |
Income. Dividends from common stock | 2017-03-31 | $249,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $1,024,695 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-03-31 | $53 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-03-31 | $48 |
Did the plan have assets held for investment | 2017-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
Accountancy firm name | 2017-03-31 | LUMSDEN AND MCCORMICK |
Accountancy firm EIN | 2017-03-31 | 160765486 |
2016 : BRADFORD HOSPITAL RETIREMENT PLAN 2016 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $-896,711 |
Total unrealized appreciation/depreciation of assets | 2016-03-31 | $-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 assets | 2016-03-31 | $0 |
Total of all expenses incurred | 2016-03-31 | $1,095,153 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $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 year | 2016-03-31 | $17,881,982 |
Value of total assets at beginning of year | 2016-03-31 | $18,638,588 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $117,259 |
Total interest from all sources | 2016-03-31 | $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 year | 2016-03-31 | No |
Administrative expenses professional fees incurred | 2016-03-31 | $84,616 |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Liabilities. Value of operating payables at end of year | 2016-03-31 | $1,816 |
Liabilities. Value of operating payables at beginning of year | 2016-03-31 | $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 appraiser | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $-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) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-03-31 | $3,331,354 |
Assets. partnership/joint venture interests at beginning of year | 2016-03-31 | $4,034,786 |
Investment advisory and management fees | 2016-03-31 | $32,643 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $11,257,283 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $10,649,257 |
Value of interest in common/collective trusts at end of year | 2016-03-31 | $2,069,140 |
Value of interest in common/collective trusts at beginning of year | 2016-03-31 | $2,264,242 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $459,610 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $745,865 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $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 assets | 2016-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $953,617 |
Employer contributions (assets) at end of year | 2016-03-31 | $764,547 |
Employer contributions (assets) at beginning of year | 2016-03-31 | $944,379 |
Income. Dividends from common stock | 2016-03-31 | $237,157 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $977,894 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-03-31 | $48 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-03-31 | $59 |
Did the plan have assets held for investment | 2016-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
Accountancy firm name | 2016-03-31 | LUMSDEN AND MCCORMICK |
Accountancy firm EIN | 2016-03-31 | 160765486 |
2015 : BRADFORD HOSPITAL RETIREMENT PLAN 2015 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $-5,637 |
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $-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 assets | 2015-03-31 | $0 |
Total of all expenses incurred | 2015-03-31 | $1,041,120 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $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 year | 2015-03-31 | $18,638,588 |
Value of total assets at beginning of year | 2015-03-31 | $18,090,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $94,070 |
Total interest from all sources | 2015-03-31 | $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 year | 2015-03-31 | No |
Administrative expenses professional fees incurred | 2015-03-31 | $49,997 |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Liabilities. Value of operating payables at end of year | 2015-03-31 | $1,850 |
Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $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 appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $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) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-03-31 | $4,034,786 |
Assets. partnership/joint venture interests at beginning of year | 2015-03-31 | $3,745,424 |
Investment advisory and management fees | 2015-03-31 | $44,073 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $10,649,257 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $10,838,980 |
Value of interest in common/collective trusts at end of year | 2015-03-31 | $2,264,242 |
Value of interest in common/collective trusts at beginning of year | 2015-03-31 | $2,423,774 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $745,865 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $504,531 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $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 assets | 2015-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $1,185,324 |
Employer contributions (assets) at end of year | 2015-03-31 | $944,379 |
Employer contributions (assets) at beginning of year | 2015-03-31 | $577,329 |
Income. Dividends from common stock | 2015-03-31 | $394,998 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $947,050 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-03-31 | $59 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-03-31 | $73 |
Did the plan have assets held for investment | 2015-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
Accountancy firm name | 2015-03-31 | LUMSDEN AND MCCORMICK, LLP |
Accountancy firm EIN | 2015-03-31 | 160765486 |
2014 : BRADFORD HOSPITAL RETIREMENT PLAN 2014 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $850,959 |
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $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 assets | 2014-03-31 | $0 |
Total of all expenses incurred | 2014-03-31 | $1,107,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $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 year | 2014-03-31 | $18,090,111 |
Value of total assets at beginning of year | 2014-03-31 | $16,920,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $212,040 |
Total interest from all sources | 2014-03-31 | $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 year | 2014-03-31 | No |
Administrative expenses professional fees incurred | 2014-03-31 | $168,554 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Liabilities. Value of operating payables at end of year | 2014-03-31 | $1,722 |
Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $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 appraiser | 2014-03-31 | No |
Value of net income/loss | 2014-03-31 | $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) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-03-31 | $3,745,424 |
Assets. partnership/joint venture interests at beginning of year | 2014-03-31 | $3,409,959 |
Investment advisory and management fees | 2014-03-31 | $43,486 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $10,838,980 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $10,871,935 |
Value of interest in common/collective trusts at end of year | 2014-03-31 | $2,423,774 |
Value of interest in common/collective trusts at beginning of year | 2014-03-31 | $2,447,723 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $504,531 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $120,457 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $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 assets | 2014-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Contributions received in cash from employer | 2014-03-31 | $1,122,364 |
Employer contributions (assets) at end of year | 2014-03-31 | $577,329 |
Employer contributions (assets) at beginning of year | 2014-03-31 | $70,135 |
Income. Dividends from common stock | 2014-03-31 | $312,842 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $895,891 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-03-31 | $73 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-03-31 | $65 |
Did the plan have assets held for investment | 2014-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Unqualified |
Accountancy firm name | 2014-03-31 | LUMSDEN AND MCCORMICK, LLP |
Accountancy firm EIN | 2014-03-31 | 160765486 |
2013 : BRADFORD HOSPITAL RETIREMENT PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $675,931 |
Total unrealized appreciation/depreciation of assets | 2013-03-31 | $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 assets | 2013-03-31 | $26,929 |
Total of all expenses incurred | 2013-03-31 | $1,102,129 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $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 year | 2013-03-31 | $16,920,274 |
Value of total assets at beginning of year | 2013-03-31 | $16,152,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $231,296 |
Total interest from all sources | 2013-03-31 | $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 year | 2013-03-31 | No |
Administrative expenses professional fees incurred | 2013-03-31 | $162,772 |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $9,113 |
Other income not declared elsewhere | 2013-03-31 | $2,058 |
Liabilities. Value of operating payables at end of year | 2013-03-31 | $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 appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $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) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-03-31 | $3,409,959 |
Assets. partnership/joint venture interests at beginning of year | 2013-03-31 | $1,503,896 |
Investment advisory and management fees | 2013-03-31 | $68,524 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $10,871,935 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $11,541,814 |
Income. Interest from US Government securities | 2013-03-31 | $9,758 |
Value of interest in common/collective trusts at end of year | 2013-03-31 | $2,447,723 |
Value of interest in common/collective trusts at beginning of year | 2013-03-31 | $2,152,139 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $120,457 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $437,921 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $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 assets | 2013-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $753,679 |
Employer contributions (assets) at end of year | 2013-03-31 | $70,135 |
Employer contributions (assets) at beginning of year | 2013-03-31 | $507,564 |
Income. Dividends from common stock | 2013-03-31 | $391,384 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $870,833 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-03-31 | $65 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-03-31 | $70 |
Did the plan have assets held for investment | 2013-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Aggregate proceeds on sale of assets | 2013-03-31 | $26,929 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
Accountancy firm name | 2013-03-31 | LUMSDEN AND MCCORMICK, LLP |
Accountancy firm EIN | 2013-03-31 | 160765486 |
2012 : BRADFORD HOSPITAL RETIREMENT PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $-1,676,886 |
Total unrealized appreciation/depreciation of assets | 2012-03-31 | $-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 assets | 2012-03-31 | $831,882 |
Total of all expenses incurred | 2012-03-31 | $899,815 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $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 year | 2012-03-31 | $16,152,517 |
Value of total assets at beginning of year | 2012-03-31 | $16,245,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $127,797 |
Total interest from all sources | 2012-03-31 | $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 year | 2012-03-31 | No |
Administrative expenses professional fees incurred | 2012-03-31 | $108,183 |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $9,113 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $11,402 |
Other income not declared elsewhere | 2012-03-31 | $3,896 |
Liabilities. Value of operating payables at beginning of year | 2012-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Value of net income/loss | 2012-03-31 | $-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) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-03-31 | $1,503,896 |
Assets. partnership/joint venture interests at beginning of year | 2012-03-31 | $0 |
Investment advisory and management fees | 2012-03-31 | $19,614 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $11,541,814 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $5,944,384 |
Income. Interest from US Government securities | 2012-03-31 | $101,442 |
Value of interest in common/collective trusts at end of year | 2012-03-31 | $2,152,139 |
Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $437,921 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $264,886 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $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 trusts | 2012-03-31 | $-68,190 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Contributions received in cash from employer | 2012-03-31 | $1,430,346 |
Employer contributions (assets) at end of year | 2012-03-31 | $507,564 |
Employer contributions (assets) at beginning of year | 2012-03-31 | $490,796 |
Income. Dividends from common stock | 2012-03-31 | $182,009 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $772,018 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-03-31 | $70 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-03-31 | $9,533,629 |
Did the plan have assets held for investment | 2012-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Aggregate proceeds on sale of assets | 2012-03-31 | $831,882 |
Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Unqualified |
Accountancy firm name | 2012-03-31 | LUMSDEN AND MCCORMICK, LLP |
Accountancy firm EIN | 2012-03-31 | 160765486 |
2011 : BRADFORD HOSPITAL RETIREMENT PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $377,705 |
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $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 assets | 2011-03-31 | $553,877 |
Total of all expenses incurred | 2011-03-31 | $1,357,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $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 year | 2011-03-31 | $16,245,097 |
Value of total assets at beginning of year | 2011-03-31 | $14,244,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $667,370 |
Total interest from all sources | 2011-03-31 | $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 year | 2011-03-31 | No |
Administrative expenses professional fees incurred | 2011-03-31 | $13,160 |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $11,402 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $12,941 |
Other income not declared elsewhere | 2011-03-31 | $20,176 |
Administrative expenses (other) incurred | 2011-03-31 | $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 appraiser | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $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) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Investment advisory and management fees | 2011-03-31 | $184,555 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $5,944,384 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $5,556,546 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $264,886 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $39,550 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $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 assets | 2011-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Contributions received in cash from employer | 2011-03-31 | $1,486,701 |
Employer contributions (assets) at end of year | 2011-03-31 | $490,796 |
Employer contributions (assets) at beginning of year | 2011-03-31 | $386,994 |
Income. Dividends from common stock | 2011-03-31 | $131,973 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $690,578 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-03-31 | $9,533,629 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-03-31 | $8,248,701 |
Did the plan have assets held for investment | 2011-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Aggregate proceeds on sale of assets | 2011-03-31 | $7,794,056 |
Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $7,240,179 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
Accountancy firm name | 2011-03-31 | LUMSDEN AND MCCORMICK, LLP |
Accountancy firm EIN | 2011-03-31 | 160765486 |
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 securities | 2010-03-31 | $0 |