?>
Logo

THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 401k Plan overview

Plan NameTHE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT
Plan identification number 002

THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:UNIONTOWN HOSPITAL
Employer identification number (EIN):250965588
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about UNIONTOWN HOSPITAL

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 368225

More information about UNIONTOWN HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022009-07-01JAMES PROUD JAMES PROUD2011-04-15

Plan Statistics for THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT

401k plan membership statisitcs for THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT

Measure Date Value
2022: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2022 401k membership
Total participants, beginning-of-year2022-07-011,108
Total number of active participants reported on line 7a of the Form 55002022-07-010
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-010
Number of participants with account balances2022-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2021 401k membership
Total participants, beginning-of-year2021-07-011,132
Total number of active participants reported on line 7a of the Form 55002021-07-01791
Number of retired or separated participants receiving benefits2021-07-016
Number of other retired or separated participants entitled to future benefits2021-07-01307
Total of all active and inactive participants2021-07-011,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-014
Total participants2021-07-011,108
Number of participants with account balances2021-07-011,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2020 401k membership
Total participants, beginning-of-year2020-07-011,324
Total number of active participants reported on line 7a of the Form 55002020-07-01785
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-01344
Total of all active and inactive participants2020-07-011,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-011,132
Number of participants with account balances2020-07-011,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2009: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2009 401k membership
Total participants, beginning-of-year2009-07-01975
Total number of active participants reported on line 7a of the Form 55002009-07-01887
Number of other retired or separated participants entitled to future benefits2009-07-01191
Total of all active and inactive participants2009-07-011,078
Total participants2009-07-011,078
Number of participants with account balances2009-07-011,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT

Measure Date Value
2023 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2023 401k financial data
Total transfer of assets from this plan2023-02-06$17,257,626
Total income from all sources (including contributions)2023-02-06$1,948,658
Total of all expenses incurred2023-02-06$1,167,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-06$1,110,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-06$766,474
Value of total assets at end of year2023-02-06$0
Value of total assets at beginning of year2023-02-06$16,476,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-06$57,005
Total interest from all sources2023-02-06$4,976
Total dividends received (eg from common stock, registered investment company shares)2023-02-06$325,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-06No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-06$325,257
Was this plan covered by a fidelity bond2023-02-06Yes
Value of fidelity bond cover2023-02-06$1,000,000
If this is an individual account plan, was there a blackout period2023-02-06Yes
Were there any nonexempt tranactions with any party-in-interest2023-02-06No
Administrative expenses (other) incurred2023-02-06$29,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-06No
Value of net income/loss2023-02-06$781,374
Value of net assets at end of year (total assets less liabilities)2023-02-06$0
Value of net assets at beginning of year (total assets less liabilities)2023-02-06$16,476,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-06No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-06No
Were any leases to which the plan was party in default or uncollectible2023-02-06No
Investment advisory and management fees2023-02-06$27,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-06$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-06$16,036,693
Interest earned on other investments2023-02-06$4,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-02-06$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-02-06$439,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-06$851,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-06No
Was there a failure to transmit to the plan any participant contributions2023-02-06No
Has the plan failed to provide any benefit when due under the plan2023-02-06No
Contributions received in cash from employer2023-02-06$766,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-06$1,110,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-02-06Yes
Did the plan have assets held for investment2023-02-06No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-06Yes
Opinion of an independent qualified public accountant for this plan2023-02-06Unqualified
Accountancy firm name2023-02-06FORVIS, LLP
Accountancy firm EIN2023-02-06440160260
2022 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2022 401k financial data
Total transfer of assets from this plan2022-06-30$45,606
Total income from all sources (including contributions)2022-06-30$-1,314,158
Total of all expenses incurred2022-06-30$2,985,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,896,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,330,585
Value of total assets at end of year2022-06-30$16,476,252
Value of total assets at beginning of year2022-06-30$20,821,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$89,089
Total interest from all sources2022-06-30$5,602
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$403,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$403,770
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Administrative expenses (other) incurred2022-06-30$51,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,299,652
Value of net assets at end of year (total assets less liabilities)2022-06-30$16,476,252
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$20,821,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$37,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$16,036,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$20,502,781
Interest earned on other investments2022-06-30$5,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$439,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$318,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,054,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,330,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,896,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FORVIS, LLP
Accountancy firm EIN2022-06-30440160260
2021 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$6,175,776
Total of all expenses incurred2021-06-30$2,881,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,788,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,671,622
Value of total assets at end of year2021-06-30$20,821,510
Value of total assets at beginning of year2021-06-30$17,527,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$93,780
Total interest from all sources2021-06-30$6,109
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$334,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$334,364
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Administrative expenses (other) incurred2021-06-30$53,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$3,293,823
Value of net assets at end of year (total assets less liabilities)2021-06-30$20,821,510
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$17,527,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$40,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$20,502,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$17,153,447
Interest earned on other investments2021-06-30$6,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$318,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$374,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$4,163,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,671,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,788,173
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BKD, LLP
Accountancy firm EIN2021-06-30440160260
2011 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,983,949
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$179,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$147,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,165,842
Value of total assets at end of year2011-06-30$4,942,770
Value of total assets at beginning of year2011-06-30$3,138,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$32,566
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Administrative expenses (other) incurred2011-06-30$32,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,804,077
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,942,770
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,138,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,942,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,138,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$818,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,165,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$147,306
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BKD, LLP
Accountancy firm EIN2011-06-30440160260
2010 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT

2022: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingYes
2022-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2009: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069844
Policy instance 1
Insurance contract or identification numberTA069844
Number of Individuals Covered0
Insurance policy start date2022-07-01
Insurance policy end date2023-02-06
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069844
Policy instance 1
Insurance contract or identification numberTA069844
Number of Individuals Covered1108
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069844
Policy instance 1
Insurance contract or identification numberTA069844
Number of Individuals Covered1132
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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