401k Plan data: UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN plan

UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan Name	UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN
Plan identification number	003

UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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 UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01

Plan Statistics for UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN

Measure Date Value
2023: UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,239
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,170
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 892
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 336
Total of all active and inactive participants 2022-01-01 1,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 1,239
Number of participants with account balances 2022-01-01 1,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,205
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 795
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 367
Total of all active and inactive participants 2021-01-01 1,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 1,170
Number of participants with account balances 2021-01-01 1,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2023: UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,239
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,170
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	892
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	336
Total of all active and inactive participants	2022-01-01	1,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	1,239
Number of participants with account balances	2022-01-01	1,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,205
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	795
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	367
Total of all active and inactive participants	2021-01-01	1,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	1,170
Number of participants with account balances	2021-01-01	1,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN

Measure	Date	Value
2023 : UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2023 401k financial data
Total transfer of assets from this plan	2023-02-06	$37,104,922
Total income from all sources (including contributions)	2023-02-06	$2,258,760
Total of all expenses incurred	2023-02-06	$741,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-02-06	$728,200
Value of total assets at end of year	2023-02-06	$0
Value of total assets at beginning of year	2023-02-06	$35,587,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-02-06	$12,956
Total interest from all sources	2023-02-06	$5,040
Total dividends received (eg from common stock, registered investment company shares)	2023-02-06	$1,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-02-06	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-02-06	$1,961
Was this plan covered by a fidelity bond	2023-02-06	Yes
Value of fidelity bond cover	2023-02-06	$1,000,000
If this is an individual account plan, was there a blackout period	2023-02-06	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-02-06	No
Participant contributions at end of year	2023-02-06	$0
Participant contributions at beginning of year	2023-02-06	$478,109
Participant contributions at end of year	2023-02-06	$0
Participant contributions at beginning of year	2023-02-06	$74,570
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-02-06	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-02-06	$679
Administrative expenses (other) incurred	2023-02-06	$4,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-06	No
Value of net income/loss	2023-02-06	$1,517,604
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	$35,587,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-02-06	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-02-06	No
Were any leases to which the plan was party in default or uncollectible	2023-02-06	No
Investment advisory and management fees	2023-02-06	$8,915
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-02-06	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-02-06	$33,188,062
Interest on participant loans	2023-02-06	$1,710
Interest earned on other investments	2023-02-06	$3,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-02-06	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-02-06	$1,845,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-02-06	$2,251,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-02-06	No
Was there a failure to transmit to the plan any participant contributions	2023-02-06	No
Has the plan failed to provide any benefit when due under the plan	2023-02-06	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-02-06	$728,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-02-06	Yes
Did the plan have assets held for investment	2023-02-06	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-06	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-02-06	Yes
Opinion of an independent qualified public accountant for this plan	2023-02-06	Unqualified
Accountancy firm name	2023-02-06	FORVIS, LLP
Accountancy firm EIN	2023-02-06	440160260
2022 : UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total transfer of assets from this plan	2022-12-31	$230,152
Total income from all sources (including contributions)	2022-12-31	$-5,149,243
Total of all expenses incurred	2022-12-31	$7,206,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,107,827
Expenses. Certain deemed distributions of participant loans	2022-12-31	$7,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,136,160
Value of total assets at end of year	2022-12-31	$35,587,318
Value of total assets at beginning of year	2022-12-31	$48,173,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$91,366
Total interest from all sources	2022-12-31	$48,144
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$757,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$757,258
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,027,570
Participant contributions at end of year	2022-12-31	$478,109
Participant contributions at beginning of year	2022-12-31	$650,640
Participant contributions at end of year	2022-12-31	$74,570
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$108,590
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$943
Administrative expenses (other) incurred	2022-12-31	$55,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-12,355,742
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$35,587,318
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$48,173,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$35,525
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$33,188,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$46,466,707
Interest on participant loans	2022-12-31	$20,079
Interest earned on other investments	2022-12-31	$28,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,845,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,054,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,090,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,107,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total transfer of assets from this plan	2021-12-31	$270,001
Total income from all sources (including contributions)	2021-12-31	$7,712,927
Total of all expenses incurred	2021-12-31	$6,199,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,095,899
Expenses. Certain deemed distributions of participant loans	2021-12-31	$11,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,158,447
Value of total assets at end of year	2021-12-31	$48,173,212
Value of total assets at beginning of year	2021-12-31	$46,929,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$92,281
Total interest from all sources	2021-12-31	$42,970
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$842,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$842,365
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,091,655
Participant contributions at end of year	2021-12-31	$650,640
Participant contributions at beginning of year	2021-12-31	$722,731
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$66,792
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$994
Administrative expenses (other) incurred	2021-12-31	$56,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,513,629
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$48,173,212
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$46,929,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$35,585
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$46,466,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$45,166,460
Interest on participant loans	2021-12-31	$25,501
Interest earned on other investments	2021-12-31	$17,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,054,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,039,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,669,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,095,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260

Form 5500 Responses for UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN

2023: UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNIONTOWN HOSPITAL TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

TA069843

Policy instance

Insurance contract or identification number	TA069843
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-02-06
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 number

TA069843

Policy instance

Insurance contract or identification number	TA069843
Number of Individuals Covered	1061
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

TA069843

Policy instance

Insurance contract or identification number	TA069843
Number of Individuals Covered	1042
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

UNIONTOWN HOSPITAL FLEXIBLE BENEFITS PLAN [EIN = 251451183]

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

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

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