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CLEARFIELD HOSPITAL PENSION PLAN 401k Plan overview

Plan NameCLEARFIELD HOSPITAL PENSION PLAN
Plan identification number 002

CLEARFIELD HOSPITAL PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

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

Company Name:CLEARFIELD HOSPITAL
Employer identification number (EIN):250979346
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CLEARFIELD HOSPITAL

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 714002

More information about CLEARFIELD HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEARFIELD HOSPITAL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBERT MCKEE
0022016-01-01ROBERT MCKEE
0022015-01-01ROBERT MCKEE
0022014-01-01ROBERT MCKEE
0022013-01-01ROBERT MCKEE
0022012-07-01ROBERT MCKEE
0022011-07-01ROBERT MCKEE
0022009-07-01JON STEEN

Plan Statistics for CLEARFIELD HOSPITAL PENSION PLAN

401k plan membership statisitcs for CLEARFIELD HOSPITAL PENSION PLAN

Measure Date Value
2020: CLEARFIELD HOSPITAL PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01355
Total number of active participants reported on line 7a of the Form 55002020-01-01172
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01137
Total of all active and inactive participants2020-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01309
Number of participants with account balances2020-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CLEARFIELD HOSPITAL PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01381
Total number of active participants reported on line 7a of the Form 55002019-01-01192
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01157
Total of all active and inactive participants2019-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01355
Number of participants with account balances2019-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CLEARFIELD HOSPITAL PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01463
Total number of active participants reported on line 7a of the Form 55002018-01-01117
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01260
Total of all active and inactive participants2018-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01381
Number of participants with account balances2018-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CLEARFIELD HOSPITAL PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01418
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01312
Total of all active and inactive participants2017-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01426
Number of participants with account balances2017-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CLEARFIELD HOSPITAL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01430
Total number of active participants reported on line 7a of the Form 55002016-01-01214
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01202
Total of all active and inactive participants2016-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01418
Number of participants with account balances2016-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CLEARFIELD HOSPITAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01379
Total number of active participants reported on line 7a of the Form 55002015-01-01330
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0199
Total of all active and inactive participants2015-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01429
Number of participants with account balances2015-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CLEARFIELD HOSPITAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01396
Total number of active participants reported on line 7a of the Form 55002014-01-01295
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0184
Total of all active and inactive participants2014-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01379
Number of participants with account balances2014-01-01379
2013: CLEARFIELD HOSPITAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01395
Total number of active participants reported on line 7a of the Form 55002013-01-01324
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01396
Number of participants with account balances2013-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CLEARFIELD HOSPITAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01436
Total number of active participants reported on line 7a of the Form 55002012-07-01266
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01129
Total of all active and inactive participants2012-07-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01395
Number of participants with account balances2012-07-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CLEARFIELD HOSPITAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01441
Total number of active participants reported on line 7a of the Form 55002011-07-01327
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01104
Total of all active and inactive participants2011-07-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01431
Number of participants with account balances2011-07-01409
2009: CLEARFIELD HOSPITAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01412
Total number of active participants reported on line 7a of the Form 55002009-07-01312
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01129
Total of all active and inactive participants2009-07-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01441
Number of participants with account balances2009-07-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0111

Financial Data on CLEARFIELD HOSPITAL PENSION PLAN

Measure Date Value
2020 : CLEARFIELD HOSPITAL PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,272,169
Total of all expenses incurred2020-12-31$721,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$701,173
Value of total assets at end of year2020-12-31$10,066,617
Value of total assets at beginning of year2020-12-31$9,516,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,383
Total interest from all sources2020-12-31$4,705
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$172,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$172,479
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$20,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$550,613
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,066,617
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,516,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,803,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,383,314
Interest earned on other investments2020-12-31$4,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$263,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$132,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,094,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$701,173
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : CLEARFIELD HOSPITAL PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,760,130
Total of all expenses incurred2019-12-31$922,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$887,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$968
Value of total assets at end of year2019-12-31$9,516,004
Value of total assets at beginning of year2019-12-31$8,678,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,472
Total interest from all sources2019-12-31$3,497
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$216,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$216,641
Administrative expenses professional fees incurred2019-12-31$13,520
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at beginning of year2019-12-31$1,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2
Administrative expenses (other) incurred2019-12-31$21,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$837,411
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,516,004
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,678,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,383,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,398,539
Interest on participant loans2019-12-31$32
Interest earned on other investments2019-12-31$3,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$132,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$278,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,539,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$968
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$887,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : CLEARFIELD HOSPITAL PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-241,623
Total of all expenses incurred2018-12-31$1,660,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,615,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$233,713
Value of total assets at end of year2018-12-31$8,678,593
Value of total assets at beginning of year2018-12-31$10,580,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,143
Total interest from all sources2018-12-31$5,700
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$212,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$212,734
Administrative expenses professional fees incurred2018-12-31$12,332
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$-4,838
Minimum employer required contribution for this plan year2018-12-31$176,799
Amount contributed by the employer to the plan for this plan year2018-12-31$181,637
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$1,587
Participant contributions at beginning of year2018-12-31$7,243
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4
Administrative expenses (other) incurred2018-12-31$31,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,901,673
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,678,593
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,580,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,398,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,184,652
Interest on participant loans2018-12-31$224
Interest earned on other investments2018-12-31$5,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$278,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$372,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-693,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$233,713
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$15,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,615,907
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : CLEARFIELD HOSPITAL PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,846,186
Total of all expenses incurred2017-12-31$785,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$758,514
Value of total corrective distributions2017-12-31$1,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$350,954
Value of total assets at end of year2017-12-31$10,580,266
Value of total assets at beginning of year2017-12-31$9,519,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,735
Total interest from all sources2017-12-31$7,420
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$195,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$195,741
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$382,114
Amount contributed by the employer to the plan for this plan year2017-12-31$382,114
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$7,243
Participant contributions at beginning of year2017-12-31$31,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$126
Administrative expenses (other) incurred2017-12-31$25,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,060,520
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,580,266
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,519,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,184,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,086,282
Interest on participant loans2017-12-31$678
Interest earned on other investments2017-12-31$6,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$372,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$354,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,292,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$350,954
Employer contributions (assets) at end of year2017-12-31$15,535
Employer contributions (assets) at beginning of year2017-12-31$46,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$758,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : CLEARFIELD HOSPITAL PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,161,759
Total of all expenses incurred2016-12-31$1,733,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,676,557
Expenses. Certain deemed distributions of participant loans2016-12-31$25,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$489,352
Value of total assets at end of year2016-12-31$9,519,746
Value of total assets at beginning of year2016-12-31$10,091,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,103
Total interest from all sources2016-12-31$7,004
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$194,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$194,891
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$468,284
Amount contributed by the employer to the plan for this plan year2016-12-31$468,284
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$31,818
Participant contributions at beginning of year2016-12-31$118,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$126
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$31,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-571,395
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,519,746
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,091,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,086,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,345,301
Interest on participant loans2016-12-31$3,199
Interest earned on other investments2016-12-31$3,805
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$1,607,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$354,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$470,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$489,352
Employer contributions (assets) at end of year2016-12-31$46,696
Employer contributions (assets) at beginning of year2016-12-31$19,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,676,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : CLEARFIELD HOSPITAL PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$520,291
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,136,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,070,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$343,299
Value of total assets at end of year2015-12-31$10,091,141
Value of total assets at beginning of year2015-12-31$10,707,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,379
Total interest from all sources2015-12-31$4,709
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$475,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$475,495
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$332,013
Amount contributed by the employer to the plan for this plan year2015-12-31$332,013
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$118,734
Participant contributions at beginning of year2015-12-31$132,743
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-616,556
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,091,141
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,707,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$62,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,345,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,610,303
Interest on participant loans2015-12-31$4,709
Value of interest in common/collective trusts at end of year2015-12-31$1,607,943
Value of interest in common/collective trusts at beginning of year2015-12-31$1,960,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-303,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$329,345
Employer contributions (assets) at end of year2015-12-31$19,163
Employer contributions (assets) at beginning of year2015-12-31$4,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,070,468
Contract administrator fees2015-12-31$3,586
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : CLEARFIELD HOSPITAL PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,319,595
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,631,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,568,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$549,881
Value of total assets at end of year2014-12-31$10,707,697
Value of total assets at beginning of year2014-12-31$11,019,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,286
Total interest from all sources2014-12-31$5,137
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$519,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$519,825
Administrative expenses professional fees incurred2014-12-31$3,835
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$549,881
Amount contributed by the employer to the plan for this plan year2014-12-31$549,881
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$132,743
Participant contributions at beginning of year2014-12-31$147,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-311,590
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,707,697
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,019,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$58,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,610,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,404,385
Interest on participant loans2014-12-31$5,137
Value of interest in common/collective trusts at end of year2014-12-31$1,960,620
Value of interest in common/collective trusts at beginning of year2014-12-31$2,463,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$244,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$549,881
Employer contributions (assets) at end of year2014-12-31$4,031
Employer contributions (assets) at beginning of year2014-12-31$3,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,568,899
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : CLEARFIELD HOSPITAL PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,266,859
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$318,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$265,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$649,054
Value of total assets at end of year2013-12-31$11,019,287
Value of total assets at beginning of year2013-12-31$9,070,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,144
Total interest from all sources2013-12-31$5,063
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$396,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$396,335
Administrative expenses professional fees incurred2013-12-31$3,079
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$772,650
Amount contributed by the employer to the plan for this plan year2013-12-31$772,650
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$147,226
Participant contributions at beginning of year2013-12-31$100,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,948,425
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,019,287
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,070,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$50,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,404,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,484,388
Interest on participant loans2013-12-31$5,063
Value of interest in common/collective trusts at end of year2013-12-31$2,463,944
Value of interest in common/collective trusts at beginning of year2013-12-31$2,482,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,216,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$649,054
Employer contributions (assets) at end of year2013-12-31$3,732
Employer contributions (assets) at beginning of year2013-12-31$3,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$265,290
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : CLEARFIELD HOSPITAL PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$844,618
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$541,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$516,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$397,833
Value of total assets at end of year2012-12-31$9,070,862
Value of total assets at beginning of year2012-12-31$8,767,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,802
Total interest from all sources2012-12-31$1,182
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$151,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$151,735
Administrative expenses professional fees incurred2012-12-31$24,802
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$405,454
Amount contributed by the employer to the plan for this plan year2012-12-31$405,454
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$100,518
Participant contributions at beginning of year2012-12-31$46,223
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$303,266
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,070,862
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,767,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,484,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,451,222
Interest on participant loans2012-12-31$1,182
Value of interest in common/collective trusts at end of year2012-12-31$2,482,061
Value of interest in common/collective trusts at beginning of year2012-12-31$2,266,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$293,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$383,826
Employer contributions (assets) at end of year2012-12-31$3,895
Employer contributions (assets) at beginning of year2012-12-31$3,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$516,550
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$128,543
Total unrealized appreciation/depreciation of assets2012-06-30$128,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$15,201
Total income from all sources (including contributions)2012-06-30$743,930
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$334,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$250,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$613,989
Value of total assets at end of year2012-06-30$8,767,596
Value of total assets at beginning of year2012-06-30$8,373,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$84,430
Total interest from all sources2012-06-30$1,398
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$84,430
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$613,989
Amount contributed by the employer to the plan for this plan year2012-06-30$613,989
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$46,223
Participant contributions at beginning of year2012-06-30$20,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$15,201
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$3,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$409,067
Value of net assets at end of year (total assets less liabilities)2012-06-30$8,767,596
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$8,358,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$6,451,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$6,463,032
Interest on participant loans2012-06-30$1,398
Value of interest in common/collective trusts at end of year2012-06-30$2,266,442
Value of interest in common/collective trusts at beginning of year2012-06-30$1,847,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$613,989
Employer contributions (assets) at end of year2012-06-30$3,709
Employer contributions (assets) at beginning of year2012-06-30$27,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$250,433
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BKD, LLP
Accountancy firm EIN2012-06-30440160260
2011 : CLEARFIELD HOSPITAL PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,326,603
Total unrealized appreciation/depreciation of assets2011-06-30$1,326,603
Total transfer of assets from this plan2011-06-30$1,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$15,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$33,149
Total income from all sources (including contributions)2011-06-30$2,105,001
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$311,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$236,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$778,188
Value of total assets at end of year2011-06-30$8,373,730
Value of total assets at beginning of year2011-06-30$6,599,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$75,619
Total interest from all sources2011-06-30$210
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
Administrative expenses professional fees incurred2011-06-30$75,619
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$778,188
Amount contributed by the employer to the plan for this plan year2011-06-30$778,188
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$20,641
Participant contributions at beginning of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$12,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$7,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$15,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$33,149
Total non interest bearing cash at end of year2011-06-30$3,202
Total non interest bearing cash at beginning of year2011-06-30$25,928
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$1,793,232
Value of net assets at end of year (total assets less liabilities)2011-06-30$8,358,529
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,566,819
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$6,463,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$5,021,425
Interest on participant loans2011-06-30$210
Value of interest in common/collective trusts at end of year2011-06-30$1,847,562
Value of interest in common/collective trusts at beginning of year2011-06-30$1,541,445
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$778,188
Employer contributions (assets) at end of year2011-06-30$27,293
Employer contributions (assets) at beginning of year2011-06-30$3,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$236,150
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 : CLEARFIELD HOSPITAL PENSION PLAN 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
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$735,232
Amount contributed by the employer to the plan for this plan year2010-06-30$735,232

Form 5500 Responses for CLEARFIELD HOSPITAL PENSION PLAN

2020: CLEARFIELD HOSPITAL PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLEARFIELD HOSPITAL PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLEARFIELD HOSPITAL PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLEARFIELD HOSPITAL PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLEARFIELD HOSPITAL PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLEARFIELD HOSPITAL PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLEARFIELD HOSPITAL PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLEARFIELD HOSPITAL PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLEARFIELD HOSPITAL PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CLEARFIELD HOSPITAL PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CLEARFIELD HOSPITAL PENSION PLAN 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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080566
Policy instance 1
Insurance contract or identification numberTA080566
Number of Individuals Covered309
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080566
Policy instance 1
Insurance contract or identification numberTA080566
Number of Individuals Covered355
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080566
Policy instance 1
Insurance contract or identification numberTA080566
Number of Individuals Covered381
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA080566
Policy instance 1
Insurance contract or identification numberTA080566
Number of Individuals Covered426
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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

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