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PH - CLEARFIELD HOSPITAL 403(B) PLAN 401k Plan overview

Plan NamePH - CLEARFIELD HOSPITAL 403(B) PLAN
Plan identification number 003

PH - CLEARFIELD HOSPITAL 403(B) PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 PH - CLEARFIELD HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ROBERT MCKEE
0032016-01-01ROBERT MCKEE
0032015-01-01ROBERT MCKEE
0032014-01-01ROBERT MCKEE
0032013-01-01ROBERT MCKEE
0032012-01-01ROBERT MCKEE
0032011-01-01ROBERT MCKEE
0032009-01-01JON STEEN

Plan Statistics for PH - CLEARFIELD HOSPITAL 403(B) PLAN

401k plan membership statisitcs for PH - CLEARFIELD HOSPITAL 403(B) PLAN

Measure Date Value
2020: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01528
Total number of active participants reported on line 7a of the Form 55002020-01-01304
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01338
Total of all active and inactive participants2020-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01657
Number of participants with account balances2020-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01543
Total number of active participants reported on line 7a of the Form 55002019-01-01228
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-01276
Total of all active and inactive participants2019-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01527
Number of participants with account balances2019-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01557
Total number of active participants reported on line 7a of the Form 55002018-01-01247
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01280
Total of all active and inactive participants2018-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01543
Number of participants with account balances2018-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01584
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01308
Total of all active and inactive participants2017-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01555
Number of participants with account balances2017-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01638
Total number of active participants reported on line 7a of the Form 55002016-01-01332
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01240
Total of all active and inactive participants2016-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01584
Number of participants with account balances2016-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01685
Total number of active participants reported on line 7a of the Form 55002015-01-01364
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01263
Total of all active and inactive participants2015-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01638
Number of participants with account balances2015-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01713
Total number of active participants reported on line 7a of the Form 55002014-01-01420
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01257
Total of all active and inactive participants2014-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01685
Number of participants with account balances2014-01-01655
2013: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01730
Total number of active participants reported on line 7a of the Form 55002013-01-01472
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01235
Total of all active and inactive participants2013-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01713
Number of participants with account balances2013-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01760
Total number of active participants reported on line 7a of the Form 55002012-01-01348
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01382
Total of all active and inactive participants2012-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01730
Number of participants with account balances2012-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01770
Total number of active participants reported on line 7a of the Form 55002011-01-01355
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01405
Total of all active and inactive participants2011-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01760
Number of participants with account balances2011-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01730
Total number of active participants reported on line 7a of the Form 55002009-01-01539
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01235
Total of all active and inactive participants2009-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01774
Number of participants with account balances2009-01-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PH - CLEARFIELD HOSPITAL 403(B) PLAN

Measure Date Value
2020 : PH - CLEARFIELD HOSPITAL 403(B) PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$385,343
Total income from all sources (including contributions)2020-12-31$4,229,965
Total of all expenses incurred2020-12-31$2,551,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,498,985
Expenses. Certain deemed distributions of participant loans2020-12-31$6,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$971,277
Value of total assets at end of year2020-12-31$28,224,718
Value of total assets at beginning of year2020-12-31$26,931,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,538
Total interest from all sources2020-12-31$66,552
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$448,081
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$448,081
Administrative expenses professional fees incurred2020-12-31$150
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$575,026
Participant contributions at end of year2020-12-31$434,231
Participant contributions at beginning of year2020-12-31$467,530
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,423
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,003,079
Administrative expenses (other) incurred2020-12-31$46,388
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$1,678,265
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,224,718
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,931,796
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$25,814,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,784,290
Interest on participant loans2020-12-31$26,237
Interest earned on other investments2020-12-31$40,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,974,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,676,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,744,055
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
Contributions received in cash from employer2020-12-31$385,828
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,498,985
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 : PH - CLEARFIELD HOSPITAL 403(B) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$7,002,875
Total transfer of assets to this plan2019-12-31$7,002,875
Total income from all sources (including contributions)2019-12-31$3,995,140
Total income from all sources (including contributions)2019-12-31$3,995,140
Total of all expenses incurred2019-12-31$1,615,269
Total of all expenses incurred2019-12-31$1,615,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,561,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,561,706
Expenses. Certain deemed distributions of participant loans2019-12-31$15,696
Expenses. Certain deemed distributions of participant loans2019-12-31$15,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$783,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$783,981
Value of total assets at end of year2019-12-31$26,931,796
Value of total assets at end of year2019-12-31$26,931,796
Value of total assets at beginning of year2019-12-31$17,549,050
Value of total assets at beginning of year2019-12-31$17,549,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,867
Total interest from all sources2019-12-31$63,277
Total interest from all sources2019-12-31$63,277
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$442,487
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$442,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$442,487
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$442,487
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$392,826
Contributions received from participants2019-12-31$392,826
Participant contributions at end of year2019-12-31$467,530
Participant contributions at end of year2019-12-31$467,530
Participant contributions at beginning of year2019-12-31$499,927
Participant contributions at beginning of year2019-12-31$499,927
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$14,642
Participant contributions at beginning of year2019-12-31$14,642
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$66,508
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$66,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,003,079
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,003,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,381
Administrative expenses (other) incurred2019-12-31$37,739
Administrative expenses (other) incurred2019-12-31$37,739
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
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$2,379,871
Value of net income/loss2019-12-31$2,379,871
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,931,796
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,931,796
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,549,050
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,549,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$128
Investment advisory and management fees2019-12-31$128
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,784,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,784,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,431,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,431,940
Interest on participant loans2019-12-31$26,394
Interest on participant loans2019-12-31$26,394
Interest earned on other investments2019-12-31$36,883
Interest earned on other investments2019-12-31$36,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,676,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,676,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,584,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,584,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,705,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,705,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$324,647
Contributions received in cash from employer2019-12-31$324,647
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$16,574
Employer contributions (assets) at beginning of year2019-12-31$16,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,561,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,561,706
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
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 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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : PH - CLEARFIELD HOSPITAL 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,165
Total of all expenses incurred2018-12-31$731,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$673,423
Expenses. Certain deemed distributions of participant loans2018-12-31$15,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$812,682
Value of total assets at end of year2018-12-31$17,549,050
Value of total assets at beginning of year2018-12-31$18,279,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,970
Total interest from all sources2018-12-31$54,509
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$382,981
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$382,981
Administrative expenses professional fees incurred2018-12-31$4,750
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$378,660
Participant contributions at end of year2018-12-31$499,927
Participant contributions at beginning of year2018-12-31$479,778
Participant contributions at end of year2018-12-31$14,642
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$740
Administrative expenses (other) incurred2018-12-31$38,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-730,459
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,549,050
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,279,509
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
Investment advisory and management fees2018-12-31$160
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,431,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,113,730
Interest on participant loans2018-12-31$23,715
Interest earned on other investments2018-12-31$30,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,584,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,685,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,249,007
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$434,022
Employer contributions (assets) at end of year2018-12-31$16,574
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$673,423
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 : PH - CLEARFIELD HOSPITAL 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,181,972
Total of all expenses incurred2017-12-31$1,287,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,245,024
Expenses. Certain deemed distributions of participant loans2017-12-31$928
Value of total corrective distributions2017-12-31$2,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$850,858
Value of total assets at end of year2017-12-31$18,279,509
Value of total assets at beginning of year2017-12-31$16,384,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,292
Total interest from all sources2017-12-31$50,201
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$306,587
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$306,587
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$369,243
Participant contributions at end of year2017-12-31$479,778
Participant contributions at beginning of year2017-12-31$389,810
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$14,140
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,534
Administrative expenses (other) incurred2017-12-31$39,292
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$1,894,537
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,279,509
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,384,972
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$16,113,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,992,173
Interest on participant loans2017-12-31$18,141
Interest earned on other investments2017-12-31$32,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,685,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,969,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,974,326
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$477,644
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$18,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,245,024
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 : PH - CLEARFIELD HOSPITAL 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,331,721
Total of all expenses incurred2016-12-31$1,768,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,709,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$852,213
Value of total assets at end of year2016-12-31$16,384,972
Value of total assets at beginning of year2016-12-31$15,821,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,083
Total interest from all sources2016-12-31$44,366
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$275,545
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$275,545
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$352,394
Participant contributions at end of year2016-12-31$389,810
Participant contributions at beginning of year2016-12-31$394,236
Participant contributions at end of year2016-12-31$14,140
Participant contributions at beginning of year2016-12-31$7,916
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$52,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$59,083
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$563,347
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,384,972
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,821,625
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$13,992,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,786,098
Interest on participant loans2016-12-31$18,375
Interest earned on other investments2016-12-31$25,991
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$9,608,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,969,208
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$1,159,597
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$447,617
Employer contributions (assets) at end of year2016-12-31$18,107
Employer contributions (assets) at beginning of year2016-12-31$19,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,709,291
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 : PH - CLEARFIELD HOSPITAL 403(B) 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$1,193,500
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,648,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,516,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$771,991
Value of total assets at end of year2015-12-31$15,821,625
Value of total assets at beginning of year2015-12-31$17,276,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$131,819
Total interest from all sources2015-12-31$13,354
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$291,404
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$291,404
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$218,087
Participant contributions at end of year2015-12-31$394,236
Participant contributions at beginning of year2015-12-31$359,509
Participant contributions at end of year2015-12-31$7,916
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,455,258
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,821,625
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,276,883
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$122,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,786,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,242,843
Interest on participant loans2015-12-31$13,354
Value of interest in common/collective trusts at end of year2015-12-31$9,608,130
Value of interest in common/collective trusts at beginning of year2015-12-31$10,669,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$116,751
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$553,904
Employer contributions (assets) at end of year2015-12-31$19,583
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,516,939
Contract administrator fees2015-12-31$9,081
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 : PH - CLEARFIELD HOSPITAL 403(B) 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$1,663,674
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,479,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,346,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$888,639
Value of total assets at end of year2014-12-31$17,276,883
Value of total assets at beginning of year2014-12-31$17,092,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$132,849
Total interest from all sources2014-12-31$14,005
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$316,695
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$316,695
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$260,073
Participant contributions at end of year2014-12-31$359,509
Participant contributions at beginning of year2014-12-31$377,310
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,922
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$183,940
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,276,883
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,092,943
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$132,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,242,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,885,437
Interest on participant loans2014-12-31$14,005
Value of interest in common/collective trusts at end of year2014-12-31$10,669,519
Value of interest in common/collective trusts at beginning of year2014-12-31$10,825,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$444,335
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$595,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,346,885
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 : PH - CLEARFIELD HOSPITAL 403(B) 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$2,318,687
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,236,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,103,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$944,889
Value of total assets at end of year2013-12-31$17,092,943
Value of total assets at beginning of year2013-12-31$17,010,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$132,763
Total interest from all sources2013-12-31$16,358
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$196,493
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$196,493
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$278,212
Participant contributions at end of year2013-12-31$377,310
Participant contributions at beginning of year2013-12-31$399,601
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,739
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$82,524
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,092,943
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,010,419
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$123,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,885,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,195,400
Interest on participant loans2013-12-31$16,358
Value of interest in common/collective trusts at end of year2013-12-31$10,825,184
Value of interest in common/collective trusts at beginning of year2013-12-31$11,410,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,160,947
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$659,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,103,400
Contract administrator fees2013-12-31$9,142
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 : PH - CLEARFIELD HOSPITAL 403(B) 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$43,643
Total income from all sources (including contributions)2012-12-31$1,990,746
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,227,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,123,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,000,289
Value of total assets at end of year2012-12-31$17,010,419
Value of total assets at beginning of year2012-12-31$16,290,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$103,878
Total interest from all sources2012-12-31$16,331
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$135,286
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$135,286
Administrative expenses professional fees incurred2012-12-31$103,878
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 period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$301,632
Participant contributions at end of year2012-12-31$399,601
Participant contributions at beginning of year2012-12-31$382,444
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,483
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$6
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$43,643
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,761
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$763,200
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,010,419
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,247,219
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$16,610,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,906,651
Interest on participant loans2012-12-31$16,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$838,840
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$697,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,123,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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
2011 : PH - CLEARFIELD HOSPITAL 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$6,980
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$43,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$46,338
Total income from all sources (including contributions)2011-12-31$1,366,023
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$841,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$755,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,017,745
Value of total assets at end of year2011-12-31$16,290,862
Value of total assets at beginning of year2011-12-31$15,762,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$86,443
Total interest from all sources2011-12-31$13,342
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$93,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$93,145
Administrative expenses professional fees incurred2011-12-31$86,443
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$283,590
Participant contributions at end of year2011-12-31$382,444
Participant contributions at beginning of year2011-12-31$255,094
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$23,510
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$43,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$46,338
Total non interest bearing cash at end of year2011-12-31$1,761
Total non interest bearing cash at beginning of year2011-12-31$1,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$524,174
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,247,219
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,716,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,906,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,505,109
Interest on participant loans2011-12-31$13,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$241,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$710,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$755,406
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : PH - CLEARFIELD HOSPITAL 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$10,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$46,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$57,346
Total income from all sources (including contributions)2010-12-31$2,013,530
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$717,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$632,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,153,957
Value of total assets at end of year2010-12-31$15,762,403
Value of total assets at beginning of year2010-12-31$14,487,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$84,488
Total interest from all sources2010-12-31$11,266
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$88,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$88,177
Administrative expenses professional fees incurred2010-12-31$84,488
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$318,619
Participant contributions at end of year2010-12-31$255,094
Participant contributions at beginning of year2010-12-31$219,026
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$41,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$46,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$57,346
Total non interest bearing cash at end of year2010-12-31$1,016
Total non interest bearing cash at beginning of year2010-12-31$875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,296,412
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,716,065
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,430,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,505,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,263,206
Interest on participant loans2010-12-31$11,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$760,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$793,713
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$3,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$632,630
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : PH - CLEARFIELD HOSPITAL 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PH - CLEARFIELD HOSPITAL 403(B) PLAN

2020: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
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: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
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: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
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: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
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: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
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: PH - CLEARFIELD HOSPITAL 403(B) 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PH - CLEARFIELD HOSPITAL 403(B) 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PH - CLEARFIELD HOSPITAL 403(B) 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PH - CLEARFIELD HOSPITAL 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTA069820
Policy instance 1
Insurance contract or identification numberTA069820
Number of Individuals Covered656
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 numberTA069820
Policy instance 1
Insurance contract or identification numberTA069820
Number of Individuals Covered526
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 numberTA069820
Policy instance 1
Insurance contract or identification numberTA069820
Number of Individuals Covered555
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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