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MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameMEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN
Plan identification number 001

MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

MEMORIAL HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:MEMORIAL HEALTH SERVICES
Employer identification number (EIN):271504911
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MEMORIAL HEALTH SERVICES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0171886

More information about MEMORIAL HEALTH SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01RICK GRANIERE RICK GRANIERE2018-10-04
0012016-01-01MARK SCHAFER, M.D. MARK SCHAFER, M.D.2017-07-26
0012015-01-01MARK SCHAFER, M.D. MARK SCHAFER, M.D.2016-08-11
0012014-01-01MARK SCHAFER, M.D.
0012013-01-01JACQUELINE LUXENBERG
0012012-01-01PATRICK KAPSNER
0012011-01-01PATRICK KAPSNER2012-07-27
0012010-07-01PATRICK KAPSNER2011-09-16

Plan Statistics for MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN

401k plan membership statisitcs for MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN

Measure Date Value
2018: MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,746
Total number of active participants reported on line 7a of the Form 55002018-01-011,751
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-01256
Total of all active and inactive participants2018-01-012,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,022
Number of participants with account balances2018-01-011,969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,222
Total number of active participants reported on line 7a of the Form 55002017-01-011,560
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01172
Total of all active and inactive participants2017-01-011,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,746
Number of participants with account balances2017-01-01995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,192
Total number of active participants reported on line 7a of the Form 55002016-01-011,044
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01165
Total of all active and inactive participants2016-01-011,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,222
Number of participants with account balances2016-01-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01930
Total number of active participants reported on line 7a of the Form 55002015-01-011,033
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01150
Total of all active and inactive participants2015-01-011,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,192
Number of participants with account balances2015-01-01948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01537
Total number of active participants reported on line 7a of the Form 55002014-01-01780
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01144
Total of all active and inactive participants2014-01-01930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01930
Number of participants with account balances2014-01-01881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01464
Total number of active participants reported on line 7a of the Form 55002013-01-01486
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01537
Number of participants with account balances2013-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01432
Total number of active participants reported on line 7a of the Form 55002012-01-01435
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01464
Number of participants with account balances2012-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111

Financial Data on MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN

Measure Date Value
2018 : MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$12,165,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,388,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,242,000
Expenses. Certain deemed distributions of participant loans2018-12-31$28,000
Value of total corrective distributions2018-12-31$6,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,665,000
Value of total assets at end of year2018-12-31$57,906,000
Value of total assets at beginning of year2018-12-31$50,129,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$112,000
Total interest from all sources2018-12-31$64,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,243,000
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$1,243,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,488,000
Participant contributions at end of year2018-12-31$1,356,000
Participant contributions at beginning of year2018-12-31$1,348,000
Participant contributions at end of year2018-12-31$364,000
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,467,000
Administrative expenses (other) incurred2018-12-31$112,000
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$7,777,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,906,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,129,000
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$26,482,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,823,000
Interest on participant loans2018-12-31$64,000
Value of interest in common/collective trusts at end of year2018-12-31$24,994,000
Value of interest in common/collective trusts at beginning of year2018-12-31$4,415,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,238,000
Net investment gain or loss from common/collective trusts2018-12-31$-1,569,000
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$4,710,000
Employer contributions (assets) at end of year2018-12-31$4,710,000
Employer contributions (assets) at beginning of year2018-12-31$1,543,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,242,000
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 name2018-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2018-12-31134008324
2017 : MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,742,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,805,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,743,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,101,000
Value of total assets at end of year2017-12-31$50,129,000
Value of total assets at beginning of year2017-12-31$42,192,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,000
Total interest from all sources2017-12-31$57,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,203,000
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$1,203,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,252,000
Participant contributions at end of year2017-12-31$1,348,000
Participant contributions at beginning of year2017-12-31$1,302,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$306,000
Administrative expenses (other) incurred2017-12-31$62,000
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$7,937,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,129,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,192,000
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$42,823,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,058,000
Interest on participant loans2017-12-31$57,000
Value of interest in common/collective trusts at end of year2017-12-31$4,415,000
Value of interest in common/collective trusts at beginning of year2017-12-31$4,325,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,351,000
Net investment gain or loss from common/collective trusts2017-12-31$30,000
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,543,000
Employer contributions (assets) at end of year2017-12-31$1,543,000
Employer contributions (assets) at beginning of year2017-12-31$1,507,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,743,000
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 name2017-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2017-12-31134008324
2016 : MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,577,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,604,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,575,000
Expenses. Certain deemed distributions of participant loans2016-12-31$1,000
Value of total corrective distributions2016-12-31$7,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,742,000
Value of total assets at end of year2016-12-31$42,192,000
Value of total assets at beginning of year2016-12-31$38,219,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,000
Total interest from all sources2016-12-31$59,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$999,000
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$999,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,174,000
Participant contributions at end of year2016-12-31$1,302,000
Participant contributions at beginning of year2016-12-31$1,328,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$61,000
Administrative expenses (other) incurred2016-12-31$21,000
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$3,973,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,192,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,219,000
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$35,058,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,239,000
Interest on participant loans2016-12-31$59,000
Value of interest in common/collective trusts at end of year2016-12-31$4,325,000
Value of interest in common/collective trusts at beginning of year2016-12-31$4,126,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,693,000
Net investment gain or loss from common/collective trusts2016-12-31$84,000
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$1,507,000
Employer contributions (assets) at end of year2016-12-31$1,507,000
Employer contributions (assets) at beginning of year2016-12-31$1,526,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,575,000
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 name2016-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2016-12-31134008324
2015 : MEMORIALCARE MEDICAL FOUNDATION 401(K) 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$4,964,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,015,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,952,000
Expenses. Certain deemed distributions of participant loans2015-12-31$57,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,941,000
Value of total assets at end of year2015-12-31$38,219,000
Value of total assets at beginning of year2015-12-31$36,270,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,000
Total interest from all sources2015-12-31$55,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,209,000
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$1,209,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,226,000
Participant contributions at end of year2015-12-31$1,328,000
Participant contributions at beginning of year2015-12-31$1,196,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$189,000
Administrative expenses (other) incurred2015-12-31$6,000
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$1,949,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,219,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,270,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,239,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,479,000
Interest on participant loans2015-12-31$55,000
Value of interest in common/collective trusts at end of year2015-12-31$4,126,000
Value of interest in common/collective trusts at beginning of year2015-12-31$4,124,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,262,000
Net investment gain or loss from common/collective trusts2015-12-31$21,000
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$1,526,000
Employer contributions (assets) at end of year2015-12-31$1,526,000
Employer contributions (assets) at beginning of year2015-12-31$1,471,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,952,000
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 name2015-12-31PRICEWATERCOOPERHOUSE LLP
Accountancy firm EIN2015-12-31134008324
2014 : MEMORIALCARE MEDICAL FOUNDATION 401(K) 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$7,778,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,800,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,736,000
Expenses. Certain deemed distributions of participant loans2014-12-31$61,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,936,000
Value of total assets at end of year2014-12-31$36,270,000
Value of total assets at beginning of year2014-12-31$31,292,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,000
Total interest from all sources2014-12-31$45,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,028,000
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$1,028,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,969,000
Participant contributions at end of year2014-12-31$1,196,000
Participant contributions at beginning of year2014-12-31$1,067,000
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$117,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$496,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$17,201,000
Administrative expenses (other) incurred2014-12-31$3,000
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$4,978,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,270,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,292,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,479,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,183,000
Interest on participant loans2014-12-31$45,000
Value of interest in common/collective trusts at end of year2014-12-31$4,124,000
Value of interest in common/collective trusts at beginning of year2014-12-31$1,162,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,605,000
Net investment gain/loss from pooled separate accounts2014-12-31$164,000
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,471,000
Employer contributions (assets) at end of year2014-12-31$1,471,000
Employer contributions (assets) at beginning of year2014-12-31$562,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,736,000
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$17,845,000
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$4,007,000
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$545,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$542,000
Expenses. Certain deemed distributions of participant loans2013-12-31$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,282,000
Value of total assets at end of year2013-12-31$31,292,000
Value of total assets at beginning of year2013-12-31$9,985,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,000
Total interest from all sources2013-12-31$12,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$274,000
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$274,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,720,000
Participant contributions at end of year2013-12-31$1,067,000
Participant contributions at beginning of year2013-12-31$296,000
Participant contributions at end of year2013-12-31$117,000
Participant contributions at beginning of year2013-12-31$62,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$17,201,000
Other income not declared elsewhere2013-12-31$-7,000
Administrative expenses (other) incurred2013-12-31$2,000
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$3,462,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,292,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,985,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,183,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,115,000
Interest on participant loans2013-12-31$12,000
Value of interest in common/collective trusts at end of year2013-12-31$1,162,000
Value of interest in common/collective trusts at beginning of year2013-12-31$1,002,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,443,000
Net investment gain or loss from common/collective trusts2013-12-31$3,000
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$562,000
Employer contributions (assets) at end of year2013-12-31$562,000
Employer contributions (assets) at beginning of year2013-12-31$510,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$542,000
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 name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : MEMORIALCARE MEDICAL FOUNDATION 401(K) 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$3,001,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$389,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$380,000
Expenses. Certain deemed distributions of participant loans2012-12-31$7,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,116,000
Value of total assets at end of year2012-12-31$9,985,000
Value of total assets at beginning of year2012-12-31$7,373,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,000
Total interest from all sources2012-12-31$15,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$194,000
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$194,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,462,000
Participant contributions at end of year2012-12-31$296,000
Participant contributions at beginning of year2012-12-31$387,000
Participant contributions at end of year2012-12-31$62,000
Participant contributions at beginning of year2012-12-31$49,000
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$144,000
Administrative expenses (other) incurred2012-12-31$2,000
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$2,612,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,985,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,373,000
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$8,115,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,663,000
Interest on participant loans2012-12-31$15,000
Value of interest in common/collective trusts at end of year2012-12-31$1,002,000
Value of interest in common/collective trusts at beginning of year2012-12-31$885,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$604,000
Net investment gain or loss from common/collective trusts2012-12-31$72,000
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$510,000
Employer contributions (assets) at end of year2012-12-31$510,000
Employer contributions (assets) at beginning of year2012-12-31$389,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$380,000
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 name2012-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2012-12-31134008324

Form 5500 Responses for MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN

2018: MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEMORIALCARE MEDICAL FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEMORIALCARE MEDICAL FOUNDATION 401(K) 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: MEMORIALCARE MEDICAL FOUNDATION 401(K) 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: MEMORIALCARE MEDICAL FOUNDATION 401(K) 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: MEMORIALCARE MEDICAL FOUNDATION 401(K) 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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