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CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN
Plan identification number 001

CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CITY OF HOPE MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:CITY OF HOPE MEDICAL GROUP, INC.
Employer identification number (EIN):272294296
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CITY OF HOPE MEDICAL GROUP, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2010-03-12
Company Identification Number: C3281459
Legal Registered Office Address: 818 West Seventh St Ste 930

Los Angeles
United States of America (USA)
90017

More information about CITY OF HOPE MEDICAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DR. JOSEPH ROSENTHAL
0012016-01-01DR. WILLIAM BOSWELL
0012015-01-01DR. WILLIAM BOSWELL
0012014-01-01DR. WILLIAM BOSWELL
0012013-01-01DR. WILLIAM BOSWELL
0012012-01-01DR. WILLIAM BOSWELL
0012011-06-01CHERYL MARINE

Plan Statistics for CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01535
Total number of active participants reported on line 7a of the Form 55002022-01-01528
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01604
Number of participants with account balances2022-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01472
Total number of active participants reported on line 7a of the Form 55002021-01-01480
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01535
Number of participants with account balances2021-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01427
Total number of active participants reported on line 7a of the Form 55002020-01-01435
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01472
Number of participants with account balances2020-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01327
Total number of active participants reported on line 7a of the Form 55002019-01-01389
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01427
Number of participants with account balances2019-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01346
Total number of active participants reported on line 7a of the Form 55002018-01-01291
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01321
Number of participants with account balances2018-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01324
Total number of active participants reported on line 7a of the Form 55002017-01-01318
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01346
Number of participants with account balances2017-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01277
Total number of active participants reported on line 7a of the Form 55002016-01-01295
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01324
Number of participants with account balances2016-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01273
Total number of active participants reported on line 7a of the Form 55002015-01-01258
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01277
Number of participants with account balances2015-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01223
Total number of active participants reported on line 7a of the Form 55002014-01-01258
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01273
Number of participants with account balances2014-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01213
Total number of active participants reported on line 7a of the Form 55002013-01-01212
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01223
Number of participants with account balances2013-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01194
Total number of active participants reported on line 7a of the Form 55002012-01-01202
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01213
Number of participants with account balances2012-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01192
Total number of active participants reported on line 7a of the Form 55002011-06-01193
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-011
Total of all active and inactive participants2011-06-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01194
Number of participants with account balances2011-06-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-0113

Financial Data on CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-18,909,589
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,751,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,489,540
Value of total corrective distributions2022-12-31$24,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,240,811
Value of total assets at end of year2022-12-31$251,062,664
Value of total assets at beginning of year2022-12-31$280,723,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$237,300
Total interest from all sources2022-12-31$15,542
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,938,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,938,513
Administrative expenses professional fees incurred2022-12-31$13,650
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,901,050
Participant contributions at end of year2022-12-31$318,553
Participant contributions at beginning of year2022-12-31$377,380
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,103,696
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,900,991
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,884,085
Other income not declared elsewhere2022-12-31$-3,644,247
Administrative expenses (other) incurred2022-12-31$102,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,661,056
Value of net assets at end of year (total assets less liabilities)2022-12-31$251,062,664
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$280,723,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$121,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$229,472,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$260,293,627
Value of interest in pooled separate accounts at end of year2022-12-31$12,167,528
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,151,722
Interest on participant loans2022-12-31$15,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-53,723,254
Net investment gain/loss from pooled separate accounts2022-12-31$263,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$25,455,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,489,540
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$64,595,382
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,998,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,754,786
Value of total corrective distributions2021-12-31$17,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,785,430
Value of total assets at end of year2021-12-31$280,723,720
Value of total assets at beginning of year2021-12-31$227,126,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$226,113
Total interest from all sources2021-12-31$18,936
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,231,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,231,266
Administrative expenses professional fees incurred2021-12-31$25,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,481,206
Participant contributions at end of year2021-12-31$377,380
Participant contributions at beginning of year2021-12-31$385,375
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,900,991
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,431,466
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,600,068
Other income not declared elsewhere2021-12-31$872,215
Administrative expenses (other) incurred2021-12-31$97,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$53,597,104
Value of net assets at end of year (total assets less liabilities)2021-12-31$280,723,720
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$227,126,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$2,020
Investment advisory and management fees2021-12-31$103,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$260,293,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$211,974,609
Value of interest in pooled separate accounts at end of year2021-12-31$11,151,722
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$18,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,333,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,333,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,558,327
Net investment gain/loss from pooled separate accounts2021-12-31$129,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$22,704,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,754,786
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$51,379,744
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,142,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,914,170
Value of total corrective distributions2020-12-31$25,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,950,348
Value of total assets at end of year2020-12-31$227,126,616
Value of total assets at beginning of year2020-12-31$183,889,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$202,891
Total interest from all sources2020-12-31$71,646
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,786,346
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,786,346
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$1,322,000
Participant contributions at end of year2020-12-31$385,375
Participant contributions at beginning of year2020-12-31$319,952
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,431,466
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$815,698
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$559,809
Other income not declared elsewhere2020-12-31$100,126
Administrative expenses (other) incurred2020-12-31$94,052
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$43,237,086
Value of net assets at end of year (total assets less liabilities)2020-12-31$227,126,616
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$183,889,530
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
Assets. partnership/joint venture interests at end of year2020-12-31$2,020
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$108,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$211,974,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$173,807,778
Interest on participant loans2020-12-31$18,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,333,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,946,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,946,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$52,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,471,278
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$20,068,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,914,170
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2020-12-31952036255
2019 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$52,012,510
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,607,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,493,897
Value of total corrective distributions2019-12-31$16,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,492,305
Value of total assets at end of year2019-12-31$183,889,530
Value of total assets at beginning of year2019-12-31$141,484,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,013
Total interest from all sources2019-12-31$186,902
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,714,974
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,714,974
Administrative expenses professional fees incurred2019-12-31$12,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,286,714
Participant contributions at end of year2019-12-31$319,952
Participant contributions at beginning of year2019-12-31$194,850
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$71,322
Assets. Other investments not covered elsewhere at end of year2019-12-31$815,698
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$569,936
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$830,657
Other income not declared elsewhere2019-12-31$171,832
Administrative expenses (other) incurred2019-12-31$14,242
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$42,404,794
Value of net assets at end of year (total assets less liabilities)2019-12-31$183,889,530
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$141,484,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$70,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$173,807,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$133,493,875
Interest on participant loans2019-12-31$14,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,946,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,834,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,834,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$172,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,446,497
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$18,374,934
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$320,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,493,897
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2019-12-31952036255
2018 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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$16,950,541
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,400,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,151,034
Value of total corrective distributions2018-12-31$62,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,244,182
Value of total assets at end of year2018-12-31$141,484,736
Value of total assets at beginning of year2018-12-31$131,934,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$187,452
Total interest from all sources2018-12-31$138,401
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,774,198
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,774,198
Administrative expenses professional fees incurred2018-12-31$12,000
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$1,094,174
Participant contributions at end of year2018-12-31$194,850
Participant contributions at beginning of year2018-12-31$288,535
Participant contributions at end of year2018-12-31$71,322
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$569,936
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$537,084
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,306,604
Other income not declared elsewhere2018-12-31$-38,141
Administrative expenses (other) incurred2018-12-31$107,755
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$9,549,778
Value of net assets at end of year (total assets less liabilities)2018-12-31$141,484,736
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$131,934,958
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$67,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$133,493,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$125,460,945
Interest on participant loans2018-12-31$9,683
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,834,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,648,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,648,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$128,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,168,099
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$16,843,404
Employer contributions (assets) at end of year2018-12-31$320,307
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$7,151,034
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 name2018-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2018-12-31952036255
2017 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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$33,370,810
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,460,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,405,030
Value of total corrective distributions2017-12-31$12,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,182,290
Value of total assets at end of year2017-12-31$131,934,958
Value of total assets at beginning of year2017-12-31$107,024,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,574
Total interest from all sources2017-12-31$79,841
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,284,586
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,284,586
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$1,117,164
Participant contributions at end of year2017-12-31$288,535
Participant contributions at beginning of year2017-12-31$338,938
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$43,203
Assets. Other investments not covered elsewhere at end of year2017-12-31$537,084
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$369,198
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$47,573
Other income not declared elsewhere2017-12-31$75,978
Administrative expenses (other) incurred2017-12-31$813
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$24,910,589
Value of net assets at end of year (total assets less liabilities)2017-12-31$131,934,958
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$107,024,369
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
Investment advisory and management fees2017-12-31$41,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$125,460,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$105,054,792
Interest on participant loans2017-12-31$15,916
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$695,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,648,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$63,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,550,116
Net investment gain or loss from common/collective trusts2017-12-31$197,999
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$13,017,553
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$522,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,405,030
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 name2017-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2017-12-31952036255
2016 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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$24,550,272
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,861,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,773,628
Value of total corrective distributions2016-12-31$13,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,494,286
Value of total assets at end of year2016-12-31$107,024,369
Value of total assets at beginning of year2016-12-31$84,335,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$74,636
Total interest from all sources2016-12-31$14,194
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,831,356
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,831,356
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 period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$894,555
Participant contributions at end of year2016-12-31$338,938
Participant contributions at beginning of year2016-12-31$297,782
Participant contributions at end of year2016-12-31$43,203
Participant contributions at beginning of year2016-12-31$38,106
Assets. Other investments not covered elsewhere at end of year2016-12-31$369,198
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$437,424
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,420,270
Other income not declared elsewhere2016-12-31$-13,892
Administrative expenses (other) incurred2016-12-31$4,618
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$22,688,596
Value of net assets at end of year (total assets less liabilities)2016-12-31$107,024,369
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$84,335,773
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
Investment advisory and management fees2016-12-31$70,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$105,054,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$77,359,363
Interest on participant loans2016-12-31$14,194
Value of interest in common/collective trusts at end of year2016-12-31$695,801
Value of interest in common/collective trusts at beginning of year2016-12-31$358,519
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$5,387,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,387,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,162,741
Net investment gain or loss from common/collective trusts2016-12-31$61,587
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$12,179,461
Employer contributions (assets) at end of year2016-12-31$522,437
Employer contributions (assets) at beginning of year2016-12-31$456,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,773,628
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 name2016-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2016-12-31952036255
2015 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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$15,663,557
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,070,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$986,046
Value of total corrective distributions2015-12-31$11,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,765,225
Value of total assets at end of year2015-12-31$84,335,773
Value of total assets at beginning of year2015-12-31$69,742,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,922
Total interest from all sources2015-12-31$68,542
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,262,909
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,262,909
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$774,361
Participant contributions at end of year2015-12-31$297,782
Participant contributions at beginning of year2015-12-31$254,404
Participant contributions at end of year2015-12-31$38,106
Participant contributions at beginning of year2015-12-31$33,908
Assets. Other investments not covered elsewhere at end of year2015-12-31$437,424
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$381,143
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,197,872
Other income not declared elsewhere2015-12-31$-30,175
Administrative expenses (other) incurred2015-12-31$4,114
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$14,593,536
Value of net assets at end of year (total assets less liabilities)2015-12-31$84,335,773
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$69,742,237
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$68,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$77,359,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$63,756,358
Interest on participant loans2015-12-31$12,336
Value of interest in common/collective trusts at end of year2015-12-31$358,519
Value of interest in common/collective trusts at beginning of year2015-12-31$206,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,387,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,649,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,649,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$56,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,335,867
Net investment gain or loss from common/collective trusts2015-12-31$-67,077
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$11,792,992
Employer contributions (assets) at end of year2015-12-31$456,938
Employer contributions (assets) at beginning of year2015-12-31$459,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$986,046
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 name2015-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2015-12-31952036255
2014 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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$15,095,536
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,806,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,704,678
Value of total corrective distributions2014-12-31$28,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,131,262
Value of total assets at end of year2014-12-31$69,742,237
Value of total assets at beginning of year2014-12-31$59,453,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,974
Total interest from all sources2014-12-31$44,563
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,407,537
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,407,537
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$795,066
Participant contributions at end of year2014-12-31$254,404
Participant contributions at beginning of year2014-12-31$324,610
Participant contributions at end of year2014-12-31$33,908
Participant contributions at beginning of year2014-12-31$10,408
Assets. Other investments not covered elsewhere at end of year2014-12-31$381,143
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$52,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,169
Other income not declared elsewhere2014-12-31$28,876
Administrative expenses (other) incurred2014-12-31$3,650
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$10,289,029
Value of net assets at end of year (total assets less liabilities)2014-12-31$69,742,237
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$59,453,208
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$69,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$63,756,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$50,016,041
Interest on participant loans2014-12-31$11,575
Value of interest in common/collective trusts at end of year2014-12-31$206,649
Value of interest in common/collective trusts at beginning of year2014-12-31$135,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,649,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,143,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,143,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$32,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,491,873
Net investment gain or loss from common/collective trusts2014-12-31$-8,575
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$10,319,027
Employer contributions (assets) at end of year2014-12-31$459,853
Employer contributions (assets) at beginning of year2014-12-31$770,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,704,678
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 name2014-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2014-12-31952036255
2013 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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$19,549,815
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$824,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$811,157
Value of total corrective distributions2013-12-31$12,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,521,737
Value of total assets at end of year2013-12-31$59,453,208
Value of total assets at beginning of year2013-12-31$40,727,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$675
Total interest from all sources2013-12-31$16,373
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,307,353
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,307,353
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$757,358
Participant contributions at end of year2013-12-31$324,610
Participant contributions at beginning of year2013-12-31$116,752
Participant contributions at end of year2013-12-31$10,408
Participant contributions at beginning of year2013-12-31$16,805
Assets. Other investments not covered elsewhere at end of year2013-12-31$52,000
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$15,950
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$412,812
Other income not declared elsewhere2013-12-31$3,563
Administrative expenses (other) incurred2013-12-31$675
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$18,725,498
Value of net assets at end of year (total assets less liabilities)2013-12-31$59,453,208
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,727,710
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$50,016,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,342,730
Interest on participant loans2013-12-31$8,772
Value of interest in common/collective trusts at end of year2013-12-31$135,911
Value of interest in common/collective trusts at beginning of year2013-12-31$59,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,143,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,603,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,603,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,700,954
Net investment gain or loss from common/collective trusts2013-12-31$-165
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$9,351,567
Employer contributions (assets) at end of year2013-12-31$770,772
Employer contributions (assets) at beginning of year2013-12-31$571,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$811,157
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 name2013-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2013-12-31952036255
2012 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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$36,291,586
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$422,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$368,083
Value of total corrective distributions2012-12-31$53,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$34,755,803
Value of total assets at end of year2012-12-31$40,727,710
Value of total assets at beginning of year2012-12-31$4,858,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$568
Total interest from all sources2012-12-31$3,941
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$652,915
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$652,915
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$694,872
Participant contributions at end of year2012-12-31$116,752
Participant contributions at end of year2012-12-31$16,805
Assets. Other investments not covered elsewhere at end of year2012-12-31$15,950
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,715,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$272
Other income not declared elsewhere2012-12-31$344
Administrative expenses (other) incurred2012-12-31$568
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$35,869,209
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,727,710
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,858,501
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$34,342,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,645,587
Interest on participant loans2012-12-31$1,630
Value of interest in common/collective trusts at end of year2012-12-31$59,728
Value of interest in common/collective trusts at beginning of year2012-12-31$9,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,603,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$240,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$240,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$872,529
Net investment gain or loss from common/collective trusts2012-12-31$6,054
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$8,345,764
Employer contributions (assets) at end of year2012-12-31$571,791
Employer contributions (assets) at beginning of year2012-12-31$962,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$368,083
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 name2012-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2012-12-31952036255
2011 : CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,925,577
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$67,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$67,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,914,277
Value of total assets at end of year2011-12-31$4,858,501
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$71,168
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$71,168
Was this plan covered by a fidelity bond2011-12-31No
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$488,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$272
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$4,858,501
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,858,501
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
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$3,645,587
Value of interest in common/collective trusts at end of year2011-12-31$9,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$240,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-59,044
Net investment gain or loss from common/collective trusts2011-12-31$-835
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$4,425,644
Employer contributions (assets) at end of year2011-12-31$962,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$67,076
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 name2011-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-12-31952036255

Form 5500 Responses for CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN

2022: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS 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
2011: CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01First time form 5500 has been submittedYes
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32170
Policy instance 1
Insurance contract or identification numberGA32170
Number of Individuals Covered67
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberGA32170
Policy instance 1
Insurance contract or identification numberGA32170
Number of Individuals Covered59
Insurance policy start date2021-04-07
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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