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SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 401k Plan overview

Plan NameSOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN
Plan identification number 001

SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER
Employer identification number (EIN):314391798
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1946-10-11
Company Identification Number: 197891
Legal Registered Office Address: 1341 CLARK STREET
-
CABBRIDGE
United States of America (USA)
43725

More information about SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TODD DOUGHERTY2023-11-02
0012021-01-01TODD DOUGHERTY2022-10-14
0012020-01-01M. JOSEPH ABEL2021-10-13
0012019-01-01JONATHAN KELLY2020-10-14
0012018-01-01TIM EVANCHO2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01TIM EVANCHO
0012013-01-01FILED WITH AN AUTHORIZED SIGNATURE
0012012-01-01FILED WITH AUTHORIZED SIGNATURE
0012011-01-01SE OHIO
0012010-01-01DONALD P. HUELSKAMP DONALD P. HUELSKAMP2011-10-17
0012009-01-01DONALD P. HUELSKAMP DONALD P. HUELSKAMP2010-10-14

Plan Statistics for SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN

401k plan membership statisitcs for SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN

Measure Date Value
2022: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3168,107,204
Acturial value of plan assets2022-12-3165,959,829
Funding target for retired participants and beneficiaries receiving payment2022-12-3144,717,504
Number of terminated vested participants2022-12-31117
Fundng target for terminated vested participants2022-12-314,069,894
Active participant vested funding target2022-12-316,442,459
Number of active participants2022-12-31153
Total funding liabilities for active participants2022-12-317,323,529
Total participant count2022-12-31690
Total funding target for all participants2022-12-3156,110,927
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31441,072
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31441,072
Present value of excess contributions2022-12-316,844,329
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-317,179,701
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-317,179,701
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-317,660,734
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31803,982
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01690
Total number of active participants reported on line 7a of the Form 55002022-01-01140
Number of retired or separated participants receiving benefits2022-01-01391
Number of other retired or separated participants entitled to future benefits2022-01-01113
Total of all active and inactive participants2022-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0129
Total participants2022-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3158,658,282
Acturial value of plan assets2021-12-3155,096,754
Funding target for retired participants and beneficiaries receiving payment2021-12-3145,139,550
Number of terminated vested participants2021-12-31112
Fundng target for terminated vested participants2021-12-314,100,903
Active participant vested funding target2021-12-319,266,584
Number of active participants2021-12-31181
Total funding liabilities for active participants2021-12-3110,343,074
Total participant count2021-12-31700
Total funding target for all participants2021-12-3159,583,527
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31132
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31132
Present value of excess contributions2021-12-31418,615
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31440,927
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31440,927
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31441,072
Total employer contributions2021-12-319,500,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-318,947,977
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31618,415
Net shortfall amortization installment of oustanding balance2021-12-314,927,845
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-312,103,648
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-312,103,648
Contributions allocatedtoward minimum required contributions for current year2021-12-318,947,977
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01700
Total number of active participants reported on line 7a of the Form 55002021-01-01153
Number of retired or separated participants receiving benefits2021-01-01396
Number of other retired or separated participants entitled to future benefits2021-01-01112
Total of all active and inactive participants2021-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0129
Total participants2021-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3155,049,936
Acturial value of plan assets2020-12-3152,712,520
Funding target for retired participants and beneficiaries receiving payment2020-12-3142,867,222
Number of terminated vested participants2020-12-31111
Fundng target for terminated vested participants2020-12-313,801,242
Active participant vested funding target2020-12-3110,122,345
Number of active participants2020-12-31202
Total funding liabilities for active participants2020-12-3111,295,889
Total participant count2020-12-31710
Total funding target for all participants2020-12-3157,964,353
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31806,532
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31806,421
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31111
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31132
Total employer contributions2020-12-312,825,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-312,724,642
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31693,942
Net shortfall amortization installment of oustanding balance2020-12-315,251,965
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,306,027
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-312,306,027
Contributions allocatedtoward minimum required contributions for current year2020-12-312,724,642
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01710
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-01385
Number of other retired or separated participants entitled to future benefits2020-01-01107
Total of all active and inactive participants2020-01-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0127
Total participants2020-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3148,419,054
Acturial value of plan assets2019-12-3150,532,086
Funding target for retired participants and beneficiaries receiving payment2019-12-3140,720,923
Number of terminated vested participants2019-12-31100
Fundng target for terminated vested participants2019-12-313,992,263
Active participant vested funding target2019-12-3112,002,228
Number of active participants2019-12-31248
Total funding liabilities for active participants2019-12-3113,248,550
Total participant count2019-12-31730
Total funding target for all participants2019-12-3157,961,736
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31837,423
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31837,423
Present value of excess contributions2019-12-313,021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-313,192
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31806,532
Total employer contributions2019-12-312,036,320
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,956,391
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31635,590
Net shortfall amortization installment of oustanding balance2019-12-318,236,182
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,762,812
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31806,421
Additional cash requirement2019-12-311,956,391
Contributions allocatedtoward minimum required contributions for current year2019-12-311,956,391
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01730
Total number of active participants reported on line 7a of the Form 55002019-01-01202
Number of retired or separated participants receiving benefits2019-01-01376
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0126
Total participants2019-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3152,945,446
Acturial value of plan assets2018-12-3150,134,025
Funding target for retired participants and beneficiaries receiving payment2018-12-3135,961,646
Number of terminated vested participants2018-12-3196
Fundng target for terminated vested participants2018-12-314,174,710
Active participant vested funding target2018-12-3114,056,583
Number of active participants2018-12-31279
Total funding liabilities for active participants2018-12-3115,353,351
Total participant count2018-12-31739
Total funding target for all participants2018-12-3155,489,707
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31496,878
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31496,878
Present value of excess contributions2018-12-31249,011
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31263,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31263,628
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31837,423
Total employer contributions2018-12-311,660,586
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,607,485
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31659,454
Net shortfall amortization installment of oustanding balance2018-12-316,193,105
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,604,464
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,604,464
Contributions allocatedtoward minimum required contributions for current year2018-12-311,607,485
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01739
Total number of active participants reported on line 7a of the Form 55002018-01-01248
Number of retired or separated participants receiving benefits2018-01-01363
Number of other retired or separated participants entitled to future benefits2018-01-0194
Total of all active and inactive participants2018-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0125
Total participants2018-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3147,172,663
Acturial value of plan assets2017-12-3148,460,768
Funding target for retired participants and beneficiaries receiving payment2017-12-3133,376,289
Number of terminated vested participants2017-12-3187
Fundng target for terminated vested participants2017-12-313,735,400
Active participant vested funding target2017-12-3115,584,677
Number of active participants2017-12-31313
Total funding liabilities for active participants2017-12-3117,050,251
Total participant count2017-12-31749
Total funding target for all participants2017-12-3154,161,940
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,414,289
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-311,945,625
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31468,664
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31496,878
Total employer contributions2017-12-312,486,437
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,390,183
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31690,455
Net shortfall amortization installment of oustanding balance2017-12-316,198,050
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,141,172
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-312,141,172
Contributions allocatedtoward minimum required contributions for current year2017-12-312,390,183
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01749
Total number of active participants reported on line 7a of the Form 55002017-01-01279
Number of retired or separated participants receiving benefits2017-01-01345
Number of other retired or separated participants entitled to future benefits2017-01-0188
Total of all active and inactive participants2017-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0127
Total participants2017-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3148,647,542
Acturial value of plan assets2016-12-3151,216,364
Funding target for retired participants and beneficiaries receiving payment2016-12-3132,357,781
Number of terminated vested participants2016-12-31143
Fundng target for terminated vested participants2016-12-315,037,346
Active participant vested funding target2016-12-3115,401,630
Number of active participants2016-12-31333
Total funding liabilities for active participants2016-12-3116,881,101
Total participant count2016-12-31815
Total funding target for all participants2016-12-3154,276,228
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,853,226
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-311,480,151
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,373,075
Present value of excess contributions2016-12-311,071,774
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,058,377
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,058,377
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,414,289
Total employer contributions2016-12-311,200,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,137,380
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31748,066
Net shortfall amortization installment of oustanding balance2016-12-315,474,153
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-313,083,005
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-311,945,625
Additional cash requirement2016-12-311,137,380
Contributions allocatedtoward minimum required contributions for current year2016-12-311,137,380
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01815
Total number of active participants reported on line 7a of the Form 55002016-01-01313
Number of retired or separated participants receiving benefits2016-01-01330
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0128
Total participants2016-01-01749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01924
Total number of active participants reported on line 7a of the Form 55002015-01-01333
Number of retired or separated participants receiving benefits2015-01-01319
Number of other retired or separated participants entitled to future benefits2015-01-01134
Total of all active and inactive participants2015-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0129
Total participants2015-01-01815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01948
Total number of active participants reported on line 7a of the Form 55002014-01-01356
Number of retired or separated participants receiving benefits2014-01-01310
Number of other retired or separated participants entitled to future benefits2014-01-01232
Total of all active and inactive participants2014-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0126
Total participants2014-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01952
Total number of active participants reported on line 7a of the Form 55002013-01-01400
Number of retired or separated participants receiving benefits2013-01-01281
Number of other retired or separated participants entitled to future benefits2013-01-01242
Total of all active and inactive participants2013-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0125
Total participants2013-01-01948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01963
Total number of active participants reported on line 7a of the Form 55002012-01-01428
Number of retired or separated participants receiving benefits2012-01-01258
Number of other retired or separated participants entitled to future benefits2012-01-01243
Total of all active and inactive participants2012-01-01929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-01952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01969
Total number of active participants reported on line 7a of the Form 55002011-01-01475
Number of retired or separated participants receiving benefits2011-01-01239
Number of other retired or separated participants entitled to future benefits2011-01-01225
Total of all active and inactive participants2011-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0124
Total participants2011-01-01963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01979
Total number of active participants reported on line 7a of the Form 55002010-01-01499
Number of retired or separated participants receiving benefits2010-01-01228
Number of other retired or separated participants entitled to future benefits2010-01-01218
Total of all active and inactive participants2010-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0124
Total participants2010-01-01969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01984
Total number of active participants reported on line 7a of the Form 55002009-01-01542
Number of retired or separated participants receiving benefits2009-01-01206
Number of other retired or separated participants entitled to future benefits2009-01-01208
Total of all active and inactive participants2009-01-01956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0123
Total participants2009-01-01979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN

Measure Date Value
2022 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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$0
Total income from all sources (including contributions)2022-12-31$-8,651,041
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,453,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,101,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$55,167,486
Value of total assets at beginning of year2022-12-31$68,271,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$352,036
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,103,761
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$1,103,761
Administrative expenses professional fees incurred2022-12-31$32,853
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$808,634
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,487,682
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$16,696,123
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$67,139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$45,772
Other income not declared elsewhere2022-12-31$-12,471,192
Administrative expenses (other) incurred2022-12-31$256,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,104,195
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,167,486
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$68,271,681
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$62,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,717,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,571,224
Value of interest in common/collective trusts at end of year2022-12-31$14,895,528
Value of interest in common/collective trusts at beginning of year2022-12-31$7,708,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,245,876
Net investment gain or loss from common/collective trusts2022-12-31$5,962,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$7,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,101,118
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 name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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$14,676,191
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,064,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,049,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,500,000
Value of total assets at end of year2021-12-31$68,271,681
Value of total assets at beginning of year2021-12-31$58,659,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,014,974
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$791,235
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$791,235
Administrative expenses professional fees incurred2021-12-31$453,469
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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-interest2021-12-31Yes
Amount of non-exempt transactions with any party-in-interest2021-12-31$222,264
Assets. Other investments not covered elsewhere at end of year2021-12-31$16,696,123
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,890,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$45,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$38,894
Other income not declared elsewhere2021-12-31$443,459
Administrative expenses (other) incurred2021-12-31$467,600
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$9,612,013
Value of net assets at end of year (total assets less liabilities)2021-12-31$68,271,681
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$58,659,668
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
Investment advisory and management fees2021-12-31$93,905
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,571,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,082,267
Value of interest in common/collective trusts at end of year2021-12-31$7,708,562
Value of interest in common/collective trusts at beginning of year2021-12-31$7,897,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,916,197
Net investment gain or loss from common/collective trusts2021-12-31$25,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$9,500,000
Employer contributions (assets) at end of year2021-12-31$7,250,000
Employer contributions (assets) at beginning of year2021-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,049,204
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 name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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$8,196,732
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,590,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,982,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,825,000
Value of total assets at end of year2020-12-31$58,659,668
Value of total assets at beginning of year2020-12-31$55,053,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$608,055
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$866,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$866,099
Administrative expenses professional fees incurred2020-12-31$119,439
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,890,972
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,677,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$38,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$778
Other income not declared elsewhere2020-12-31$-189,743
Administrative expenses (other) incurred2020-12-31$457,240
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$3,606,264
Value of net assets at end of year (total assets less liabilities)2020-12-31$58,659,668
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$55,053,404
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
Investment advisory and management fees2020-12-31$31,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$42,082,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,921
Value of interest in common/collective trusts at end of year2020-12-31$7,897,535
Value of interest in common/collective trusts at beginning of year2020-12-31$49,524,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,480,651
Net investment gain or loss from common/collective trusts2020-12-31$214,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,825,000
Employer contributions (assets) at end of year2020-12-31$750,000
Employer contributions (assets) at beginning of year2020-12-31$832,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,982,413
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 name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$64,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$64,485
Total income from all sources (including contributions)2019-12-31$11,052,533
Total income from all sources (including contributions)2019-12-31$11,052,533
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,418,942
Total of all expenses incurred2019-12-31$4,418,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,728,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,728,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,036,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,036,320
Value of total assets at end of year2019-12-31$55,053,404
Value of total assets at end of year2019-12-31$55,053,404
Value of total assets at beginning of year2019-12-31$48,484,298
Value of total assets at beginning of year2019-12-31$48,484,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$690,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$690,032
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$203,886
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$203,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$203,886
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$203,886
Administrative expenses professional fees incurred2019-12-31$68,555
Administrative expenses professional fees incurred2019-12-31$68,555
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
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-interest2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$586,370
Amount of non-exempt transactions with any party-in-interest2019-12-31$586,370
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,677,811
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,677,811
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,494,425
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,494,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$778
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,552
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,552
Other income not declared elsewhere2019-12-31$13,325
Administrative expenses (other) incurred2019-12-31$453,330
Administrative expenses (other) incurred2019-12-31$453,330
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$64,485
Liabilities. Value of operating payables at beginning of year2019-12-31$64,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,633,591
Value of net income/loss2019-12-31$6,633,591
Value of net assets at end of year (total assets less liabilities)2019-12-31$55,053,404
Value of net assets at end of year (total assets less liabilities)2019-12-31$55,053,404
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,419,813
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,419,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$117,931
Investment advisory and management fees2019-12-31$117,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,528,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,528,014
Value of interest in common/collective trusts at end of year2019-12-31$49,524,922
Value of interest in common/collective trusts at end of year2019-12-31$49,524,922
Value of interest in common/collective trusts at beginning of year2019-12-31$42,099,307
Value of interest in common/collective trusts at beginning of year2019-12-31$42,099,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,337,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,337,016
Net investment gain or loss from common/collective trusts2019-12-31$4,461,986
Net investment gain or loss from common/collective trusts2019-12-31$4,461,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,036,320
Contributions received in cash from employer2019-12-31$2,036,320
Employer contributions (assets) at end of year2019-12-31$832,972
Employer contributions (assets) at end of year2019-12-31$832,972
Employer contributions (assets) at beginning of year2019-12-31$360,000
Employer contributions (assets) at beginning of year2019-12-31$360,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,728,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,728,910
Contract administrator fees2019-12-31$50,216
Contract administrator fees2019-12-31$50,216
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
Accountancy firm EIN2019-12-31381357951
2018 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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$64,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$65,254
Total income from all sources (including contributions)2018-12-31$-429,740
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,108,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,485,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,660,586
Value of total assets at end of year2018-12-31$48,484,298
Value of total assets at beginning of year2018-12-31$53,023,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$623,443
Total interest from all sources2018-12-31$14,762
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$194,357
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,494,425
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,600,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,552
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$646
Administrative expenses (other) incurred2018-12-31$429,086
Liabilities. Value of operating payables at end of year2018-12-31$64,485
Liabilities. Value of operating payables at beginning of year2018-12-31$65,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,538,500
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,419,813
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,958,313
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$1,528,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$714,664
Value of interest in common/collective trusts at end of year2018-12-31$42,099,307
Value of interest in common/collective trusts at beginning of year2018-12-31$47,023,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,762
Net investment gain or loss from common/collective trusts2018-12-31$-2,105,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,660,586
Employer contributions (assets) at end of year2018-12-31$360,000
Employer contributions (assets) at beginning of year2018-12-31$684,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,485,317
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2018-12-31351178661
2017 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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$65,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$74,250
Total income from all sources (including contributions)2017-12-31$9,641,021
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,856,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,199,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,486,437
Value of total assets at end of year2017-12-31$53,023,567
Value of total assets at beginning of year2017-12-31$47,248,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$657,185
Total interest from all sources2017-12-31$89,914
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$446,450
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$192,312
Administrative expenses professional fees incurred2017-12-31$218,271
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,600,000
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$66,805
Administrative expenses (other) incurred2017-12-31$438,914
Liabilities. Value of operating payables at end of year2017-12-31$65,254
Liabilities. Value of operating payables at beginning of year2017-12-31$74,250
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$5,784,490
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,958,313
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,173,823
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$714,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,621,467
Income. Interest from US Government securities2017-12-31$3,275
Income. Interest from corporate debt instruments2017-12-31$80,247
Value of interest in common/collective trusts at end of year2017-12-31$47,023,820
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,563,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,563,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,392
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$3,462,340
Net investment gain or loss from common/collective trusts2017-12-31$6,618,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$2,486,437
Employer contributions (assets) at end of year2017-12-31$684,437
Employer contributions (assets) at beginning of year2017-12-31$600,000
Income. Dividends from common stock2017-12-31$254,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,199,346
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$2,794,632
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$14,139,651
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2017-12-31351178661
2016 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,574,944
Total unrealized appreciation/depreciation of assets2016-12-31$1,574,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$74,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$100,532
Total income from all sources (including contributions)2016-12-31$3,951,411
Total loss/gain on sale of assets2016-12-31$-544,085
Total of all expenses incurred2016-12-31$5,456,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,745,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,200,000
Value of total assets at end of year2016-12-31$47,248,073
Value of total assets at beginning of year2016-12-31$48,779,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$711,201
Total interest from all sources2016-12-31$174,167
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$814,367
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$522,243
Administrative expenses professional fees incurred2016-12-31$251,541
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$66,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$54,953
Administrative expenses (other) incurred2016-12-31$459,660
Liabilities. Value of operating payables at end of year2016-12-31$74,250
Liabilities. Value of operating payables at beginning of year2016-12-31$100,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,505,124
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,173,823
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,678,947
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$24,621,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,200,673
Income. Interest from US Government securities2016-12-31$75,525
Income. Interest from corporate debt instruments2016-12-31$93,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,563,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$436,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$436,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,054
Asset value of US Government securities at end of year2016-12-31$3,462,340
Asset value of US Government securities at beginning of year2016-12-31$3,566,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$732,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$1,200,000
Employer contributions (assets) at end of year2016-12-31$600,000
Employer contributions (assets) at beginning of year2016-12-31$1,814,000
Income. Dividends from common stock2016-12-31$292,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,745,334
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$2,794,632
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$3,769,477
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$14,139,651
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$12,937,321
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-544,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2016-12-31351178661
2015 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,632,614
Total unrealized appreciation/depreciation of assets2015-12-31$-1,632,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$100,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$268,264
Total income from all sources (including contributions)2015-12-31$1,204,347
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,960,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,251,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,814,000
Value of total assets at end of year2015-12-31$48,779,479
Value of total assets at beginning of year2015-12-31$52,703,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$708,682
Total interest from all sources2015-12-31$203,539
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$819,422
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$819,422
Administrative expenses professional fees incurred2015-12-31$288,382
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$54,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$71,091
Administrative expenses (other) incurred2015-12-31$420,300
Liabilities. Value of operating payables at end of year2015-12-31$100,532
Liabilities. Value of operating payables at beginning of year2015-12-31$268,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,755,844
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,678,947
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$52,434,791
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$26,200,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,846,675
Income. Interest from corporate debt instruments2015-12-31$203,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$436,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,905,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,905,867
Asset value of US Government securities at end of year2015-12-31$3,566,413
Asset value of US Government securities at beginning of year2015-12-31$4,471,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$1,814,000
Employer contributions (assets) at end of year2015-12-31$1,814,000
Employer contributions (assets) at beginning of year2015-12-31$2,675,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,251,509
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$3,769,477
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$5,868,269
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$12,937,321
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$12,863,506
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2015-12-31351178661
2014 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,075,296
Total unrealized appreciation/depreciation of assets2014-12-31$1,075,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$268,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$260,653
Total income from all sources (including contributions)2014-12-31$5,280,829
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,258,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,804,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,675,939
Value of total assets at end of year2014-12-31$52,703,055
Value of total assets at beginning of year2014-12-31$50,672,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$453,101
Total interest from all sources2014-12-31$271,731
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$917,738
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$917,738
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$58,850
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$193,712
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$71,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$98,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$197,503
Liabilities. Value of operating payables at end of year2014-12-31$268,264
Liabilities. Value of operating payables at beginning of year2014-12-31$260,653
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$2,022,756
Value of net assets at end of year (total assets less liabilities)2014-12-31$52,434,791
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,412,035
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$196,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,846,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,651,606
Income. Interest from corporate debt instruments2014-12-31$271,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,905,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,430,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,430,174
Asset value of US Government securities at end of year2014-12-31$4,471,708
Asset value of US Government securities at beginning of year2014-12-31$5,441,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$340,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$2,675,939
Employer contributions (assets) at end of year2014-12-31$2,675,939
Employer contributions (assets) at beginning of year2014-12-31$2,880,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,804,972
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$5,868,269
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$6,940,364
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$12,863,506
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$14,036,555
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2014-12-31351178661
2013 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,491,360
Total unrealized appreciation/depreciation of assets2013-12-31$2,491,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$260,653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$779,196
Total income from all sources (including contributions)2013-12-31$9,319,916
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,024,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,592,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,971,981
Value of total assets at end of year2013-12-31$50,672,688
Value of total assets at beginning of year2013-12-31$44,895,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$431,949
Total interest from all sources2013-12-31$388,124
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$757,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$75,388
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$193,712
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$360,336
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$98,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$131,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$558,210
Administrative expenses (other) incurred2013-12-31$173,291
Liabilities. Value of operating payables at end of year2013-12-31$260,653
Liabilities. Value of operating payables at beginning of year2013-12-31$220,986
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$6,295,701
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,412,035
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$44,116,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$183,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,651,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,467,762
Income. Interest from corporate debt instruments2013-12-31$388,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,430,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,590,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,590,721
Asset value of US Government securities at end of year2013-12-31$5,441,536
Asset value of US Government securities at beginning of year2013-12-31$5,620,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,711,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$3,971,981
Employer contributions (assets) at end of year2013-12-31$2,880,000
Employer contributions (assets) at beginning of year2013-12-31$758,019
Income. Dividends from common stock2013-12-31$757,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,592,266
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$6,940,364
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$9,846,250
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$14,036,555
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,120,153
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2013-12-31351178661
2012 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,479,161
Total unrealized appreciation/depreciation of assets2012-12-31$1,479,161
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$779,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$338,324
Total income from all sources (including contributions)2012-12-31$4,975,809
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,730,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,348,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,258,019
Value of total assets at end of year2012-12-31$44,895,530
Value of total assets at beginning of year2012-12-31$42,209,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$381,566
Total interest from all sources2012-12-31$517,897
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$720,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$246,000
Administrative expenses professional fees incurred2012-12-31$69,843
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$360,336
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$308,070
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$131,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$147,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$558,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$144,120
Liabilities. Value of operating payables at end of year2012-12-31$220,986
Liabilities. Value of operating payables at beginning of year2012-12-31$338,324
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$2,245,374
Value of net assets at end of year (total assets less liabilities)2012-12-31$44,116,334
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,870,960
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
Investment advisory and management fees2012-12-31$167,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,467,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,801,452
Income. Interest from corporate debt instruments2012-12-31$517,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,590,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,249,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,249,137
Asset value of US Government securities at end of year2012-12-31$5,620,315
Asset value of US Government securities at beginning of year2012-12-31$388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$2,258,019
Employer contributions (assets) at end of year2012-12-31$758,019
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$720,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,348,869
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$9,846,250
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$9,416,401
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,120,153
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$13,040,299
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2012-12-31351178661
2011 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-684,115
Total unrealized appreciation/depreciation of assets2011-12-31$-684,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$338,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$177,830
Total income from all sources (including contributions)2011-12-31$5,356,237
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,461,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,244,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,729,551
Value of total assets at end of year2011-12-31$42,209,284
Value of total assets at beginning of year2011-12-31$39,154,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$217,042
Total income from rents2011-12-31$32,142
Total interest from all sources2011-12-31$629,616
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$649,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$246,000
Assets. Real estate other than employer real property at beginning of year2011-12-31$241,272
Administrative expenses professional fees incurred2011-12-31$35,003
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$308,070
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$221,115
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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-interest2011-12-31Yes
Amount of non-exempt transactions with any party-in-interest2011-12-31$183,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$147,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$196,791
Administrative expenses (other) incurred2011-12-31$123,035
Liabilities. Value of operating payables at end of year2011-12-31$338,324
Liabilities. Value of operating payables at beginning of year2011-12-31$177,830
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$2,894,534
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,870,960
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,976,426
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$7,801,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,383,072
Income. Interest from corporate debt instruments2011-12-31$629,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,249,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,404,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,404,576
Asset value of US Government securities at end of year2011-12-31$388
Asset value of US Government securities at beginning of year2011-12-31$436,756
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$4,729,551
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$603,833
Income. Dividends from common stock2011-12-31$649,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,244,661
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$9,416,401
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$11,987,231
Contract administrator fees2011-12-31$59,004
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$13,040,299
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$14,679,610
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2011-12-31351178661
2010 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,353,065
Total unrealized appreciation/depreciation of assets2010-12-31$2,353,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$177,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$647,834
Total income from all sources (including contributions)2010-12-31$5,406,749
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,223,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,040,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,853,833
Value of total assets at end of year2010-12-31$39,154,256
Value of total assets at beginning of year2010-12-31$36,440,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$182,840
Total income from rents2010-12-31$18,060
Total interest from all sources2010-12-31$596,924
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$584,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$210,829
Assets. Real estate other than employer real property at end of year2010-12-31$241,272
Assets. Real estate other than employer real property at beginning of year2010-12-31$241,272
Administrative expenses professional fees incurred2010-12-31$58,680
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$221,115
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$209,405
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$196,791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$187,954
Administrative expenses (other) incurred2010-12-31$119,299
Liabilities. Value of operating payables at end of year2010-12-31$177,830
Liabilities. Value of operating payables at beginning of year2010-12-31$647,834
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,183,340
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,976,426
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,793,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,383,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,055,358
Income. Interest from US Government securities2010-12-31$1,869
Income. Interest from corporate debt instruments2010-12-31$591,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,404,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,889,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,889,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,559
Asset value of US Government securities at end of year2010-12-31$436,756
Asset value of US Government securities at beginning of year2010-12-31$827,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,853,833
Employer contributions (assets) at end of year2010-12-31$603,833
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$7,578
Income. Dividends from common stock2010-12-31$366,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,040,569
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$11,987,231
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$12,028,220
Contract administrator fees2010-12-31$4,861
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$14,679,610
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$12,001,726
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2010-12-31351178661
2009 : SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN

2022: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION 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: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHEASTERN OHIO REGIONAL MEDICAL CENTER PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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