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OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 401k Plan overview

Plan NameOHIO NURSES ASSOCIATION RETIREMENT PROGRAM
Plan identification number 002

OHIO NURSES ASSOCIATION RETIREMENT PROGRAM Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSITY HOSPITALS (UH) has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY HOSPITALS (UH)
Employer identification number (EIN):340714461
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO NURSES ASSOCIATION RETIREMENT PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS SNOWBERGER
0022016-01-01THOMAS D. SNOWBERGER2017-07-19
0022015-01-01THOMAS D. SNOWBERGER2016-07-27
0022014-01-01THOMAS D. SNOWBERGER2015-08-03
0022013-01-01THOMAS D. SNOWBERGER2014-07-14
0022012-01-01ELLIOTT KELLMAN2013-08-27
0022011-01-01KATE VAN STRATTON2012-07-23
0022010-01-01KATHERINE VAN STRATTON2011-08-01

Plan Statistics for OHIO NURSES ASSOCIATION RETIREMENT PROGRAM

401k plan membership statisitcs for OHIO NURSES ASSOCIATION RETIREMENT PROGRAM

Measure Date Value
2022: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-0190
Total number of active participants reported on line 7a of the Form 55002022-01-0162
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0151
Total of all active and inactive participants2022-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01114
Number of participants with account balances2022-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-0196
Total number of active participants reported on line 7a of the Form 55002021-01-0150
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0190
Number of participants with account balances2021-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-0193
Total number of active participants reported on line 7a of the Form 55002020-01-0158
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0196
Number of participants with account balances2020-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-01111
Total number of active participants reported on line 7a of the Form 55002019-01-0157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0193
Number of participants with account balances2019-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-01102
Total number of active participants reported on line 7a of the Form 55002018-01-0169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01111
Number of participants with account balances2018-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-01102
Total number of active participants reported on line 7a of the Form 55002017-01-0160
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01102
Number of participants with account balances2017-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on OHIO NURSES ASSOCIATION RETIREMENT PROGRAM

Measure Date Value
2022 : OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-401,134
Expenses. Total of all expenses incurred2022-12-31$267,449
Benefits paid (including direct rollovers)2022-12-31$263,848
Total plan assets at end of year2022-12-31$3,340,520
Total plan assets at beginning of year2022-12-31$4,009,103
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-617,774
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-668,583
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,340,520
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,009,103
Total contributions received or receivable from employer(s)2022-12-31$216,640
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,601
2021 : OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$642,815
Expenses. Total of all expenses incurred2021-12-31$412,582
Benefits paid (including direct rollovers)2021-12-31$409,068
Total plan assets at end of year2021-12-31$4,009,103
Total plan assets at beginning of year2021-12-31$3,778,870
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$438,081
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$230,233
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,009,103
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,778,870
Total contributions received or receivable from employer(s)2021-12-31$204,734
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,514
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$207,847
Amount contributed by the employer to the plan for this plan year2021-12-31$207,847
2020 : OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$686,185
Expenses. Total of all expenses incurred2020-12-31$244,923
Benefits paid (including direct rollovers)2020-12-31$241,938
Total plan assets at end of year2020-12-31$3,778,870
Total plan assets at beginning of year2020-12-31$3,337,608
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$460,667
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$441,262
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,778,870
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,337,608
Total contributions received or receivable from employer(s)2020-12-31$225,518
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,985
2019 : OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$758,264
Expenses. Total of all expenses incurred2019-12-31$329,148
Benefits paid (including direct rollovers)2019-12-31$326,087
Total plan assets at end of year2019-12-31$3,337,608
Total plan assets at beginning of year2019-12-31$2,908,492
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$546,915
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$429,116
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,337,608
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,908,492
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$211,349
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,061
2018 : OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$51,765
Expenses. Total of all expenses incurred2018-12-31$110,179
Benefits paid (including direct rollovers)2018-12-31$107,061
Total plan assets at end of year2018-12-31$2,908,492
Total plan assets at beginning of year2018-12-31$2,966,906
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-159,634
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-58,414
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,908,492
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,966,906
Total contributions received or receivable from employer(s)2018-12-31$211,399
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,118
2017 : OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$503,251
Expenses. Total of all expenses incurred2017-12-31$176,210
Benefits paid (including direct rollovers)2017-12-31$171,911
Total plan assets at end of year2017-12-31$2,966,906
Total plan assets at beginning of year2017-12-31$2,639,865
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$312,087
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$327,041
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,966,906
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,639,865
Total contributions received or receivable from employer(s)2017-12-31$191,164
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,299

Form 5500 Responses for OHIO NURSES ASSOCIATION RETIREMENT PROGRAM

2022: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OHIO NURSES ASSOCIATION RETIREMENT PROGRAM 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberPLACEHOLDER
Policy instance 1
Insurance contract or identification numberPLACEHOLDER
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-07-02
Total amount of commissions paid to insurance brokerUSD $5,409
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,409
Amount paid for insurance broker fees0
Insurance broker nameHUNTINGTON INVESTMENT CO.

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