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SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 401k Plan overview

Plan NameSUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN
Plan identification number 013

SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

SUMMA AKRON CITY AND ST. THOMAS HOSPITALS has sponsored the creation of one or more 401k plans.

Company Name:SUMMA AKRON CITY AND ST. THOMAS HOSPITALS
Employer identification number (EIN):340714755
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SUMMA AKRON CITY AND ST. THOMAS HOSPITALS

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1926-06-15
Company Identification Number: 121908
Legal Registered Office Address: 525 EAST MARKET STREET
P.O. BOX 2090
AKRON
United States of America (USA)
443092090

More information about SUMMA AKRON CITY AND ST. THOMAS HOSPITALS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0132016-01-01BRIAN DERRICK
0132015-01-01BRIAN DERRICK
0132014-01-01THOMAS ONEILL THOMAS ONEILL2015-10-12
0132013-01-01BRIAN DERRICK BRIAN DERRICK2014-10-15
0132012-01-01CHARLES ALDERSON
0132011-01-01CHARLES ALDERSON
0132009-01-01CHARLES ALDERSON
0132009-01-01CHARLES ALDERSON

Plan Statistics for SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN

401k plan membership statisitcs for SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN

Measure Date Value
2016: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0141
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-0138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0141
Number of participants with account balances2013-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01156
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01164
Total participants2012-01-01164
Number of participants with account balances2012-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01182
Total number of active participants reported on line 7a of the Form 55002011-01-01151
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01156
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01178
Number of participants with account balances2009-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN

Measure Date Value
2016 : SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-10-10$-148,226
Total plan liabilities at end of year2016-10-10$0
Total plan liabilities at beginning of year2016-10-10$0
Total income from all sources2016-10-10$13,064
Expenses. Total of all expenses incurred2016-10-10$14,493
Benefits paid (including direct rollovers)2016-10-10$14,534
Total plan assets at end of year2016-10-10$0
Total plan assets at beginning of year2016-10-10$149,655
Value of fidelity bond covering the plan2016-10-10$10,000,000
Total contributions received or receivable from participants2016-10-10$3,229
Expenses. Other expenses not covered elsewhere2016-10-10$0
Contributions received from other sources (not participants or employers)2016-10-10$0
Other income received2016-10-10$9,835
Noncash contributions received2016-10-10$0
Net income (gross income less expenses)2016-10-10$-1,429
Net plan assets at end of year (total assets less liabilities)2016-10-10$0
Net plan assets at beginning of year (total assets less liabilities)2016-10-10$149,655
Assets. Value of participant loans2016-10-10$0
Total contributions received or receivable from employer(s)2016-10-10$0
Value of certain deemed distributions of participant loans2016-10-10$0
Value of corrective distributions2016-10-10$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-10$-41
2015 : SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$22,041
Expenses. Total of all expenses incurred2015-12-31$58,489
Benefits paid (including direct rollovers)2015-12-31$58,523
Total plan assets at end of year2015-12-31$149,655
Total plan assets at beginning of year2015-12-31$186,103
Value of fidelity bond covering the plan2015-12-31$10,000,000
Total contributions received or receivable from participants2015-12-31$4,679
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$18,601
Other income received2015-12-31$-1,239
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-36,448
Net plan assets at end of year (total assets less liabilities)2015-12-31$149,655
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$186,103
Assets. Value of participant loans2015-12-31$3,019
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$-34
2014 : SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$30,606
Expenses. Total of all expenses incurred2014-12-31$273,164
Benefits paid (including direct rollovers)2014-12-31$267,313
Total plan assets at end of year2014-12-31$186,104
Total plan assets at beginning of year2014-12-31$428,662
Value of fidelity bond covering the plan2014-12-31$10,000,000
Total contributions received or receivable from participants2014-12-31$7,837
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$22,769
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-242,558
Net plan assets at end of year (total assets less liabilities)2014-12-31$186,104
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$428,662
Assets. Value of participant loans2014-12-31$4,224
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$5,657
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$194
2013 : SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$233,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$233,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$97,545
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$46,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$46,551
Expenses. Certain deemed distributions of participant loans2013-12-31$-382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$31,192
Value of total assets at end of year2013-12-31$428,662
Value of total assets at beginning of year2013-12-31$377,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$483
Total interest from all sources2013-12-31$442
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$9,538
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$31,192
Participant contributions at end of year2013-12-31$9,464
Participant contributions at beginning of year2013-12-31$11,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$233,340
Administrative expenses (other) incurred2013-12-31$483
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$50,893
Value of net assets at end of year (total assets less liabilities)2013-12-31$195,322
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$377,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$419,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$360,039
Interest on participant loans2013-12-31$442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$56,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$46,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SS&G, INC.
Accountancy firm EIN2013-12-31341945695
2012 : SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$77,274
Total of all expenses incurred2012-12-31$13,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,041
Expenses. Certain deemed distributions of participant loans2012-12-31$378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$36,215
Value of total assets at end of year2012-12-31$377,769
Value of total assets at beginning of year2012-12-31$314,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$356
Total interest from all sources2012-12-31$344
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$11,909
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$36,215
Participant contributions at end of year2012-12-31$11,124
Participant contributions at beginning of year2012-12-31$4,892
Administrative expenses (other) incurred2012-12-31$356
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$63,499
Value of net assets at end of year (total assets less liabilities)2012-12-31$377,769
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$314,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$360,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$303,605
Interest on participant loans2012-12-31$343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$28,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SS&G, INC.
Accountancy firm EIN2012-12-31341945695
2011 : SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$24,653
Total of all expenses incurred2011-12-31$24,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,595
Expenses. Certain deemed distributions of participant loans2011-12-31$-42
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$34,062
Value of total assets at end of year2011-12-31$314,270
Value of total assets at beginning of year2011-12-31$314,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$407
Total interest from all sources2011-12-31$239
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,649
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$34,062
Participant contributions at end of year2011-12-31$4,892
Participant contributions at beginning of year2011-12-31$5,382
Administrative expenses (other) incurred2011-12-31$407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-307
Value of net assets at end of year (total assets less liabilities)2011-12-31$314,270
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$314,577
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$303,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$303,839
Interest on participant loans2011-12-31$238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-19,297
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,595
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SS&G FINANCIAL SERVICES
Accountancy firm EIN2011-12-31341945695
2010 : SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$76,000
Total of all expenses incurred2010-12-31$24,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$38,838
Value of total assets at end of year2010-12-31$314,577
Value of total assets at beginning of year2010-12-31$262,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$313
Total interest from all sources2010-12-31$80
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,145
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$7,145
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$38,838
Participant contributions at end of year2010-12-31$5,382
Participant contributions at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$313
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$51,863
Value of net assets at end of year (total assets less liabilities)2010-12-31$314,577
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$262,714
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$303,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$258,115
Interest on participant loans2010-12-31$77
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,937
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SS&G FINANCIAL SERVICES
Accountancy firm EIN2010-12-31341945695
2009 : SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS 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 SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN

2016: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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