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Plan Name | SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN |
Plan identification number | 013 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
013 | 2016-01-01 | BRIAN DERRICK | |||
013 | 2015-01-01 | BRIAN DERRICK | |||
013 | 2014-01-01 | THOMAS ONEILL | THOMAS ONEILL | 2015-10-12 | |
013 | 2013-01-01 | BRIAN DERRICK | BRIAN DERRICK | 2014-10-15 | |
013 | 2012-01-01 | CHARLES ALDERSON | |||
013 | 2011-01-01 | CHARLES ALDERSON | |||
013 | 2009-01-01 | CHARLES ALDERSON | |||
013 | 2009-01-01 | CHARLES ALDERSON |
Measure | Date | Value |
---|---|---|
2016: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 16 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 41 |
Number of participants with account balances | 2013-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 164 |
Total participants | 2012-01-01 | 164 |
Number of participants with account balances | 2012-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 156 |
Number of participants with account balances | 2011-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 175 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 178 |
Number of participants with account balances | 2009-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-10-10 | $-148,226 |
Total plan liabilities at end of year | 2016-10-10 | $0 |
Total plan liabilities at beginning of year | 2016-10-10 | $0 |
Total income from all sources | 2016-10-10 | $13,064 |
Expenses. Total of all expenses incurred | 2016-10-10 | $14,493 |
Benefits paid (including direct rollovers) | 2016-10-10 | $14,534 |
Total plan assets at end of year | 2016-10-10 | $0 |
Total plan assets at beginning of year | 2016-10-10 | $149,655 |
Value of fidelity bond covering the plan | 2016-10-10 | $10,000,000 |
Total contributions received or receivable from participants | 2016-10-10 | $3,229 |
Expenses. Other expenses not covered elsewhere | 2016-10-10 | $0 |
Contributions received from other sources (not participants or employers) | 2016-10-10 | $0 |
Other income received | 2016-10-10 | $9,835 |
Noncash contributions received | 2016-10-10 | $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 loans | 2016-10-10 | $0 |
Total contributions received or receivable from employer(s) | 2016-10-10 | $0 |
Value of certain deemed distributions of participant loans | 2016-10-10 | $0 |
Value of corrective distributions | 2016-10-10 | $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 plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $22,041 |
Expenses. Total of all expenses incurred | 2015-12-31 | $58,489 |
Benefits paid (including direct rollovers) | 2015-12-31 | $58,523 |
Total plan assets at end of year | 2015-12-31 | $149,655 |
Total plan assets at beginning of year | 2015-12-31 | $186,103 |
Value of fidelity bond covering the plan | 2015-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $4,679 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $18,601 |
Other income received | 2015-12-31 | $-1,239 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $3,019 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $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 plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $30,606 |
Expenses. Total of all expenses incurred | 2014-12-31 | $273,164 |
Benefits paid (including direct rollovers) | 2014-12-31 | $267,313 |
Total plan assets at end of year | 2014-12-31 | $186,104 |
Total plan assets at beginning of year | 2014-12-31 | $428,662 |
Value of fidelity bond covering the plan | 2014-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $7,837 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $22,769 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $4,224 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $5,657 |
Value of corrective distributions | 2014-12-31 | $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 assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $46,652 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $46,551 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $-382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $31,192 |
Value of total assets at end of year | 2013-12-31 | $428,662 |
Value of total assets at beginning of year | 2013-12-31 | $377,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $483 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $9,538 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $31,192 |
Participant contributions at end of year | 2013-12-31 | $9,464 |
Participant contributions at beginning of year | 2013-12-31 | $11,124 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $233,340 |
Administrative expenses (other) incurred | 2013-12-31 | $483 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $419,198 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $360,039 |
Interest on participant loans | 2013-12-31 | $442 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $6,606 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $46,551 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SS&G, INC. |
Accountancy firm EIN | 2013-12-31 | 341945695 |
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 incurred | 2012-12-31 | $13,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $13,041 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $378 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $36,215 |
Value of total assets at end of year | 2012-12-31 | $377,769 |
Value of total assets at beginning of year | 2012-12-31 | $314,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $356 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $11,909 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $36,215 |
Participant contributions at end of year | 2012-12-31 | $11,124 |
Participant contributions at beginning of year | 2012-12-31 | $4,892 |
Administrative expenses (other) incurred | 2012-12-31 | $356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $360,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $303,605 |
Interest on participant loans | 2012-12-31 | $343 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $6,606 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $5,773 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $13,041 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SS&G, INC. |
Accountancy firm EIN | 2012-12-31 | 341945695 |
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 incurred | 2011-12-31 | $24,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $24,595 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $-42 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $34,062 |
Value of total assets at end of year | 2011-12-31 | $314,270 |
Value of total assets at beginning of year | 2011-12-31 | $314,577 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $407 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $9,649 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $34,062 |
Participant contributions at end of year | 2011-12-31 | $4,892 |
Participant contributions at beginning of year | 2011-12-31 | $5,382 |
Administrative expenses (other) incurred | 2011-12-31 | $407 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $303,605 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $303,839 |
Interest on participant loans | 2011-12-31 | $238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $5,773 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $5,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $24,595 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SS&G FINANCIAL SERVICES |
Accountancy firm EIN | 2011-12-31 | 341945695 |
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 incurred | 2010-12-31 | $24,137 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $314,577 |
Value of total assets at beginning of year | 2010-12-31 | $262,714 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $313 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $7,145 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $38,838 |
Participant contributions at end of year | 2010-12-31 | $5,382 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $313 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $303,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $258,115 |
Interest on participant loans | 2010-12-31 | $77 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $5,356 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $4,599 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $23,824 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SS&G FINANCIAL SERVICES |
Accountancy firm EIN | 2010-12-31 | 341945695 |
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 securities | 2009-12-31 | $0 |
2016: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SUMMA/BARBERTON HOSPITAL BARGAINING UNIT RTMT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |