?>
Plan Name | GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | FRANCISCAN ALLIANCE, INC. |
Employer identification number (EIN): | 352056396 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about FRANCISCAN ALLIANCE, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2021-05-28 |
Company Identification Number: | 0804094928 |
Legal Registered Office Address: |
1515 W DRAGOON TRL MISHAWAKA United States of America (USA) 46544 |
More information about FRANCISCAN ALLIANCE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JOEL HOFF | |||
001 | 2016-01-01 | JOEL HOFF | |||
001 | 2015-01-01 | JOEL HOFF | |||
001 | 2014-01-01 | JOEL HOFF | |||
001 | 2013-01-01 | JOEL HOFF | |||
001 | 2012-01-01 | JOEL P. HOFF | JOEL P. HOFF | 2013-10-15 | |
001 | 2011-01-01 | JOEL P. HOFF | JOEL P. HOFF | 2012-10-17 | |
001 | 2009-01-01 | JOEL P. HOFF |
Measure | Date | Value |
---|---|---|
2022: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 43,406,164 |
Acturial value of plan assets | 2022-12-31 | 42,713,826 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 19,908,219 |
Number of terminated vested participants | 2022-12-31 | 340 |
Fundng target for terminated vested participants | 2022-12-31 | 5,030,629 |
Active participant vested funding target | 2022-12-31 | 7,155,587 |
Number of active participants | 2022-12-31 | 396 |
Total funding liabilities for active participants | 2022-12-31 | 7,155,587 |
Total participant count | 2022-12-31 | 1,389 |
Total funding target for all participants | 2022-12-31 | 32,094,435 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 445,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,389 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 355 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 602 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 304 |
Total of all active and inactive participants | 2022-01-01 | 1,261 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 80 |
Total participants | 2022-01-01 | 1,341 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 46,470,630 |
Acturial value of plan assets | 2021-12-31 | 42,050,814 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 19,895,615 |
Number of terminated vested participants | 2021-12-31 | 345 |
Fundng target for terminated vested participants | 2021-12-31 | 4,782,987 |
Active participant vested funding target | 2021-12-31 | 8,574,367 |
Number of active participants | 2021-12-31 | 446 |
Total funding liabilities for active participants | 2021-12-31 | 8,574,367 |
Total participant count | 2021-12-31 | 1,434 |
Total funding target for all participants | 2021-12-31 | 33,252,969 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 925,003 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 974,768 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 403,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,434 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 396 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 593 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 323 |
Total of all active and inactive participants | 2021-01-01 | 1,312 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 77 |
Total participants | 2021-01-01 | 1,389 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 43,079,775 |
Acturial value of plan assets | 2020-12-31 | 40,358,575 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 20,719,144 |
Number of terminated vested participants | 2020-12-31 | 354 |
Fundng target for terminated vested participants | 2020-12-31 | 5,001,596 |
Active participant vested funding target | 2020-12-31 | 9,487,026 |
Number of active participants | 2020-12-31 | 487 |
Total funding liabilities for active participants | 2020-12-31 | 9,487,026 |
Total participant count | 2020-12-31 | 1,472 |
Total funding target for all participants | 2020-12-31 | 35,207,766 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 1,831,881 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,933,367 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 1,000,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 925,003 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 629,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 925,003 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,472 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 446 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 584 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 326 |
Total of all active and inactive participants | 2020-01-01 | 1,356 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 78 |
Total participants | 2020-01-01 | 1,434 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 37,707,496 |
Acturial value of plan assets | 2019-12-31 | 38,967,157 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 20,273,373 |
Number of terminated vested participants | 2019-12-31 | 374 |
Fundng target for terminated vested participants | 2019-12-31 | 5,074,625 |
Active participant vested funding target | 2019-12-31 | 10,689,992 |
Number of active participants | 2019-12-31 | 549 |
Total funding liabilities for active participants | 2019-12-31 | 10,689,992 |
Total participant count | 2019-12-31 | 1,534 |
Total funding target for all participants | 2019-12-31 | 36,037,990 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 2,763,428 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 2,921,496 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 2,000,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,831,881 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 602,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,831,881 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,533 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 487 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 578 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 343 |
Total of all active and inactive participants | 2019-01-01 | 1,408 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 64 |
Total participants | 2019-01-01 | 1,472 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 39,749,100 |
Acturial value of plan assets | 2018-12-31 | 38,166,006 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 20,145,155 |
Number of terminated vested participants | 2018-12-31 | 383 |
Fundng target for terminated vested participants | 2018-12-31 | 4,927,860 |
Active participant vested funding target | 2018-12-31 | 11,313,017 |
Number of active participants | 2018-12-31 | 591 |
Total funding liabilities for active participants | 2018-12-31 | 11,313,017 |
Total participant count | 2018-12-31 | 1,574 |
Total funding target for all participants | 2018-12-31 | 36,386,032 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 3,654,720 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 1,732,564 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 1,922,156 |
Present value of excess contributions | 2018-12-31 | 7,998,556 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 8,562,057 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 2,136,476 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 3,000,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 2,763,428 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 791,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 2,763,428 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,573 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 549 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 562 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 354 |
Total of all active and inactive participants | 2018-01-01 | 1,465 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 68 |
Total participants | 2018-01-01 | 1,533 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 31,026,658 |
Acturial value of plan assets | 2017-12-31 | 31,324,856 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 19,175,977 |
Number of terminated vested participants | 2017-12-31 | 392 |
Fundng target for terminated vested participants | 2017-12-31 | 4,630,978 |
Active participant vested funding target | 2017-12-31 | 10,780,713 |
Number of active participants | 2017-12-31 | 624 |
Total funding liabilities for active participants | 2017-12-31 | 10,780,713 |
Total participant count | 2017-12-31 | 1,611 |
Total funding target for all participants | 2017-12-31 | 34,587,668 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 5,494,695 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 1,732,563 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 3,762,132 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 381,295 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 3,654,720 |
Total employer contributions | 2017-12-31 | 9,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 8,250,256 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 715,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 6,917,532 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,984,264 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 1,732,564 |
Additional cash requirement | 2017-12-31 | 251,700 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 8,250,256 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,610 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 591 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 552 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 362 |
Total of all active and inactive participants | 2017-01-01 | 1,505 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 68 |
Total participants | 2017-01-01 | 1,573 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 32,044,826 |
Acturial value of plan assets | 2016-12-31 | 32,937,848 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 18,485,566 |
Number of terminated vested participants | 2016-12-31 | 444 |
Fundng target for terminated vested participants | 2016-12-31 | 4,907,826 |
Active participant vested funding target | 2016-12-31 | 10,910,549 |
Number of active participants | 2016-12-31 | 672 |
Total funding liabilities for active participants | 2016-12-31 | 10,910,549 |
Total participant count | 2016-12-31 | 1,686 |
Total funding target for all participants | 2016-12-31 | 34,303,941 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,071,719 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 6,927,954 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 508,000 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 563,719 |
Amount remaining of prefunding balance | 2016-12-31 | 6,927,954 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 551,317 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 1,280,844 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 5,494,695 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 599,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 6,860,788 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,732,563 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 1,732,563 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,686 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 624 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 548 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 371 |
Total of all active and inactive participants | 2016-01-01 | 1,543 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 67 |
Total participants | 2016-01-01 | 1,610 |
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 | 2 |
2015: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,821 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 672 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 526 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 424 |
Total of all active and inactive participants | 2015-01-01 | 1,622 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 64 |
Total participants | 2015-01-01 | 1,686 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,203 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 715 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 471 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 576 |
Total of all active and inactive participants | 2014-01-01 | 1,762 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 59 |
Total participants | 2014-01-01 | 1,821 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,219 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 787 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 417 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 943 |
Total of all active and inactive participants | 2013-01-01 | 2,147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 56 |
Total participants | 2013-01-01 | 2,203 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,252 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 847 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 379 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 939 |
Total of all active and inactive participants | 2012-01-01 | 2,165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 54 |
Total participants | 2012-01-01 | 2,219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,266 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 924 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 339 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 937 |
Total of all active and inactive participants | 2011-01-01 | 2,200 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 52 |
Total participants | 2011-01-01 | 2,252 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2,289 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,057 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 277 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 909 |
Total of all active and inactive participants | 2009-01-01 | 2,243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 30 |
Total participants | 2009-01-01 | 2,273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 9 |
Measure | Date | Value |
---|---|---|
2022 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-9,530,122 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-9,530,122 |
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 | $-8,630,469 |
Total loss/gain on sale of assets | 2022-12-31 | $-476,890 |
Total of all expenses incurred | 2022-12-31 | $3,284,957 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,854,024 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $31,490,739 |
Value of total assets at beginning of year | 2022-12-31 | $43,406,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $430,933 |
Total interest from all sources | 2022-12-31 | $1,376,543 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $245,473 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $318,827 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $334,773 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $171,047 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-11,915,426 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $31,490,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $43,406,165 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $14,413 |
Interest earned on other investments | 2022-12-31 | $1,376,543 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $4,976,780 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $6,214,236 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $492,245 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $593,067 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $593,067 |
Asset value of US Government securities at end of year | 2022-12-31 | $1,013,037 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $1,790,562 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $0 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,854,024 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $24,017,648 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $33,886,526 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $672,202 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $587,001 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $476,890 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BLUE AND COMPANY, LLC. |
Accountancy firm EIN | 2022-12-31 | 351178661 |
2021 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-931,330 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-931,330 |
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 | $638,361 |
Total loss/gain on sale of assets | 2021-12-31 | $169,313 |
Total of all expenses incurred | 2021-12-31 | $3,728,058 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,283,261 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $43,406,165 |
Value of total assets at beginning of year | 2021-12-31 | $46,495,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $444,797 |
Total interest from all sources | 2021-12-31 | $1,400,378 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $243,345 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $334,773 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $523,436 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $180,177 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-3,089,697 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $43,406,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $46,495,862 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $21,275 |
Interest earned on other investments | 2021-12-31 | $1,400,378 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $6,214,236 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,817,385 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $593,067 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,051,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,051,562 |
Asset value of US Government securities at end of year | 2021-12-31 | $1,790,562 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $1,373,529 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,283,261 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $33,886,526 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $37,154,226 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $587,001 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $575,724 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $6,903,235 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $6,733,922 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BLUE AND COMPANY, LLC. |
Accountancy firm EIN | 2021-12-31 | 351178661 |
2020 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $3,402,939 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $3,402,939 |
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 | $6,568,531 |
Total loss/gain on sale of assets | 2020-12-31 | $749,288 |
Total of all expenses incurred | 2020-12-31 | $3,219,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,816,063 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,000,000 |
Value of total assets at end of year | 2020-12-31 | $46,495,862 |
Value of total assets at beginning of year | 2020-12-31 | $43,146,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $403,014 |
Total interest from all sources | 2020-12-31 | $1,416,304 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $217,399 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $523,436 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $347,954 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $172,248 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,349,454 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $46,495,862 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $43,146,408 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $13,367 |
Interest earned on other investments | 2020-12-31 | $1,416,304 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,817,385 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,020,351 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,051,562 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $625,235 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $625,235 |
Asset value of US Government securities at end of year | 2020-12-31 | $1,373,529 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $1,104,995 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,816,063 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $37,154,226 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $34,500,667 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $575,724 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $547,206 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $1,075,574 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $326,286 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BLUE AND COMPANY, LLC. |
Accountancy firm EIN | 2020-12-31 | 351178661 |
2019 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $5,296,662 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $5,296,662 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $5,296,662 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $5,296,662 |
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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $9,101,689 |
Total income from all sources (including contributions) | 2019-12-31 | $9,101,689 |
Total loss/gain on sale of assets | 2019-12-31 | $358,280 |
Total loss/gain on sale of assets | 2019-12-31 | $358,280 |
Total of all expenses incurred | 2019-12-31 | $3,741,281 |
Total of all expenses incurred | 2019-12-31 | $3,741,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,112,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,112,205 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,000,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,000,000 |
Value of total assets at end of year | 2019-12-31 | $43,146,408 |
Value of total assets at end of year | 2019-12-31 | $43,146,408 |
Value of total assets at beginning of year | 2019-12-31 | $37,786,000 |
Value of total assets at beginning of year | 2019-12-31 | $37,786,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $629,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $629,076 |
Total interest from all sources | 2019-12-31 | $1,446,747 |
Total interest from all sources | 2019-12-31 | $1,446,747 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $212,320 |
Administrative expenses professional fees incurred | 2019-12-31 | $212,320 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $347,954 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $347,954 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $324,665 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $324,665 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $398,114 |
Administrative expenses (other) incurred | 2019-12-31 | $398,114 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,360,408 |
Value of net income/loss | 2019-12-31 | $5,360,408 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $43,146,408 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $43,146,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,786,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,786,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $18,642 |
Investment advisory and management fees | 2019-12-31 | $18,642 |
Interest earned on other investments | 2019-12-31 | $1,446,747 |
Interest earned on other investments | 2019-12-31 | $1,446,747 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,020,351 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,020,351 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,036,725 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,036,725 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $625,235 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $625,235 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $682,937 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $682,937 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $682,937 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $682,937 |
Asset value of US Government securities at end of year | 2019-12-31 | $1,104,995 |
Asset value of US Government securities at end of year | 2019-12-31 | $1,104,995 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $350,343 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $350,343 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,000,000 |
Contributions received in cash from employer | 2019-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,112,205 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,112,205 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $34,500,667 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $34,500,667 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $29,879,282 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $29,879,282 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $547,206 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $547,206 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $512,048 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $512,048 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $394,759 |
Aggregate proceeds on sale of assets | 2019-12-31 | $394,759 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $36,479 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $36,479 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BLUE AND COMPANY, LLC. |
Accountancy firm name | 2019-12-31 | BLUE AND COMPANY, LLC. |
Accountancy firm EIN | 2019-12-31 | 351178661 |
Accountancy firm EIN | 2019-12-31 | 351178661 |
2018 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-2,193,859 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-2,193,859 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,575,345 |
Total loss/gain on sale of assets | 2018-12-31 | $-469,520 |
Total of all expenses incurred | 2018-12-31 | $3,800,599 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,198,578 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,000,000 |
Value of total assets at end of year | 2018-12-31 | $37,786,000 |
Value of total assets at beginning of year | 2018-12-31 | $40,011,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $602,021 |
Total interest from all sources | 2018-12-31 | $1,238,724 |
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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $247,856 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $506,482 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $324,665 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $267,593 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $218,794 |
Administrative expenses (other) incurred | 2018-12-31 | $298,248 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,225,254 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $37,786,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $40,011,254 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $55,917 |
Interest earned on other investments | 2018-12-31 | $1,238,724 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $3,036,725 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,176,257 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $682,937 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $888,106 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $888,106 |
Asset value of US Government securities at end of year | 2018-12-31 | $350,343 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $6,847,440 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $3,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $9,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,198,578 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $29,879,282 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $18,148,329 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $512,048 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $958,253 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $25,870,922 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $26,340,442 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BLUE AND COMPANY, LLC. |
Accountancy firm EIN | 2018-12-31 | 351178661 |
2017 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,290,672 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,290,672 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $12,275,254 |
Total loss/gain on sale of assets | 2017-12-31 | $856,931 |
Total of all expenses incurred | 2017-12-31 | $3,290,658 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,499,495 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $9,000,000 |
Value of total assets at end of year | 2017-12-31 | $40,011,254 |
Value of total assets at beginning of year | 2017-12-31 | $31,026,658 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $791,163 |
Total interest from all sources | 2017-12-31 | $1,127,651 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $195,568 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $506,482 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $502,329 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $267,593 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $270,164 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $218,794 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $500,177 |
Administrative expenses (other) incurred | 2017-12-31 | $508,738 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $8,984,596 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $40,011,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $31,026,658 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $86,857 |
Interest earned on other investments | 2017-12-31 | $1,127,651 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,176,257 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $3,682,632 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $888,106 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $271,504 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $271,504 |
Asset value of US Government securities at end of year | 2017-12-31 | $6,847,440 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $7,191,789 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $9,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $9,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,499,495 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $18,148,329 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $17,717,783 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $958,253 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $890,280 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $2,921,250 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $2,064,319 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BLUE AND COMPANY, LLC. |
Accountancy firm EIN | 2017-12-31 | 351178661 |
2016 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,519 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,519 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,213,219 |
Total loss/gain on sale of assets | 2016-12-31 | $1,029,481 |
Total of all expenses incurred | 2016-12-31 | $3,231,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,516,886 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $31,026,658 |
Value of total assets at beginning of year | 2016-12-31 | $32,044,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $714,501 |
Total interest from all sources | 2016-12-31 | $1,181,219 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $211,271 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $502,329 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $499,990 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $270,164 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $284,051 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $500,177 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $995,876 |
Administrative expenses (other) incurred | 2016-12-31 | $413,904 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-1,018,168 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $31,026,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $32,044,826 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $89,326 |
Interest earned on other investments | 2016-12-31 | $1,181,219 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,682,632 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $4,559,012 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $271,504 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $351,107 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $351,107 |
Asset value of US Government securities at end of year | 2016-12-31 | $7,191,789 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $8,138,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,516,886 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $17,717,783 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $16,595,811 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $890,280 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $620,946 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $2,486,475 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,456,994 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BLUE AND COMPANY, LLC. |
Accountancy firm EIN | 2016-12-31 | 351178661 |
2015 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-3,976,789 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-3,976,789 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $-789,113 |
Total loss/gain on sale of assets | 2015-12-31 | $2,129,000 |
Total of all expenses incurred | 2015-12-31 | $4,599,494 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,000,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $32,044,826 |
Value of total assets at beginning of year | 2015-12-31 | $37,433,433 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $598,887 |
Total interest from all sources | 2015-12-31 | $338,722 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $41,578 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $161,733 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $499,990 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $817,179 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $284,051 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $327,313 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $995,876 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $1,853,064 |
Other income not declared elsewhere | 2015-12-31 | $678,376 |
Administrative expenses (other) incurred | 2015-12-31 | $267,525 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-5,388,607 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $32,044,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $37,433,433 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $169,629 |
Interest earned on other investments | 2015-12-31 | $338,722 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $4,559,012 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,536,323 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $351,107 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $501,177 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $501,177 |
Asset value of US Government securities at end of year | 2015-12-31 | $8,138,033 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $6,495,389 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Income. Dividends from common stock | 2015-12-31 | $41,578 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,000,607 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $16,595,811 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $13,662,829 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $620,946 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $9,240,159 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $3,033,431 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $904,431 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BLUE AND COMPANY, LLC. |
Accountancy firm EIN | 2015-12-31 | 351178661 |
2014 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $1,380,997 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $1,380,997 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,330,761 |
Total loss/gain on sale of assets | 2014-12-31 | $1,430,068 |
Total of all expenses incurred | 2014-12-31 | $5,325,670 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,817,544 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $37,433,433 |
Value of total assets at beginning of year | 2014-12-31 | $38,428,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $508,126 |
Total interest from all sources | 2014-12-31 | $1,420,865 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $78,927 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $147,513 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $817,179 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $355,738 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $327,313 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $321,589 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $1,853,064 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $1,426,057 |
Other income not declared elsewhere | 2014-12-31 | $19,904 |
Administrative expenses (other) incurred | 2014-12-31 | $242,095 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-994,909 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $37,433,433 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $38,428,342 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $118,518 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $54,498 |
Interest earned on other investments | 2014-12-31 | $29,349 |
Income. Interest from US Government securities | 2014-12-31 | $204,893 |
Income. Interest from corporate debt instruments | 2014-12-31 | $1,132,705 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,536,323 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $5,650,100 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $501,177 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $886,831 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $886,831 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $-580 |
Asset value of US Government securities at end of year | 2014-12-31 | $6,495,389 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $7,572,318 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Income. Dividends from preferred stock | 2014-12-31 | $-3,968 |
Income. Dividends from common stock | 2014-12-31 | $82,895 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,817,544 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $13,662,829 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $13,065,074 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $9,240,159 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $9,150,635 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $1,634,625 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $204,557 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-1,566,950 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-1,566,950 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $-10,314 |
Total loss/gain on sale of assets | 2013-12-31 | $84,052 |
Total of all expenses incurred | 2013-12-31 | $1,622,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,268,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $38,428,342 |
Value of total assets at beginning of year | 2013-12-31 | $40,060,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $353,305 |
Total interest from all sources | 2013-12-31 | $1,380,120 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $88,264 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $151,200 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $355,738 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $408,763 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $321,589 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $327,788 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $1,426,057 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $1,346,150 |
Other income not declared elsewhere | 2013-12-31 | $4,200 |
Administrative expenses (other) incurred | 2013-12-31 | $123,798 |
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 | $-1,632,485 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $38,428,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $40,060,827 |
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 |
Investment advisory and management fees | 2013-12-31 | $78,307 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $50,118 |
Interest earned on other investments | 2013-12-31 | $16,674 |
Income. Interest from US Government securities | 2013-12-31 | $196,665 |
Income. Interest from corporate debt instruments | 2013-12-31 | $1,116,663 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $5,650,100 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $4,270,284 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $886,831 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,404,054 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,404,054 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $7,572,318 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $8,472,440 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 |
Income. Dividends from common stock | 2013-12-31 | $88,264 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,268,866 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $13,065,074 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $14,109,820 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $9,150,635 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $9,721,528 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $316,666 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $232,614 |
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 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $976,734 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $976,734 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $818,731 |
Total income from all sources (including contributions) | 2012-12-31 | $3,527,352 |
Total loss/gain on sale of assets | 2012-12-31 | $1,048,438 |
Total of all expenses incurred | 2012-12-31 | $1,431,226 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,102,214 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $40,060,827 |
Value of total assets at beginning of year | 2012-12-31 | $38,783,432 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $329,012 |
Total interest from all sources | 2012-12-31 | $1,399,964 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $80,806 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $142,391 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $408,763 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $115,639 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $327,788 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $334,389 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $1,346,150 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $1,002,834 |
Other income not declared elsewhere | 2012-12-31 | $21,410 |
Administrative expenses (other) incurred | 2012-12-31 | $88,979 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $818,731 |
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 | $2,096,126 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $40,060,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $37,964,701 |
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 |
Investment advisory and management fees | 2012-12-31 | $97,642 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $39,814 |
Interest earned on other investments | 2012-12-31 | $7,517 |
Income. Interest from US Government securities | 2012-12-31 | $280,273 |
Income. Interest from corporate debt instruments | 2012-12-31 | $1,072,351 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $4,270,284 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,682,817 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,404,054 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,129,382 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,129,382 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $9 |
Asset value of US Government securities at end of year | 2012-12-31 | $8,472,440 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $12,108,210 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 |
Income. Dividends from common stock | 2012-12-31 | $80,806 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,102,214 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $14,109,820 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $11,780,116 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $9,721,528 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $8,630,045 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $1,094,009 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $45,571 |
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 | CROWE HARWATH, LLC |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $2,708,840 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $2,708,840 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $818,731 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $4,341,668 |
Total loss/gain on sale of assets | 2011-12-31 | $207,835 |
Total of all expenses incurred | 2011-12-31 | $1,409,952 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,059,891 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $38,783,432 |
Value of total assets at beginning of year | 2011-12-31 | $35,032,986 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $350,061 |
Total interest from all sources | 2011-12-31 | $1,345,432 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $79,561 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $184,202 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $115,639 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $334,389 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $96,156 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $1,002,834 |
Administrative expenses (other) incurred | 2011-12-31 | $79,555 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $818,731 |
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 | $2,931,716 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $37,964,701 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $35,032,986 |
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 |
Investment advisory and management fees | 2011-12-31 | $86,304 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $27,391 |
Interest earned on other investments | 2011-12-31 | $39,068 |
Income. Interest from US Government securities | 2011-12-31 | $265,842 |
Income. Interest from corporate debt instruments | 2011-12-31 | $1,013,235 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,682,817 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $3,594,951 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,129,382 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $16,793,868 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $16,793,868 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $-104 |
Asset value of US Government securities at end of year | 2011-12-31 | $12,108,210 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $10,520,175 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 |
Income. Dividends from common stock | 2011-12-31 | $79,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,059,891 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $11,780,116 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $2,063,250 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $8,630,045 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $1,964,586 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $257,135 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $49,300 |
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 | CROWE HARWATH, LLC |
Accountancy firm EIN | 2011-12-31 | 350921680 |
2010 : GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $96,875 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $96,875 |
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 | $7,814,476 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,305,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $890,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,000,000 |
Value of total assets at end of year | 2010-12-31 | $35,032,986 |
Value of total assets at beginning of year | 2010-12-31 | $28,523,850 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $414,619 |
Total interest from all sources | 2010-12-31 | $18,750 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $219,079 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $96,156 |
Administrative expenses (other) incurred | 2010-12-31 | $109,579 |
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 | $6,509,136 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $35,032,986 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,523,850 |
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 |
Investment advisory and management fees | 2010-12-31 | $85,961 |
Income. Interest from US Government securities | 2010-12-31 | $18,750 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $28,523,850 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,594,951 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $16,793,868 |
Asset value of US Government securities at end of year | 2010-12-31 | $10,520,175 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 |
Contributions received in cash from employer | 2010-12-31 | $5,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $890,721 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $2,063,250 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $1,964,586 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $18,644,004 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $18,644,004 |
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 | CROWE HORWATH, LLC |
Accountancy firm EIN | 2010-12-31 | 350921680 |
2022: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY 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 | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY 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 | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY 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 | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY 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 | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY 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 | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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 | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: GREATER LAFAYETTE HEALTH SERVICES, INC. PENSION SECURITY 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 | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |