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IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 401k Plan overview

Plan NameIROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN
Plan identification number 003

IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IROQUOIS MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:IROQUOIS MEMORIAL HOSPITAL
Employer identification number (EIN):370673512
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01LORI YELENICK
0032016-01-01LORI YELENICK
0032015-01-01LORI YELENICK
0032014-01-01LORI YELENICK
0032013-01-01THOMAS W MCCANN
0032012-01-01THOMAS W MCCANN
0032011-01-01THOMAS W MCCANN
0032009-01-01THOMAS W MCCANN THOMAS W MCCANN2010-07-30

Plan Statistics for IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN

401k plan membership statisitcs for IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN

Measure Date Value
2022: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01376
Total number of active participants reported on line 7a of the Form 55002022-01-01281
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01362
Number of participants with account balances2022-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01349
Total number of active participants reported on line 7a of the Form 55002021-01-01311
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01379
Number of participants with account balances2021-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01359
Total number of active participants reported on line 7a of the Form 55002020-01-01308
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01356
Number of participants with account balances2020-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01396
Total number of active participants reported on line 7a of the Form 55002019-01-01317
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01365
Number of participants with account balances2019-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01418
Total number of active participants reported on line 7a of the Form 55002018-01-01354
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01405
Number of participants with account balances2018-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01432
Total number of active participants reported on line 7a of the Form 55002017-01-01395
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01443
Number of participants with account balances2017-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01478
Total number of active participants reported on line 7a of the Form 55002016-01-01394
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01436
Number of participants with account balances2016-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01484
Total number of active participants reported on line 7a of the Form 55002015-01-01414
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01477
Number of participants with account balances2015-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01466
Total number of active participants reported on line 7a of the Form 55002014-01-01456
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01486
Number of participants with account balances2014-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01457
Total number of active participants reported on line 7a of the Form 55002013-01-01434
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01454
Number of participants with account balances2013-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01459
Total number of active participants reported on line 7a of the Form 55002012-01-01445
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01463
Number of participants with account balances2012-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01469
Total number of active participants reported on line 7a of the Form 55002011-01-01420
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01460
Number of participants with account balances2011-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01488
Total number of active participants reported on line 7a of the Form 55002009-01-01475
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01509
Number of participants with account balances2009-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN

Measure Date Value
2022 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,986,606
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,308,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,254,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$903,266
Value of total assets at end of year2022-12-31$12,871,216
Value of total assets at beginning of year2022-12-31$17,166,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,865
Total interest from all sources2022-12-31$4,613
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$626,863
Participant contributions at end of year2022-12-31$79,891
Participant contributions at beginning of year2022-12-31$78,359
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$12
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$162,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$7
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$54,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,295,602
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,871,209
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,166,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,136,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,363,200
Interest on participant loans2022-12-31$4,613
Value of interest in common/collective trusts at end of year2022-12-31$493,292
Value of interest in common/collective trusts at beginning of year2022-12-31$575,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$47,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$36,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$36,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,894,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$114,331
Employer contributions (assets) at end of year2022-12-31$114,445
Employer contributions (assets) at beginning of year2022-12-31$113,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,254,131
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,795,846
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$901,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$819,822
Value of total corrective distributions2021-12-31$24,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$735,102
Value of total assets at end of year2021-12-31$17,166,811
Value of total assets at beginning of year2021-12-31$15,272,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,797
Total interest from all sources2021-12-31$4,739
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$56,797
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$620,911
Participant contributions at end of year2021-12-31$78,359
Participant contributions at beginning of year2021-12-31$95,538
Participant contributions at end of year2021-12-31$12
Participant contributions at beginning of year2021-12-31$12
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,894,669
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,166,811
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,272,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,363,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,075,238
Income. Interest from loans (other than to participants)2021-12-31$4,736
Value of interest in common/collective trusts at end of year2021-12-31$575,624
Value of interest in common/collective trusts at beginning of year2021-12-31$960,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$36,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$37,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$37,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,056,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$102,991
Employer contributions (assets) at end of year2021-12-31$113,347
Employer contributions (assets) at beginning of year2021-12-31$104,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$819,822
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2021-12-31351178661
2020 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,937,914
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$495,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$446,677
Value of total corrective distributions2020-12-31$2,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,059,581
Value of total assets at end of year2020-12-31$15,272,142
Value of total assets at beginning of year2020-12-31$12,830,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,523
Total interest from all sources2020-12-31$3,851
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$46,518
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$581,005
Participant contributions at end of year2020-12-31$95,538
Participant contributions at beginning of year2020-12-31$31,033
Participant contributions at end of year2020-12-31$12
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$374,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,441,920
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,272,142
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,830,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,075,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,139,001
Interest on participant loans2020-12-31$3,795
Value of interest in common/collective trusts at end of year2020-12-31$960,232
Value of interest in common/collective trusts at beginning of year2020-12-31$535,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$37,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$26,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$26,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,874,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$104,084
Employer contributions (assets) at end of year2020-12-31$104,084
Employer contributions (assets) at beginning of year2020-12-31$98,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$446,677
Contract administrator fees2020-12-31$5
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2020-12-31351178661
2019 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$3,144,913
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,225,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,180,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$641,448
Value of total assets at end of year2019-12-31$12,830,222
Value of total assets at beginning of year2019-12-31$11,911,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,102
Total interest from all sources2019-12-31$469
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$638,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$638,745
Administrative expenses professional fees incurred2019-12-31$45,102
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$541,880
Participant contributions at end of year2019-12-31$31,033
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$919,129
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,830,222
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,911,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,139,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,893,491
Interest on participant loans2019-12-31$156
Value of interest in common/collective trusts at end of year2019-12-31$535,077
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$26,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,864,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$98,501
Employer contributions (assets) at end of year2019-12-31$98,501
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,180,682
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUE & COMPANY, LLC
Accountancy firm EIN2019-12-31351178661
2018 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-161,174
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,324,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,268,088
Value of total corrective distributions2018-12-31$8,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$618,991
Value of total assets at end of year2018-12-31$11,911,093
Value of total assets at beginning of year2018-12-31$13,396,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,501
Total interest from all sources2018-12-31$195
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$47,501
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$584,924
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$44
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,485,502
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,911,093
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,396,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,893,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,389,516
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-780,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,268,088
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KERBER, ECK, & BRAECKEL
Accountancy firm EIN2018-12-31430352985
2017 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$2,758,446
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$858,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$802,860
Value of total corrective distributions2017-12-31$2,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$797,856
Value of total assets at end of year2017-12-31$13,396,595
Value of total assets at beginning of year2017-12-31$11,496,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,739
Total interest from all sources2017-12-31$338
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$53,739
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$634,779
Participant contributions at end of year2017-12-31$44
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$163,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,899,739
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,396,595
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,496,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,389,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,496,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,960,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$802,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KERBER, ECK, & BRAECKEL
Accountancy firm EIN2017-12-31430352985
2016 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$1,504,883
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,374,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,361,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$684,625
Value of total assets at end of year2016-12-31$11,496,856
Value of total assets at beginning of year2016-12-31$11,366,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,244
Total interest from all sources2016-12-31$0
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$13,244
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$683,706
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$27,302
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$130,515
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,496,856
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,366,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$11,496,856
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,339,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$17
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$17
Net investment gain/loss from pooled separate accounts2016-12-31$820,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,361,124
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KERBER, ECK, & BRAECKEL
Accountancy firm EIN2016-12-31430352985
2015 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$6,723,655
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$775,904
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,119,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,105,165
Value of total corrective distributions2015-12-31$1,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$731,373
Value of total assets at end of year2015-12-31$11,366,341
Value of total assets at beginning of year2015-12-31$4,986,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,399
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$13,399
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$715,730
Participant contributions at end of year2015-12-31$27,302
Participant contributions at beginning of year2015-12-31$28,366
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-343,743
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,366,341
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,986,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$11,339,022
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,942,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$17
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,102
Net investment gain/loss from pooled separate accounts2015-12-31$44,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$13,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,105,165
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KERBER, ECK, & BRAECKEL
Accountancy firm EIN2015-12-31430352985
2014 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$984,504
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$482,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$448,897
Value of total corrective distributions2014-12-31$20,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$782,210
Value of total assets at end of year2014-12-31$4,986,429
Value of total assets at beginning of year2014-12-31$4,484,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,279
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$13,279
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$731,447
Participant contributions at end of year2014-12-31$28,366
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$501,825
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,986,429
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,484,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,942,526
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,483,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,265
Net investment gain/loss from pooled separate accounts2014-12-31$202,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$22,707
Employer contributions (assets) at end of year2014-12-31$13,435
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$448,897
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KERBER, ECK, & BRAECKEL
Accountancy firm EIN2014-12-31430352985
2013 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,343,884
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$470,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$445,219
Value of total corrective distributions2013-12-31$13,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$743,482
Value of total assets at end of year2013-12-31$4,484,604
Value of total assets at beginning of year2013-12-31$3,611,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,330
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$12,330
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$675,110
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$68,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$873,073
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,484,604
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,611,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,483,339
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,609,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,303
Net investment gain/loss from pooled separate accounts2013-12-31$600,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31Yes
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$445,219
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KERBER, ECK, & BRAECKEL
Accountancy firm EIN2013-12-31430352985
2012 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$0
Total income from all sources (including contributions)2012-12-31$1,035,877
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$262,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$240,705
Value of total corrective distributions2012-12-31$9,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$656,018
Value of total assets at end of year2012-12-31$3,611,531
Value of total assets at beginning of year2012-12-31$2,838,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,705
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$12,705
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$656,004
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$773,166
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,611,531
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,838,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$3,609,228
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,836,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,844
Net investment gain/loss from pooled separate accounts2012-12-31$379,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$240,705
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KERBER, ECK, & BRAECKEL
Accountancy firm EIN2012-12-31430352985
2011 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$640,846
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$292,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$280,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$717,794
Value of total assets at end of year2011-12-31$2,838,365
Value of total assets at beginning of year2011-12-31$2,489,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,151
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$12,151
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$696,227
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$348,653
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,838,365
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,489,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,482,086
Value of interest in pooled separate accounts at end of year2011-12-31$2,836,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,626
Net investment gain/loss from pooled separate accounts2011-12-31$-76,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$280,042
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KERBER, ECK, & BRAECKEL
Accountancy firm EIN2011-12-31430352985
2010 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$955,701
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$229,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$216,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$706,079
Value of total assets at end of year2010-12-31$2,489,712
Value of total assets at beginning of year2010-12-31$1,763,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,551
Total interest from all sources2010-12-31$0
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$12,057
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$696,214
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$154
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$726,615
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,489,712
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,763,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,482,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,253,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$249,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$509,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$216,535
Contract administrator fees2010-12-31$494
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD LLP
Accountancy firm EIN2010-12-31440160260
2009 : IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN

2022: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IROQUOIS MEMORIAL HOSPITAL AND RESIDENT HOME 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87244
Policy instance 1
Insurance contract or identification number87244
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87244
Policy instance 1
Insurance contract or identification number87244
Number of Individuals Covered396
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,807
Total amount of fees paid to insurance companyUSD $11,917
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8487
Additional information about fees paid to insurance brokerAUDIT COMPENSATION
Insurance broker organization code?0
Commission paid to Insurance BrokerUSD $4,265
Insurance broker nameBENEFIT PLANNING CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87244
Policy instance 1
Insurance contract or identification number87244
Number of Individuals Covered426
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,426
Total amount of fees paid to insurance companyUSD $2,406
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,426
Insurance broker organization code?3
Amount paid for insurance broker fees2406
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameBENEFIT PLANNING CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87244
Policy instance 1
Insurance contract or identification number87244
Number of Individuals Covered347
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,973
Total amount of fees paid to insurance companyUSD $2,026
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,973
Insurance broker organization code?3
Amount paid for insurance broker fees2026
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameBENEFIT PLANNING CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87244
Policy instance 1
Insurance contract or identification number87244
Number of Individuals Covered384
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,021
Total amount of fees paid to insurance companyUSD $12,613
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,606
Amount paid for insurance broker fees12613
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Insurance broker namePLANNING CORP OF AMERICA, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87244
Policy instance 1
Insurance contract or identification number87244
Number of Individuals Covered417
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,527
Total amount of fees paid to insurance companyUSD $11,944
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87244
Policy instance 1
Insurance contract or identification number87244
Number of Individuals Covered451
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,711
Total amount of fees paid to insurance companyUSD $996
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,711
Insurance broker organization code?3
Amount paid for insurance broker fees996
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameBENEFIT PLANNING CONSULTANTS, INC.

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