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MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 401k Plan overview

Plan NameMARY FREE BED REHABILITATION HOSPITAL PENSION PLAN
Plan identification number 001

MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARY FREE BED HOSPITAL AND REHABILITATION CENTER has sponsored the creation of one or more 401k plans.

Company Name:MARY FREE BED HOSPITAL AND REHABILITATION CENTER
Employer identification number (EIN):381359265
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-04-01KAREN POWELL2020-01-09 KAREN POWELL2020-01-09
0012017-04-01
0012016-04-01
0012015-04-01
0012014-04-01
0012013-04-01
0012012-04-01KAREN RICHTER
0012011-04-01KAREN RICHTER
0012009-04-01WILLIAM BLESSING

Financial Data on MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN

Measure Date Value
2019 : MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$16,860
Total income from all sources (including contributions)2019-03-31$6,383,532
Total loss/gain on sale of assets2019-03-31$266,234
Total of all expenses incurred2019-03-31$38,189,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$38,074,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$5,478,980
Value of total assets at end of year2019-03-31$0
Value of total assets at beginning of year2019-03-31$31,823,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$115,755
Total interest from all sources2019-03-31$237,248
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$37,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$33,679
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$22,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$16,860
Other income not declared elsewhere2019-03-31$584
Total non interest bearing cash at end of year2019-03-31$0
Total non interest bearing cash at beginning of year2019-03-31$4,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$-31,806,398
Value of net assets at end of year (total assets less liabilities)2019-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$31,806,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$65,257
Value of interest in common/collective trusts at end of year2019-03-31$0
Value of interest in common/collective trusts at beginning of year2019-03-31$20,051,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$45,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$45,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$237,248
Assets. Value of investments in 103.12 investment entities at end of year2019-03-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-03-31$3,281,389
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$36,208,276
Net investment gain or loss from common/collective trusts2019-03-31$323,044
Net gain/loss from 103.12 investment entities2019-03-31$39,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$5,478,980
Income. Dividends from common stock2019-03-31$37,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$1,865,899
Contract administrator fees2019-03-31$16,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$8,417,842
Did the plan have assets held for investment2019-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31Yes
Aggregate proceeds on sale of assets2019-03-31$8,812,229
Aggregate carrying amount (costs) on sale of assets2019-03-31$8,545,995
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31HUNGERFORD NICHOLS
Accountancy firm EIN2019-03-31382184825
2018 : MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$3,221
Total unrealized appreciation/depreciation of assets2018-03-31$3,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$16,860
Total income from all sources (including contributions)2018-03-31$1,754,390
Total loss/gain on sale of assets2018-03-31$251,263
Total of all expenses incurred2018-03-31$2,995,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$2,817,943
Value of total assets at end of year2018-03-31$31,823,258
Value of total assets at beginning of year2018-03-31$33,047,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$177,208
Total interest from all sources2018-03-31$2,125
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$236,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$39,892
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$22,937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$6,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$16,860
Other income not declared elsewhere2018-03-31$8,957
Total non interest bearing cash at end of year2018-03-31$4,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-1,240,761
Value of net assets at end of year (total assets less liabilities)2018-03-31$31,806,398
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$33,047,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$119,278
Value of interest in common/collective trusts at end of year2018-03-31$20,051,408
Value of interest in common/collective trusts at beginning of year2018-03-31$20,249,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$45,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$138,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$138,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$2,125
Assets. Value of investments in 103.12 investment entities at end of year2018-03-31$3,281,389
Assets. Value of investments in 103.12 investment entities at beginning of year2018-03-31$3,172,784
Net investment gain or loss from common/collective trusts2018-03-31$756,963
Net gain/loss from 103.12 investment entities2018-03-31$495,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Income. Dividends from common stock2018-03-31$236,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$2,817,943
Contract administrator fees2018-03-31$18,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$8,417,842
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$9,480,237
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$4,105,638
Aggregate carrying amount (costs) on sale of assets2018-03-31$3,854,375
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31HUNGERFORD NICHOLS
Accountancy firm EIN2018-03-31382184825
2017 : MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$134,909
Total unrealized appreciation/depreciation of assets2017-03-31$134,909
Total income from all sources (including contributions)2017-03-31$2,825,266
Total loss/gain on sale of assets2017-03-31$200,562
Total of all expenses incurred2017-03-31$2,132,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$1,961,820
Value of total assets at end of year2017-03-31$33,047,159
Value of total assets at beginning of year2017-03-31$32,354,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$170,493
Total interest from all sources2017-03-31$268
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$219,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$38,896
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$6,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$7,011
Other income not declared elsewhere2017-03-31$793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$692,953
Value of net assets at end of year (total assets less liabilities)2017-03-31$33,047,159
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$32,354,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$113,784
Value of interest in common/collective trusts at end of year2017-03-31$20,249,130
Value of interest in common/collective trusts at beginning of year2017-03-31$23,290,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$138,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$275,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$275,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$268
Assets. Value of investments in 103.12 investment entities at end of year2017-03-31$3,172,784
Assets. Value of investments in 103.12 investment entities at beginning of year2017-03-31$2,114,409
Net investment gain or loss from common/collective trusts2017-03-31$932,676
Net gain/loss from 103.12 investment entities2017-03-31$1,336,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Income. Dividends from common stock2017-03-31$219,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$1,961,820
Contract administrator fees2017-03-31$17,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$9,480,237
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$6,666,547
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$8,447,569
Aggregate carrying amount (costs) on sale of assets2017-03-31$8,247,007
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31HUNGERFORD NICHOLS
Accountancy firm EIN2017-03-31382184825
2016 : MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-439,944
Total unrealized appreciation/depreciation of assets2016-03-31$-439,944
Total income from all sources (including contributions)2016-03-31$-40,436
Total loss/gain on sale of assets2016-03-31$-149,215
Total of all expenses incurred2016-03-31$3,136,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$2,925,605
Value of total assets at end of year2016-03-31$32,354,206
Value of total assets at beginning of year2016-03-31$35,530,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$210,428
Total interest from all sources2016-03-31$171
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$176,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Administrative expenses professional fees incurred2016-03-31$49,017
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$7,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$9,834
Other income not declared elsewhere2016-03-31$22,353
Administrative expenses (other) incurred2016-03-31$34,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-3,176,469
Value of net assets at end of year (total assets less liabilities)2016-03-31$32,354,206
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$35,530,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$107,404
Value of interest in common/collective trusts at end of year2016-03-31$23,290,513
Value of interest in common/collective trusts at beginning of year2016-03-31$24,572,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$275,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$297,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$297,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$171
Assets. Value of investments in 103.12 investment entities at end of year2016-03-31$2,114,409
Assets. Value of investments in 103.12 investment entities at beginning of year2016-03-31$2,109,563
Net investment gain or loss from common/collective trusts2016-03-31$225,207
Net gain/loss from 103.12 investment entities2016-03-31$124,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Income. Dividends from common stock2016-03-31$176,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$2,925,605
Contract administrator fees2016-03-31$19,465
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$6,666,547
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$8,541,237
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$4,706,439
Aggregate carrying amount (costs) on sale of assets2016-03-31$4,855,654
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31HUNGERFORD NICHOLS
Accountancy firm EIN2016-03-31382184825
2015 : MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$328,501
Total unrealized appreciation/depreciation of assets2015-03-31$328,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$10,892
Total income from all sources (including contributions)2015-03-31$2,704,604
Total loss/gain on sale of assets2015-03-31$175,931
Total of all expenses incurred2015-03-31$3,883,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$3,665,169
Value of total assets at end of year2015-03-31$35,530,675
Value of total assets at beginning of year2015-03-31$36,720,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$218,056
Total interest from all sources2015-03-31$16
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$198,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$37,570
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$9,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$10,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$10,892
Other income not declared elsewhere2015-03-31$28,494
Administrative expenses (other) incurred2015-03-31$32,634
Total non interest bearing cash at beginning of year2015-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-1,178,621
Value of net assets at end of year (total assets less liabilities)2015-03-31$35,530,675
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$36,709,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$128,023
Value of interest in common/collective trusts at end of year2015-03-31$24,572,995
Value of interest in common/collective trusts at beginning of year2015-03-31$24,227,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$297,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$460,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$460,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$16
Assets. Value of investments in 103.12 investment entities at end of year2015-03-31$2,109,563
Assets. Value of investments in 103.12 investment entities at beginning of year2015-03-31$2,059,192
Net investment gain or loss from common/collective trusts2015-03-31$1,807,876
Net gain/loss from 103.12 investment entities2015-03-31$164,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Income. Dividends from common stock2015-03-31$198,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$3,665,169
Contract administrator fees2015-03-31$19,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$8,541,237
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$9,961,489
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$5,266,742
Aggregate carrying amount (costs) on sale of assets2015-03-31$5,090,811
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31HUNGERFORD NICHOLS
Accountancy firm EIN2015-03-31382184825
2014 : MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$1,544,152
Total unrealized appreciation/depreciation of assets2014-03-31$1,544,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$10,892
Total income from all sources (including contributions)2014-03-31$3,501,217
Total loss/gain on sale of assets2014-03-31$732,829
Total of all expenses incurred2014-03-31$7,815,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$7,569,228
Value of total assets at end of year2014-03-31$36,720,188
Value of total assets at beginning of year2014-03-31$41,024,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$246,709
Total interest from all sources2014-03-31$31
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$284,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$47,405
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$10,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$32,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$10,892
Other income not declared elsewhere2014-03-31$740
Administrative expenses (other) incurred2014-03-31$35,193
Total non interest bearing cash at beginning of year2014-03-31$2,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-4,314,720
Value of net assets at end of year (total assets less liabilities)2014-03-31$36,709,296
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$41,024,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$142,265
Value of interest in common/collective trusts at end of year2014-03-31$24,227,620
Value of interest in common/collective trusts at beginning of year2014-03-31$30,253,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$460,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$311,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$311,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$31
Assets. Value of investments in 103.12 investment entities at end of year2014-03-31$2,059,192
Net investment gain or loss from common/collective trusts2014-03-31$939,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Income. Dividends from common stock2014-03-31$284,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$7,569,228
Contract administrator fees2014-03-31$21,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$9,961,489
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$10,425,147
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$7,166,860
Aggregate carrying amount (costs) on sale of assets2014-03-31$6,434,031
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31HUNGERFORD NICHOLS
Accountancy firm EIN2014-03-31382184825
2013 : MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$1,493,804
Total unrealized appreciation/depreciation of assets2013-03-31$1,493,804
Total income from all sources (including contributions)2013-03-31$5,514,936
Total loss/gain on sale of assets2013-03-31$-16,192
Total of all expenses incurred2013-03-31$1,113,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$898,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$1,500,000
Value of total assets at end of year2013-03-31$41,024,016
Value of total assets at beginning of year2013-03-31$36,622,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$214,881
Total interest from all sources2013-03-31$39
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$217,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$71,643
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$32,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$1,026,419
Other income not declared elsewhere2013-03-31$85,217
Administrative expenses (other) incurred2013-03-31$28,666
Total non interest bearing cash at end of year2013-03-31$2,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$4,401,589
Value of net assets at end of year (total assets less liabilities)2013-03-31$41,024,016
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$36,622,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$96,178
Value of interest in common/collective trusts at end of year2013-03-31$30,253,147
Value of interest in common/collective trusts at beginning of year2013-03-31$26,459,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$311,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$302,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$302,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$39
Net investment gain or loss from common/collective trusts2013-03-31$2,234,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$1,500,000
Income. Dividends from common stock2013-03-31$217,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$898,466
Contract administrator fees2013-03-31$18,394
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$10,425,147
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$8,833,512
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$2,965,780
Aggregate carrying amount (costs) on sale of assets2013-03-31$2,981,972
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31HUNGERFORD NICHOLS
Accountancy firm EIN2013-03-31382184825
2012 : MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$325,568
Total unrealized appreciation/depreciation of assets2012-03-31$325,568
Total income from all sources (including contributions)2012-03-31$4,327,271
Total loss/gain on sale of assets2012-03-31$-151,796
Total of all expenses incurred2012-03-31$929,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$753,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$2,000,000
Value of total assets at end of year2012-03-31$36,622,427
Value of total assets at beginning of year2012-03-31$33,224,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$175,634
Total interest from all sources2012-03-31$44
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$192,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$42,328
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$1,026,419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$9,980
Other income not declared elsewhere2012-03-31$1,385
Administrative expenses (other) incurred2012-03-31$29,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$3,397,901
Value of net assets at end of year (total assets less liabilities)2012-03-31$36,622,427
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$33,224,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$87,632
Value of interest in common/collective trusts at end of year2012-03-31$26,459,836
Value of interest in common/collective trusts at beginning of year2012-03-31$24,500,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$302,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$142,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$142,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$44
Net investment gain or loss from common/collective trusts2012-03-31$1,959,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$2,000,000
Income. Dividends from common stock2012-03-31$192,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$753,736
Contract administrator fees2012-03-31$16,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$8,833,512
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$8,571,523
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$3,422,207
Aggregate carrying amount (costs) on sale of assets2012-03-31$3,574,003
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31HUNGERFORD, ALDRIN, NICHOLS & CARTE
Accountancy firm EIN2012-03-31382184825
2011 : MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$929,828
Total unrealized appreciation/depreciation of assets2011-03-31$929,828
Total income from all sources (including contributions)2011-03-31$4,513,384
Total loss/gain on sale of assets2011-03-31$-36,961
Total of all expenses incurred2011-03-31$801,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$616,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,500,000
Value of total assets at end of year2011-03-31$33,224,526
Value of total assets at beginning of year2011-03-31$29,513,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$184,980
Total interest from all sources2011-03-31$73
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$194,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$62,452
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$9,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$7,837
Other income not declared elsewhere2011-03-31$12,004
Administrative expenses (other) incurred2011-03-31$29,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$3,711,493
Value of net assets at end of year (total assets less liabilities)2011-03-31$33,224,526
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$29,513,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$93,163
Value of interest in common/collective trusts at end of year2011-03-31$24,500,201
Value of interest in common/collective trusts at beginning of year2011-03-31$18,961,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$142,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$370,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$370,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$73
Net investment gain or loss from common/collective trusts2011-03-31$1,913,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$1,500,000
Income. Dividends from common stock2011-03-31$194,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$616,911
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$8,571,523
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$10,173,755
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$6,288,596
Aggregate carrying amount (costs) on sale of assets2011-03-31$6,325,557
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31HUNGERFORD ALDRIN NICHOLS & CARTER
Accountancy firm EIN2011-03-31382184825
2010 : MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN

2018: MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01This submission is the final filingYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: MARY FREE BED REHABILITATION HOSPITAL PENSION PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG28083.01.001
Policy instance 1

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