MUNSON MEDICAL CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MUNSON MEDICAL CENTER TAX DEFERRED ACCOUNT PLAN
| Measure | Date | Value |
|---|
| 2013 : MUNSON MEDICAL CENTER TAX DEFERRED ACCOUNT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $31,092,743 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $7,917,223 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,828,625 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $12,077 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $13,204,580 |
| Value of total assets at end of year | 2013-12-31 | $125,847,728 |
| Value of total assets at beginning of year | 2013-12-31 | $102,672,208 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $76,521 |
| Total interest from all sources | 2013-12-31 | $790,327 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,891,127 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,891,127 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $10,570,715 |
| Participant contributions at end of year | 2013-12-31 | $3,076,331 |
| Participant contributions at beginning of year | 2013-12-31 | $2,871,914 |
| Participant contributions at end of year | 2013-12-31 | $391,867 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $836,189 |
| Administrative expenses (other) incurred | 2013-12-31 | $76,521 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $23,175,520 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $125,847,728 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $102,672,208 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $98,384,247 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $78,054,442 |
| Interest on participant loans | 2013-12-31 | $116,308 |
| Interest earned on other investments | 2013-12-31 | $674,019 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $23,927,115 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $21,745,852 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $14,206,709 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,797,676 |
| Employer contributions (assets) at end of year | 2013-12-31 | $68,168 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $7,828,625 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2013-12-31 | 381357951 |
| 2012 : MUNSON MEDICAL CENTER TAX DEFERRED ACCOUNT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $23,001,800 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $5,450,586 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,376,532 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $8,062 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $12,625,959 |
| Value of total assets at end of year | 2012-12-31 | $102,672,208 |
| Value of total assets at beginning of year | 2012-12-31 | $85,120,994 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $65,992 |
| Total interest from all sources | 2012-12-31 | $711,375 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,678,851 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,678,851 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $10,112,723 |
| Participant contributions at end of year | 2012-12-31 | $2,871,914 |
| Participant contributions at beginning of year | 2012-12-31 | $2,429,136 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $946,094 |
| Other income not declared elsewhere | 2012-12-31 | $1,833 |
| Administrative expenses (other) incurred | 2012-12-31 | $65,992 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $17,551,214 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $102,672,208 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $85,120,994 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $78,054,442 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $63,892,958 |
| Interest on participant loans | 2012-12-31 | $111,150 |
| Interest earned on other investments | 2012-12-31 | $600,225 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $21,745,852 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $18,798,900 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $7,983,782 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,567,142 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,376,532 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2012-12-31 | 135381590 |
| 2011 : MUNSON MEDICAL CENTER TAX DEFERRED ACCOUNT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $27,331 |
| 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 | $10,909,381 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $5,067,641 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,008,350 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,290 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $12,174,681 |
| Value of total assets at end of year | 2011-12-31 | $85,120,994 |
| Value of total assets at beginning of year | 2011-12-31 | $79,251,923 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $58,001 |
| Total interest from all sources | 2011-12-31 | $607,136 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,335,269 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,335,269 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $9,631,577 |
| Participant contributions at end of year | 2011-12-31 | $2,429,136 |
| Participant contributions at beginning of year | 2011-12-31 | $1,834,506 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,021,509 |
| Administrative expenses (other) incurred | 2011-12-31 | $58,001 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $5,841,740 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $85,120,994 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $79,251,923 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $63,892,958 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $60,776,958 |
| Interest on participant loans | 2011-12-31 | $96,068 |
| Interest earned on other investments | 2011-12-31 | $511,068 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $18,798,900 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $16,640,459 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-3,207,705 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,521,595 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,008,350 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2011-12-31 | 135381590 |
| 2010 : MUNSON MEDICAL CENTER TAX DEFERRED ACCOUNT PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $21,202,561 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $4,809,492 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,660,078 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $91,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $10,599,034 |
| Value of total assets at end of year | 2010-12-31 | $107,342,272 |
| Value of total assets at beginning of year | 2010-12-31 | $90,949,203 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $58,074 |
| Total interest from all sources | 2010-12-31 | $549,168 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,553,168 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,553,168 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $9,023,965 |
| Participant contributions at end of year | 2010-12-31 | $1,834,506 |
| Participant contributions at beginning of year | 2010-12-31 | $1,415,432 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $328,575 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $16,393,069 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $107,342,272 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $90,949,203 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $88,867,307 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $74,672,350 |
| Interest on participant loans | 2010-12-31 | $83,807 |
| Interest earned on other investments | 2010-12-31 | $465,361 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $16,640,459 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $14,861,421 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $8,501,191 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,246,494 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,660,078 |
| Contract administrator fees | 2010-12-31 | $58,074 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | BDO USA, LLP |
| Accountancy firm EIN | 2010-12-31 | 135381590 |
