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COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameCOMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN
Plan identification number 001

COMMUNITY MEMORIAL HOSPITAL RETIREMENT 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).

401k Sponsoring company profile

COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY MEMORIAL HOSPITAL OF MENOMONEE FALLS, INC.
Employer identification number (EIN):390987025
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JEFFREY VAN DE KREEKE JEFFREY VAN DE KREEKE2014-10-01
0012012-01-01JEFFREY VAN DE KREEKE JEFFREY VAN DE KREEKE2013-09-27
0012011-01-01JEFFERY VAN DE KREEKE JEFFERY VAN DE KREEKE2012-10-09
0012009-01-01JEFFREY VAN DE KREEKE JEFFREY VAN DE KREEKE2010-10-14

Plan Statistics for COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN

Measure Date Value
2013: COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,516
Total number of active participants reported on line 7a of the Form 55002013-01-01686
Number of retired or separated participants receiving benefits2013-01-01350
Number of other retired or separated participants entitled to future benefits2013-01-01453
Total of all active and inactive participants2013-01-011,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-011,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,533
Total number of active participants reported on line 7a of the Form 55002012-01-01734
Number of retired or separated participants receiving benefits2012-01-01330
Number of other retired or separated participants entitled to future benefits2012-01-01446
Total of all active and inactive participants2012-01-011,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,546
Total number of active participants reported on line 7a of the Form 55002011-01-01805
Number of retired or separated participants receiving benefits2011-01-01302
Number of other retired or separated participants entitled to future benefits2011-01-01416
Total of all active and inactive participants2011-01-011,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-011,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,628
Total number of active participants reported on line 7a of the Form 55002009-01-01951
Number of retired or separated participants receiving benefits2009-01-01269
Number of other retired or separated participants entitled to future benefits2009-01-01328
Total of all active and inactive participants2009-01-011,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-011,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN

Measure Date Value
2013 : COMMUNITY MEMORIAL HOSPITAL RETIREMENT 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$23,371,740
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,010,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,522,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,427,000
Value of total assets at end of year2013-12-31$90,770,239
Value of total assets at beginning of year2013-12-31$70,408,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$487,838
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$97,098
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Administrative expenses (other) incurred2013-12-31$162,429
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$20,361,448
Value of net assets at end of year (total assets less liabilities)2013-12-31$90,770,239
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$70,408,791
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
Investment advisory and management fees2013-12-31$217,073
Value of interest in master investment trust accounts at end of year2013-12-31$82,322,239
Value of interest in master investment trust accounts at beginning of year2013-12-31$66,152,791
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 plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,427,000
Employer contributions (assets) at end of year2013-12-31$8,448,000
Employer contributions (assets) at beginning of year2013-12-31$4,256,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,522,454
Contract administrator fees2013-12-31$11,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31SCHENCK
Accountancy firm EIN2013-12-31391173131
2012 : COMMUNITY MEMORIAL HOSPITAL RETIREMENT 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$12,856,182
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,518,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,114,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,524,000
Value of total assets at end of year2012-12-31$70,408,791
Value of total assets at beginning of year2012-12-31$60,070,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$403,321
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$86,732
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Administrative expenses (other) incurred2012-12-31$131,450
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$10,337,948
Value of net assets at end of year (total assets less liabilities)2012-12-31$70,408,791
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$60,070,843
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
Investment advisory and management fees2012-12-31$176,049
Value of interest in master investment trust accounts at end of year2012-12-31$66,152,791
Value of interest in master investment trust accounts at beginning of year2012-12-31$53,168,843
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$5,524,000
Employer contributions (assets) at end of year2012-12-31$4,256,000
Employer contributions (assets) at beginning of year2012-12-31$6,902,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,114,913
Contract administrator fees2012-12-31$9,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31SCHENCK
Accountancy firm EIN2012-12-31391173131
2011 : COMMUNITY MEMORIAL HOSPITAL RETIREMENT 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$10,234,089
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,282,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,930,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,905,000
Value of total assets at end of year2011-12-31$60,070,843
Value of total assets at beginning of year2011-12-31$52,119,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$352,299
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$70,371
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Administrative expenses (other) incurred2011-12-31$101,567
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$7,951,711
Value of net assets at end of year (total assets less liabilities)2011-12-31$60,070,843
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$52,119,132
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
Investment advisory and management fees2011-12-31$172,545
Value of interest in master investment trust accounts at end of year2011-12-31$53,168,843
Value of interest in master investment trust accounts at beginning of year2011-12-31$46,215,132
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
Contributions received in cash from employer2011-12-31$9,905,000
Employer contributions (assets) at end of year2011-12-31$6,902,000
Employer contributions (assets) at beginning of year2011-12-31$5,904,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,930,079
Contract administrator fees2011-12-31$7,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31SCHENCK
Accountancy firm EIN2011-12-31391173131
2010 : COMMUNITY MEMORIAL HOSPITAL RETIREMENT 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$13,705,808
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,204,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,843,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,416,000
Value of total assets at end of year2010-12-31$52,119,132
Value of total assets at beginning of year2010-12-31$40,617,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$360,550
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$109,598
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$135,275
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$11,501,322
Value of net assets at end of year (total assets less liabilities)2010-12-31$52,119,132
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,617,810
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
Investment advisory and management fees2010-12-31$109,601
Value of interest in master investment trust accounts at end of year2010-12-31$46,215,132
Value of interest in master investment trust accounts at beginning of year2010-12-31$38,161,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$7,416,000
Employer contributions (assets) at end of year2010-12-31$5,904,000
Employer contributions (assets) at beginning of year2010-12-31$2,456,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,843,936
Contract administrator fees2010-12-31$6,076
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31SCHENCK
Accountancy firm EIN2010-12-31391173131

Form 5500 Responses for COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN

2013: COMMUNITY MEMORIAL HOSPITAL RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITY MEMORIAL HOSPITAL RETIREMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY MEMORIAL HOSPITAL RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY MEMORIAL HOSPITAL RETIREMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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