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LESTER E. COX MEDICAL CENTERS PENSION PLAN 401k Plan overview

Plan NameLESTER E. COX MEDICAL CENTERS PENSION PLAN
Plan identification number 002

LESTER E. COX MEDICAL CENTERS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • 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

LESTER E. COX MEDICAL CENTERS has sponsored the creation of one or more 401k plans.

Company Name:LESTER E. COX MEDICAL CENTERS
Employer identification number (EIN):440577118
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about LESTER E. COX MEDICAL CENTERS

Jurisdiction of Incorporation: Arkansas Secretary of State
Incorporation Date:
Company Identification Number: 100117977

More information about LESTER E. COX MEDICAL CENTERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LESTER E. COX MEDICAL CENTERS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01DEANNA MAPLES DEANNA MAPLES2013-10-14
0022011-01-01DEANNA MAPLES
0022010-01-01DEANNA MAPLES
0022009-01-01DEANNA MAPLES
0022004-01-01DEANNA MAPLES
0022003-01-01DEANNA MAPLES

Plan Statistics for LESTER E. COX MEDICAL CENTERS PENSION PLAN

401k plan membership statisitcs for LESTER E. COX MEDICAL CENTERS PENSION PLAN

Measure Date Value
2017: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31245,155,505
Acturial value of plan assets2017-12-31254,391,111
Funding target for retired participants and beneficiaries receiving payment2017-12-31106,647,741
Number of terminated vested participants2017-12-311,709
Fundng target for terminated vested participants2017-12-3150,630,845
Active participant vested funding target2017-12-3192,552,626
Number of active participants2017-12-313,284
Total funding liabilities for active participants2017-12-3193,241,999
Total participant count2017-12-316,776
Total funding target for all participants2017-12-31250,520,585
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3114,493,500
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3114,493,500
Present value of excess contributions2017-12-315,567,230
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315,907,944
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-3111,592,097
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-313,800,000
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3160,050
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-016,747
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31235,448,262
Acturial value of plan assets2016-12-31256,064,410
Funding target for retired participants and beneficiaries receiving payment2016-12-3197,092,307
Number of terminated vested participants2016-12-311,777
Fundng target for terminated vested participants2016-12-3150,004,311
Active participant vested funding target2016-12-3193,586,715
Number of active participants2016-12-313,402
Total funding liabilities for active participants2016-12-3194,414,008
Total participant count2016-12-316,850
Total funding target for all participants2016-12-31241,510,626
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3111,802,287
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3111,802,287
Present value of excess contributions2016-12-315,600,284
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-315,954,222
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-313,131,438
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3114,493,500
Total employer contributions2016-12-316,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-315,567,230
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3160,186
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-315,567,230
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-016,830
Total number of active participants reported on line 7a of the Form 55002016-01-013,284
Number of retired or separated participants receiving benefits2016-01-011,671
Number of other retired or separated participants entitled to future benefits2016-01-011,659
Total of all active and inactive participants2016-01-016,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01133
Total participants2016-01-016,747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,927
Total number of active participants reported on line 7a of the Form 55002015-01-013,402
Number of retired or separated participants receiving benefits2015-01-011,570
Number of other retired or separated participants entitled to future benefits2015-01-011,731
Total of all active and inactive participants2015-01-016,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01127
Total participants2015-01-016,830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,031
Total number of active participants reported on line 7a of the Form 55002014-01-013,622
Number of retired or separated participants receiving benefits2014-01-011,428
Number of other retired or separated participants entitled to future benefits2014-01-011,765
Total of all active and inactive participants2014-01-016,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01112
Total participants2014-01-016,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,182
Total number of active participants reported on line 7a of the Form 55002013-01-013,813
Number of retired or separated participants receiving benefits2013-01-011,308
Number of other retired or separated participants entitled to future benefits2013-01-011,793
Total of all active and inactive participants2013-01-016,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01117
Total participants2013-01-017,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,486
Total number of active participants reported on line 7a of the Form 55002012-01-014,198
Number of retired or separated participants receiving benefits2012-01-011,172
Number of other retired or separated participants entitled to future benefits2012-01-011,698
Total of all active and inactive participants2012-01-017,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01114
Total participants2012-01-017,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01113
2011: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,690
Total number of active participants reported on line 7a of the Form 55002011-01-014,778
Number of retired or separated participants receiving benefits2011-01-011,043
Number of other retired or separated participants entitled to future benefits2011-01-011,564
Total of all active and inactive participants2011-01-017,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0197
Total participants2011-01-017,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01105
2010: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017,891
Total number of active participants reported on line 7a of the Form 55002010-01-015,164
Number of retired or separated participants receiving benefits2010-01-01948
Number of other retired or separated participants entitled to future benefits2010-01-011,491
Total of all active and inactive participants2010-01-017,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0187
Total participants2010-01-017,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01113
2009: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,361
Total number of active participants reported on line 7a of the Form 55002009-01-015,461
Number of retired or separated participants receiving benefits2009-01-01863
Number of other retired or separated participants entitled to future benefits2009-01-011,492
Total of all active and inactive participants2009-01-017,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0175
Total participants2009-01-017,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01549
2004: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-016,882
Total number of active participants reported on line 7a of the Form 55002004-01-015,541
Number of retired or separated participants receiving benefits2004-01-01552
Number of other retired or separated participants entitled to future benefits2004-01-01803
Total of all active and inactive participants2004-01-016,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-0144
Total participants2004-01-016,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-01412
2003: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-016,492
Total number of active participants reported on line 7a of the Form 55002003-01-015,539
Number of retired or separated participants receiving benefits2003-01-01493
Number of other retired or separated participants entitled to future benefits2003-01-01679
Total of all active and inactive participants2003-01-016,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-0140
Total participants2003-01-016,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-01324

Financial Data on LESTER E. COX MEDICAL CENTERS PENSION PLAN

Measure Date Value
2017 : LESTER E. COX MEDICAL CENTERS PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$370,371
Total unrealized appreciation/depreciation of assets2017-12-31$370,371
Total transfer of assets from this plan2017-12-31$232,597,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,461
Total income from all sources (including contributions)2017-12-31$22,026,988
Total loss/gain on sale of assets2017-12-31$8,074,729
Total of all expenses incurred2017-12-31$34,227,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$33,898,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$244,815,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$329,072
Total interest from all sources2017-12-31$1,733,656
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,747,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,584,780
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$116,490,918
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$398,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$16,461
Administrative expenses (other) incurred2017-12-31$5,183
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$914,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-12,200,834
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$244,798,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$228,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$73,230,596
Interest earned on other investments2017-12-31$120,589
Income. Interest from US Government securities2017-12-31$748,844
Income. Interest from corporate debt instruments2017-12-31$850,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,081,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,081,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$13,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$119,505
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$24,159,000
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$8,476,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,827,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$4,500,000
Income. Dividends from common stock2017-12-31$162,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,739,750
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$24,316,910
Contract administrator fees2017-12-31$95,041
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$8,285,109
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Aggregate proceeds on sale of assets2017-12-31$115,924,953
Aggregate carrying amount (costs) on sale of assets2017-12-31$107,850,224
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : LESTER E. COX MEDICAL CENTERS PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-6,196,426
Total unrealized appreciation/depreciation of assets2016-12-31$-6,196,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,432
Total income from all sources (including contributions)2016-12-31$19,365,976
Total loss/gain on sale of assets2016-12-31$9,437,440
Total of all expenses incurred2016-12-31$10,678,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,336,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,000,000
Value of total assets at end of year2016-12-31$244,815,062
Value of total assets at beginning of year2016-12-31$236,112,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$342,205
Total interest from all sources2016-12-31$1,472,074
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,811,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,508,948
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$116,490,918
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$105,686,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$398,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$576,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$16,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,432
Administrative expenses (other) incurred2016-12-31$5,958
Total non interest bearing cash at end of year2016-12-31$914,680
Total non interest bearing cash at beginning of year2016-12-31$867,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,687,717
Value of net assets at end of year (total assets less liabilities)2016-12-31$244,798,601
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$236,110,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$253,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$73,230,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$57,928,567
Interest earned on other investments2016-12-31$78,469
Income. Interest from US Government securities2016-12-31$394,995
Income. Interest from corporate debt instruments2016-12-31$942,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,081,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,748,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,748,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$56,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$119,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$128,422
Asset value of US Government securities at end of year2016-12-31$8,476,621
Asset value of US Government securities at beginning of year2016-12-31$11,702,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,841,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,000,000
Employer contributions (assets) at end of year2016-12-31$4,500,000
Employer contributions (assets) at beginning of year2016-12-31$4,500,000
Income. Dividends from common stock2016-12-31$302,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,336,054
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$24,316,910
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$24,199,128
Contract administrator fees2016-12-31$83,057
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$8,285,109
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$28,775,540
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$102,060,960
Aggregate carrying amount (costs) on sale of assets2016-12-31$92,623,520
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : LESTER E. COX MEDICAL CENTERS PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,928,657
Total unrealized appreciation/depreciation of assets2015-12-31$-1,928,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,432
Total income from all sources (including contributions)2015-12-31$-2,952,371
Total loss/gain on sale of assets2015-12-31$5,097,430
Total of all expenses incurred2015-12-31$9,812,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,427,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,050,655
Value of total assets at end of year2015-12-31$236,112,316
Value of total assets at beginning of year2015-12-31$248,875,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$384,572
Total interest from all sources2015-12-31$1,677,908
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,474,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,277,452
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$105,686,231
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$115,619,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$576,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$382,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,432
Administrative expenses (other) incurred2015-12-31$5,751
Total non interest bearing cash at end of year2015-12-31$867,230
Total non interest bearing cash at beginning of year2015-12-31$743,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-12,764,840
Value of net assets at end of year (total assets less liabilities)2015-12-31$236,110,884
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$248,875,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$294,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$57,928,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$58,492,287
Interest earned on other investments2015-12-31$104,779
Income. Interest from US Government securities2015-12-31$351,587
Income. Interest from corporate debt instruments2015-12-31$1,199,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,748,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,880,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,880,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$22,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$128,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$159,227
Asset value of US Government securities at end of year2015-12-31$11,702,081
Asset value of US Government securities at beginning of year2015-12-31$11,537,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,323,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,050,655
Employer contributions (assets) at end of year2015-12-31$4,500,000
Employer contributions (assets) at beginning of year2015-12-31$4,452,000
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$196,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,427,897
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$24,199,128
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$25,942,327
Contract administrator fees2015-12-31$83,836
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$28,775,540
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$28,666,354
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$40,738,873
Aggregate carrying amount (costs) on sale of assets2015-12-31$35,641,443
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : LESTER E. COX MEDICAL CENTERS PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-3,241,498
Total unrealized appreciation/depreciation of assets2014-12-31$-3,241,498
Total income from all sources (including contributions)2014-12-31$13,168,459
Total loss/gain on sale of assets2014-12-31$15,191,931
Total of all expenses incurred2014-12-31$9,083,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,675,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,013,748
Value of total assets at end of year2014-12-31$248,875,724
Value of total assets at beginning of year2014-12-31$244,790,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$408,448
Total interest from all sources2014-12-31$2,106,098
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,500,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,289,778
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$115,619,742
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$38,686,984
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$382,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$544,545
Other income not declared elsewhere2014-12-31$2,522
Total non interest bearing cash at end of year2014-12-31$743,088
Total non interest bearing cash at beginning of year2014-12-31$713,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,084,768
Value of net assets at end of year (total assets less liabilities)2014-12-31$248,875,724
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$244,790,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$318,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$58,492,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$97,081,067
Interest earned on other investments2014-12-31$133,748
Income. Interest from US Government securities2014-12-31$521,176
Income. Interest from corporate debt instruments2014-12-31$1,447,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,880,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,862,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,862,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$159,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$226,861
Asset value of US Government securities at end of year2014-12-31$11,537,153
Asset value of US Government securities at beginning of year2014-12-31$25,014,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-8,404,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,013,748
Employer contributions (assets) at end of year2014-12-31$4,452,000
Employer contributions (assets) at beginning of year2014-12-31$4,443,000
Income. Dividends from common stock2014-12-31$210,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,675,243
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$25,942,327
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$31,510,943
Contract administrator fees2014-12-31$89,756
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$28,666,354
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$36,706,574
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$171,790,632
Aggregate carrying amount (costs) on sale of assets2014-12-31$156,598,701
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : LESTER E. COX MEDICAL CENTERS PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,402,889
Total unrealized appreciation/depreciation of assets2013-12-31$1,402,889
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$43,368,846
Total loss/gain on sale of assets2013-12-31$20,770,572
Total of all expenses incurred2013-12-31$8,695,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,297,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,971,000
Value of total assets at end of year2013-12-31$244,790,956
Value of total assets at beginning of year2013-12-31$210,117,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$397,778
Total interest from all sources2013-12-31$2,257,928
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,354,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,087,040
Assets. Real estate other than employer real property at beginning of year2013-12-31$573,006
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$38,686,984
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$544,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$473,676
Total non interest bearing cash at end of year2013-12-31$713,812
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$34,673,497
Value of net assets at end of year (total assets less liabilities)2013-12-31$244,790,956
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$210,117,459
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$333,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$97,081,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$101,562,055
Interest earned on other investments2013-12-31$88,209
Income. Interest from US Government securities2013-12-31$445,449
Income. Interest from corporate debt instruments2013-12-31$1,643,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,862,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,698,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,698,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$81,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$226,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$348,663
Asset value of US Government securities at end of year2013-12-31$25,014,377
Asset value of US Government securities at beginning of year2013-12-31$25,936,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,611,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$5,971,000
Employer contributions (assets) at end of year2013-12-31$4,443,000
Employer contributions (assets) at beginning of year2013-12-31$10,472,000
Income. Dividends from common stock2013-12-31$267,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,297,571
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$31,510,943
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$33,804,512
Contract administrator fees2013-12-31$64,150
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$36,706,574
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$34,248,466
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
Aggregate proceeds on sale of assets2013-12-31$210,002,986
Aggregate carrying amount (costs) on sale of assets2013-12-31$189,232,414
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 name2013-12-31BKD,LLP
Accountancy firm EIN2013-12-31440160260
2012 : LESTER E. COX MEDICAL CENTERS PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,927,617
Total unrealized appreciation/depreciation of assets2012-12-31$4,927,617
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$610,462
Total income from all sources (including contributions)2012-12-31$34,044,190
Total loss/gain on sale of assets2012-12-31$3,638,760
Total of all expenses incurred2012-12-31$7,844,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,385,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,498,000
Value of total assets at end of year2012-12-31$210,117,459
Value of total assets at beginning of year2012-12-31$184,527,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$458,257
Total interest from all sources2012-12-31$2,609,407
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,847,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$573,006
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$473,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$611,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$610,462
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$26,200,082
Value of net assets at end of year (total assets less liabilities)2012-12-31$210,117,459
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$183,917,377
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$364,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$101,562,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$69,552,819
Interest earned on other investments2012-12-31$117,882
Income. Interest from US Government securities2012-12-31$657,634
Income. Interest from corporate debt instruments2012-12-31$1,817,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,698,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,834,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,834,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$16,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$348,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$348,160
Asset value of US Government securities at end of year2012-12-31$25,936,352
Asset value of US Government securities at beginning of year2012-12-31$31,512,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,522,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$12,498,000
Employer contributions (assets) at end of year2012-12-31$10,472,000
Employer contributions (assets) at beginning of year2012-12-31$4,734,573
Income. Dividends from common stock2012-12-31$1,847,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,385,851
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$33,804,512
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$33,073,914
Contract administrator fees2012-12-31$93,354
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$34,248,466
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$42,859,459
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
Aggregate proceeds on sale of assets2012-12-31$127,252,967
Aggregate carrying amount (costs) on sale of assets2012-12-31$123,614,207
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : LESTER E. COX MEDICAL CENTERS PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,748,937
Total unrealized appreciation/depreciation of assets2011-12-31$-2,748,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$610,462
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$5,741,443
Total loss/gain on sale of assets2011-12-31$3,335,037
Total of all expenses incurred2011-12-31$6,789,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,325,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,774,000
Value of total assets at end of year2011-12-31$184,527,839
Value of total assets at beginning of year2011-12-31$184,965,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$464,200
Total interest from all sources2011-12-31$2,680,374
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,284,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$611,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$689,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$610,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,048,350
Value of net assets at end of year (total assets less liabilities)2011-12-31$183,917,377
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$184,965,727
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$368,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$69,552,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$73,529,593
Interest earned on other investments2011-12-31$120,558
Income. Interest from US Government securities2011-12-31$799,509
Income. Interest from corporate debt instruments2011-12-31$1,728,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,834,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,895,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,895,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$31,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$348,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$542,906
Asset value of US Government securities at end of year2011-12-31$31,512,830
Asset value of US Government securities at beginning of year2011-12-31$24,874,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,583,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$9,774,000
Employer contributions (assets) at end of year2011-12-31$4,734,573
Income. Dividends from common stock2011-12-31$1,284,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,325,593
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$33,073,914
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$40,143,381
Contract administrator fees2011-12-31$95,720
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$42,859,459
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$41,289,395
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
Aggregate proceeds on sale of assets2011-12-31$80,595,514
Aggregate carrying amount (costs) on sale of assets2011-12-31$77,260,477
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : LESTER E. COX MEDICAL CENTERS PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,926,289
Total unrealized appreciation/depreciation of assets2010-12-31$8,926,289
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$149,424
Total income from all sources (including contributions)2010-12-31$27,611,578
Total loss/gain on sale of assets2010-12-31$1,970,791
Total of all expenses incurred2010-12-31$6,427,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,908,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,400,000
Value of total assets at end of year2010-12-31$184,965,727
Value of total assets at beginning of year2010-12-31$163,931,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$519,754
Total interest from all sources2010-12-31$2,770,115
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,182,287
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$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$689,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$720,747
Administrative expenses (other) incurred2010-12-31$105
Liabilities. Value of operating payables at beginning of year2010-12-31$149,424
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$21,183,702
Value of net assets at end of year (total assets less liabilities)2010-12-31$184,965,727
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$163,782,025
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$426,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$73,529,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$51,540,562
Interest earned on other investments2010-12-31$29,541
Income. Interest from US Government securities2010-12-31$856,317
Income. Interest from corporate debt instruments2010-12-31$1,900,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,895,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,253,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,253,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-16,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$542,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$694,760
Asset value of US Government securities at end of year2010-12-31$24,874,923
Asset value of US Government securities at beginning of year2010-12-31$24,356,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,362,096
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$4,400,000
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$1,182,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,908,122
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$40,143,381
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$36,938,984
Contract administrator fees2010-12-31$93,054
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$41,289,395
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$46,425,845
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
Aggregate proceeds on sale of assets2010-12-31$110,858,057
Aggregate carrying amount (costs) on sale of assets2010-12-31$108,887,266
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for LESTER E. COX MEDICAL CENTERS PENSION PLAN

2017: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2004: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedYes
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes
2003: LESTER E. COX MEDICAL CENTERS PENSION PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedYes
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement – InsuranceYes
2003-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015003
Policy instance 1
Insurance contract or identification number015003
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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