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DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 401k Plan overview

Plan NameDISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN
Plan identification number 004

DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHNS HOPKINS HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:JOHNS HOPKINS HOSPITAL
Employer identification number (EIN):520591656
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01INEZ STEWART2024-10-11
0042022-01-01INEZ STEWART2023-10-11
0042021-01-01INEZ STEWART2022-10-11
0042020-01-01INEZ STEWART2021-10-12
0042019-01-01INEZ STEWART2020-10-09
0042018-01-01INEZ STEWART2019-10-08
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042013-01-01
0042012-01-01PAMELA PAULK
0042011-01-01ALVIN WINTERS
0042010-01-01NICOLE WILBON
0042009-01-01LAWRENCE OHMER LAWRENCE OHMER2010-10-14
0042009-01-01NICOLE WILBON

Plan Statistics for DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN

401k plan membership statisitcs for DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN

Measure Date Value
2023: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,461
Total number of active participants reported on line 7a of the Form 55002023-01-012,095
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-012,513
Total of all active and inactive participants2023-01-014,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0116
Total participants2023-01-014,631
Number of participants with account balances2023-01-014,461
2022: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,027
Total number of active participants reported on line 7a of the Form 55002022-01-011,987
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-012,450
Total of all active and inactive participants2022-01-014,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-014,461
Number of participants with account balances2022-01-014,461
2021: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,594
Total number of active participants reported on line 7a of the Form 55002021-01-011,905
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-012,103
Total of all active and inactive participants2021-01-014,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-014,027
Number of participants with account balances2021-01-014,027
2020: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,348
Total number of active participants reported on line 7a of the Form 55002020-01-011,852
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-011,729
Total of all active and inactive participants2020-01-013,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-013,594
Number of participants with account balances2020-01-013,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,070
Total number of active participants reported on line 7a of the Form 55002019-01-011,876
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-011,457
Total of all active and inactive participants2019-01-013,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-013,348
Number of participants with account balances2019-01-013,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,883
Total number of active participants reported on line 7a of the Form 55002018-01-011,759
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-011,300
Total of all active and inactive participants2018-01-013,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-013,070
Number of participants with account balances2018-01-013,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,576
Total number of active participants reported on line 7a of the Form 55002017-01-011,781
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-011,096
Total of all active and inactive participants2017-01-012,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,883
Number of participants with account balances2017-01-012,883
2016: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,119
Total number of active participants reported on line 7a of the Form 55002016-01-011,622
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01948
Total of all active and inactive participants2016-01-012,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-012,576
Number of participants with account balances2016-01-012,576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,774
Total number of active participants reported on line 7a of the Form 55002015-01-012,366
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01747
Total of all active and inactive participants2015-01-013,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-013,119
Number of participants with account balances2015-01-012,413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,720
Total number of active participants reported on line 7a of the Form 55002014-01-012,149
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01615
Total of all active and inactive participants2014-01-012,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,774
Number of participants with account balances2014-01-012,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,522
Total number of active participants reported on line 7a of the Form 55002013-01-012,254
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01455
Total of all active and inactive participants2013-01-012,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,720
Number of participants with account balances2013-01-011,873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,876
Total number of active participants reported on line 7a of the Form 55002012-01-012,118
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01398
Total of all active and inactive participants2012-01-012,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-012,522
Number of participants with account balances2012-01-011,596
2011: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,958
Total number of active participants reported on line 7a of the Form 55002011-01-011,627
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01244
Total of all active and inactive participants2011-01-011,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,876
Number of participants with account balances2011-01-011,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,932
Total number of active participants reported on line 7a of the Form 55002010-01-011,791
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01165
Total of all active and inactive participants2010-01-011,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,960
Number of participants with account balances2010-01-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,705
Total number of active participants reported on line 7a of the Form 55002009-01-011,804
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01124
Total of all active and inactive participants2009-01-011,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,932
Number of participants with account balances2009-01-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN

Measure Date Value
2023 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$5,736,946
Total of all expenses incurred2023-12-31$2,538,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,307,769
Expenses. Certain deemed distributions of participant loans2023-12-31$35,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,406,850
Value of total assets at end of year2023-12-31$21,155,377
Value of total assets at beginning of year2023-12-31$17,956,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$194,956
Total interest from all sources2023-12-31$105,506
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$362,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$362,853
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$20,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,993,968
Participant contributions at end of year2023-12-31$884,578
Participant contributions at beginning of year2023-12-31$890,637
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$412,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,198,791
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,155,377
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,956,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$800
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,765,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$14,531,813
Interest on participant loans2023-12-31$50,960
Interest earned on other investments2023-12-31$54,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,505,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,534,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,861,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,307,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SB & COMPANY, LLC
Accountancy firm EIN2023-12-31202153727
Total income from all sources (including contributions)2023-01-01$5,736,946
Total of all expenses incurred2023-01-01$2,538,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,307,769
Expenses. Certain deemed distributions of participant loans2023-01-01$35,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,406,850
Value of total assets at end of year2023-01-01$21,155,377
Value of total assets at beginning of year2023-01-01$17,956,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$194,956
Total interest from all sources2023-01-01$105,506
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$362,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$362,853
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$20,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,993,968
Participant contributions at end of year2023-01-01$884,578
Participant contributions at beginning of year2023-01-01$890,637
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$412,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,198,791
Value of net assets at end of year (total assets less liabilities)2023-01-01$21,155,377
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$17,956,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$800
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$17,765,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$14,531,813
Interest on participant loans2023-01-01$50,960
Interest earned on other investments2023-01-01$54,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$2,505,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$2,534,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,861,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,307,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01No
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01SB & COMPANY, LLC
Accountancy firm EIN2023-01-01202153727
2022 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$197,964
Total of all expenses incurred2022-12-31$2,298,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,148,334
Expenses. Certain deemed distributions of participant loans2022-12-31$38,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,686,683
Value of total assets at end of year2022-12-31$17,956,586
Value of total assets at beginning of year2022-12-31$20,057,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$111,215
Total interest from all sources2022-12-31$87,423
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$318,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$318,631
Administrative expenses professional fees incurred2022-12-31$21,826
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,680,660
Participant contributions at end of year2022-12-31$890,637
Participant contributions at beginning of year2022-12-31$1,008,451
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,023
Other income not declared elsewhere2022-12-31$29,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,100,502
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,956,586
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,057,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,531,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,770,590
Interest on participant loans2022-12-31$41,697
Interest earned on other investments2022-12-31$45,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,534,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,278,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,923,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,148,334
Contract administrator fees2022-12-31$88,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SB & COMPANY, LLC
Accountancy firm EIN2022-12-31202153727
Total income from all sources (including contributions)2022-01-01$197,964
Total of all expenses incurred2022-01-01$2,298,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,148,334
Expenses. Certain deemed distributions of participant loans2022-01-01$38,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,686,683
Value of total assets at end of year2022-01-01$17,956,586
Value of total assets at beginning of year2022-01-01$20,057,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$111,215
Total interest from all sources2022-01-01$87,423
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$318,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$318,631
Administrative expenses professional fees incurred2022-01-01$21,826
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$20,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,680,660
Participant contributions at end of year2022-01-01$890,637
Participant contributions at beginning of year2022-01-01$1,008,451
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$6,023
Other income not declared elsewhere2022-01-01$29,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,100,502
Value of net assets at end of year (total assets less liabilities)2022-01-01$17,956,586
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$20,057,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$1,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$14,531,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$16,770,590
Interest on participant loans2022-01-01$41,697
Interest earned on other investments2022-01-01$45,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$2,534,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$2,278,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,923,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,148,334
Contract administrator fees2022-01-01$88,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01No
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SB & COMPANY, LLC
Accountancy firm EIN2022-01-01202153727
2021 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,357,178
Total of all expenses incurred2021-12-31$1,630,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,438,363
Expenses. Certain deemed distributions of participant loans2021-12-31$97,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,426,328
Value of total assets at end of year2021-12-31$20,057,088
Value of total assets at beginning of year2021-12-31$17,330,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$94,644
Total interest from all sources2021-12-31$97,903
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$632,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$632,448
Administrative expenses professional fees incurred2021-12-31$4,975
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,393,780
Participant contributions at end of year2021-12-31$1,008,451
Participant contributions at beginning of year2021-12-31$897,098
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$32,548
Other income not declared elsewhere2021-12-31$30,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,726,780
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,057,088
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,330,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,770,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,029,062
Interest on participant loans2021-12-31$43,233
Interest earned on other investments2021-12-31$54,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,278,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,404,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,169,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,438,363
Contract administrator fees2021-12-31$88,419
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SB & COMPANY LLC
Accountancy firm EIN2021-12-31202153727
2020 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,319,556
Total of all expenses incurred2020-12-31$1,874,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,710,501
Expenses. Certain deemed distributions of participant loans2020-12-31$73,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,288,007
Value of total assets at end of year2020-12-31$17,330,308
Value of total assets at beginning of year2020-12-31$14,885,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$90,313
Total interest from all sources2020-12-31$102,447
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$212,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$212,831
Administrative expenses professional fees incurred2020-12-31$4,975
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$12,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,283,729
Participant contributions at end of year2020-12-31$897,098
Participant contributions at beginning of year2020-12-31$944,669
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,278
Other income not declared elsewhere2020-12-31$24,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,444,996
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,330,308
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,885,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$750
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,029,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,622,007
Interest on participant loans2020-12-31$41,588
Interest earned on other investments2020-12-31$60,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,404,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,318,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,691,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,710,501
Contract administrator fees2020-12-31$84,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SB AND COMPANY LLC
Accountancy firm EIN2020-12-31202153727
2019 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,289,155
Total of all expenses incurred2019-12-31$1,428,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,262,004
Expenses. Certain deemed distributions of participant loans2019-12-31$77,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,208,198
Value of total assets at end of year2019-12-31$14,885,312
Value of total assets at beginning of year2019-12-31$12,024,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$88,486
Total interest from all sources2019-12-31$106,820
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$195,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$195,598
Administrative expenses professional fees incurred2019-12-31$10,945
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,169,981
Participant contributions at end of year2019-12-31$944,669
Participant contributions at beginning of year2019-12-31$767,415
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,217
Other income not declared elsewhere2019-12-31$21,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,861,066
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,885,312
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,024,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,622,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,751,944
Interest on participant loans2019-12-31$46,232
Interest earned on other investments2019-12-31$60,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,318,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,504,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,756,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,262,004
Contract administrator fees2019-12-31$76,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SB AND COMPANY, LLC
Accountancy firm EIN2019-12-31202153727
2018 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,644,310
Total of all expenses incurred2018-12-31$1,409,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,197,874
Expenses. Certain deemed distributions of participant loans2018-12-31$128,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,082,248
Value of total assets at end of year2018-12-31$12,024,246
Value of total assets at beginning of year2018-12-31$11,789,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$82,498
Total interest from all sources2018-12-31$95,922
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$237,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$237,932
Administrative expenses professional fees incurred2018-12-31$8,955
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,953,812
Participant contributions at end of year2018-12-31$767,415
Participant contributions at beginning of year2018-12-31$697,822
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$128,436
Other income not declared elsewhere2018-12-31$19,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$235,126
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,024,246
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,789,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,751,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,377,867
Interest on participant loans2018-12-31$36,855
Interest earned on other investments2018-12-31$59,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,504,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,713,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-791,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,197,874
Contract administrator fees2018-12-31$72,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SB AND COMPANY, LLC
Accountancy firm EIN2018-12-31202153727
2017 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,018,083
Total of all expenses incurred2017-12-31$758,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$634,900
Expenses. Certain deemed distributions of participant loans2017-12-31$52,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,857,718
Value of total assets at end of year2017-12-31$11,789,120
Value of total assets at beginning of year2017-12-31$9,529,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,476
Total interest from all sources2017-12-31$81,832
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$160,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$160,455
Administrative expenses professional fees incurred2017-12-31$9,850
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$12,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,807,917
Participant contributions at end of year2017-12-31$697,822
Participant contributions at beginning of year2017-12-31$563,971
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,801
Other income not declared elsewhere2017-12-31$16,868
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$2,259,788
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,789,120
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,529,332
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$1,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,377,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,067,396
Interest on participant loans2017-12-31$27,013
Interest earned on other investments2017-12-31$54,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,713,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,897,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$901,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$634,900
Contract administrator fees2017-12-31$59,501
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SB & COMPANY, LLC
Accountancy firm EIN2017-12-31202153727
2016 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,389,823
Total of all expenses incurred2016-12-31$958,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$881,819
Expenses. Certain deemed distributions of participant loans2016-12-31$35,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,698,894
Value of total assets at end of year2016-12-31$9,529,332
Value of total assets at beginning of year2016-12-31$8,098,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,431
Total interest from all sources2016-12-31$96,630
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$83,686
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$83,686
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$12,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,658,125
Participant contributions at end of year2016-12-31$563,971
Participant contributions at beginning of year2016-12-31$497,503
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,769
Other income not declared elsewhere2016-12-31$5,029
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$7,600,864
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$1,430,965
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,529,332
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,098,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,067,396
Interest on participant loans2016-12-31$21,496
Interest earned on other investments2016-12-31$75,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,897,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$505,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$881,819
Contract administrator fees2016-12-31$41,431
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SB & COMPANY,LLC
Accountancy firm EIN2016-12-31202153727
2015 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,524,192
Total of all expenses incurred2015-12-31$592,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$559,101
Expenses. Certain deemed distributions of participant loans2015-12-31$26,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,446,843
Value of total assets at end of year2015-12-31$8,098,367
Value of total assets at beginning of year2015-12-31$7,166,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,863
Total interest from all sources2015-12-31$112,420
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$299,725
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$299,725
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$12,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,403,061
Participant contributions at end of year2015-12-31$497,503
Participant contributions at beginning of year2015-12-31$417,716
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$43,782
Total non interest bearing cash at end of year2015-12-31$7,600,864
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$931,588
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,098,367
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,166,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,969,886
Interest on participant loans2015-12-31$19,053
Interest earned on other investments2015-12-31$93,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,779,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-334,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$559,101
Contract administrator fees2015-12-31$6,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SB & COMPANY, LLC
Accountancy firm EIN2015-12-31202153727
2014 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,798,692
Total of all expenses incurred2014-12-31$427,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$421,898
Expenses. Certain deemed distributions of participant loans2014-12-31$957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,439,970
Value of total assets at end of year2014-12-31$7,166,779
Value of total assets at beginning of year2014-12-31$5,795,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,654
Total interest from all sources2014-12-31$92,206
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$230,777
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$230,777
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,235,679
Participant contributions at end of year2014-12-31$417,716
Participant contributions at beginning of year2014-12-31$323,752
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$204,291
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$1,371,183
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,166,779
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,795,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,969,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,025,174
Interest on participant loans2014-12-31$14,490
Interest earned on other investments2014-12-31$77,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,779,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,446,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$35,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$421,898
Contract administrator fees2014-12-31$4,654
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SB & COMPANY, LLC
Accountancy firm EIN2014-12-31202153727
2013 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,667,442
Total of all expenses incurred2013-12-31$406,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$402,762
Expenses. Certain deemed distributions of participant loans2013-12-31$115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,056,137
Value of total assets at end of year2013-12-31$5,795,596
Value of total assets at beginning of year2013-12-31$4,534,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,536
Total interest from all sources2013-12-31$74,285
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$110,944
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$110,944
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Contributions received from participants2013-12-31$1,044,983
Participant contributions at end of year2013-12-31$323,752
Participant contributions at beginning of year2013-12-31$233,739
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,154
Total non interest bearing cash at beginning of year2013-12-31$34
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$1,261,029
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,795,596
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,534,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,025,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,205,968
Interest on participant loans2013-12-31$11,047
Interest earned on other investments2013-12-31$63,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,446,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,090,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$426,076
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$402,762
Contract administrator fees2013-12-31$3,536
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 name2013-12-31SB & COMPANY, LLC
Accountancy firm EIN2013-12-31202153727
2012 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,149
Total income from all sources (including contributions)2012-12-31$1,039,785
Total of all expenses incurred2012-12-31$243,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$228,452
Expenses. Certain deemed distributions of participant loans2012-12-31$12,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$744,561
Value of total assets at end of year2012-12-31$4,534,567
Value of total assets at beginning of year2012-12-31$3,744,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,587
Total interest from all sources2012-12-31$57,697
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$47,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$47,248
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Contributions received from participants2012-12-31$744,561
Participant contributions at end of year2012-12-31$233,739
Participant contributions at beginning of year2012-12-31$222,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,149
Total non interest bearing cash at end of year2012-12-31$34
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$796,102
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,534,567
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,738,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,205,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,710,818
Interest on participant loans2012-12-31$9,026
Interest earned on other investments2012-12-31$48,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$17,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$17,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,090,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,793,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$190,279
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$228,452
Contract administrator fees2012-12-31$2,587
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 name2012-12-31SB & COMPANY, LLC
Accountancy firm EIN2012-12-31202153727
2011 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,700
Total income from all sources (including contributions)2011-12-31$685,462
Total of all expenses incurred2011-12-31$180,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$172,053
Expenses. Certain deemed distributions of participant loans2011-12-31$5,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$629,279
Value of total assets at end of year2011-12-31$3,744,614
Value of total assets at beginning of year2011-12-31$3,238,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,657
Total interest from all sources2011-12-31$59,467
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$55,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$55,968
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$629,279
Participant contributions at end of year2011-12-31$222,412
Participant contributions at beginning of year2011-12-31$221,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,700
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$505,004
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,738,465
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,233,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,710,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,546,653
Interest on participant loans2011-12-31$10,101
Interest earned on other investments2011-12-31$49,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$17,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,793,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,455,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-59,252
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$172,053
Contract administrator fees2011-12-31$2,657
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 name2011-12-31SB & COMPANY, LLC
Accountancy firm EIN2011-12-31202153727
2010 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,221
Total income from all sources (including contributions)2010-12-31$763,395
Total of all expenses incurred2010-12-31$166,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$164,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$543,218
Value of total assets at end of year2010-12-31$3,238,161
Value of total assets at beginning of year2010-12-31$2,661,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,513
Total interest from all sources2010-12-31$40,992
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$39,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$39,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$543,218
Participant contributions at end of year2010-12-31$221,985
Participant contributions at beginning of year2010-12-31$199,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$24,221
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$596,586
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,233,461
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,636,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,546,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,160,223
Interest earned on other investments2010-12-31$40,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$36,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$36,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,455,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,260,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$140,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$164,296
Contract administrator fees2010-12-31$2,513
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 name2010-12-31SB & COMPANY, LLC
Accountancy firm EIN2010-12-31202153727
2009 : DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN

2023: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
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: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
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: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
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: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
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: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
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: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
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: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
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: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 planYes
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: DISTRICT 1199SEIU - THE JOHNS HOPKINS HOSPITAL 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069811
Policy instance 1
Insurance contract or identification numberTA069811
Number of Individuals Covered4461
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069811
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069811
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069811
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069811
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069811
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTA069811
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55326
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55326
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55326
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55326
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55326
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55326
Policy instance 1

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