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SHORE HEALTH SYSTEM, INC. 401(K) PLAN 401k Plan overview

Plan NameSHORE HEALTH SYSTEM, INC. 401(K) PLAN
Plan identification number 001

SHORE HEALTH SYSTEM, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHORE HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHORE HEALTH SYSTEM, INC.
Employer identification number (EIN):520610538
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHORE HEALTH SYSTEM, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KATHLEEN M. MCCANN, CHRO KATHLEEN M. MCCANN, CHRO2019-07-18
0012017-01-01KATHLEEN M. MCCANN, CHRO KATHLEEN M. MCCANN, CHRO2018-07-31
0012016-01-01KATHLEEN M. MCCANN, SVP CHRO KATHLEEN M. MCCANN, SVP CHRO2017-08-01
0012015-01-01KATE MCCANN, VP HR KATE MCCANN, VP HR2016-10-10
0012014-01-01DAVID P. SWIFT, CHRO DAVID P. SWIFT, CHRO2015-10-15
0012013-01-01SUSAN M. COE SUSAN M. COE2014-10-15
0012012-01-01MICHAEL ZIMMERMAN MICHAEL ZIMMERMAN2013-10-14
0012011-01-01MICHAEL ZIMMERMAN
0012010-01-01MICHAEL ZIMMERMAN

Plan Statistics for SHORE HEALTH SYSTEM, INC. 401(K) PLAN

401k plan membership statisitcs for SHORE HEALTH SYSTEM, INC. 401(K) PLAN

Measure Date Value
2022: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,857
Total number of active participants reported on line 7a of the Form 55002022-01-011,243
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01515
Total of all active and inactive participants2022-01-011,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,765
Number of participants with account balances2022-01-011,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,937
Total number of active participants reported on line 7a of the Form 55002021-01-011,336
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01512
Total of all active and inactive participants2021-01-011,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,857
Number of participants with account balances2021-01-011,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,080
Total number of active participants reported on line 7a of the Form 55002020-01-011,429
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01500
Total of all active and inactive participants2020-01-011,937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,937
Number of participants with account balances2020-01-011,937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,090
Total number of active participants reported on line 7a of the Form 55002019-01-011,522
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01551
Total of all active and inactive participants2019-01-012,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,080
Number of participants with account balances2019-01-012,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0145
2018: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,328
Total number of active participants reported on line 7a of the Form 55002018-01-011,633
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01452
Total of all active and inactive participants2018-01-012,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,090
Number of participants with account balances2018-01-012,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,255
Total number of active participants reported on line 7a of the Form 55002017-01-011,728
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01599
Total of all active and inactive participants2017-01-012,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,328
Number of participants with account balances2017-01-012,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,070
Total number of active participants reported on line 7a of the Form 55002016-01-011,841
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01414
Total of all active and inactive participants2016-01-012,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,255
Number of participants with account balances2016-01-012,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,034
Total number of active participants reported on line 7a of the Form 55002015-01-011,731
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01339
Total of all active and inactive participants2015-01-012,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,070
Number of participants with account balances2015-01-012,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,004
Total number of active participants reported on line 7a of the Form 55002014-01-011,786
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01248
Total of all active and inactive participants2014-01-012,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,034
Number of participants with account balances2014-01-012,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,027
Total number of active participants reported on line 7a of the Form 55002013-01-011,778
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01226
Total of all active and inactive participants2013-01-012,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,004
Number of participants with account balances2013-01-012,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,944
Total number of active participants reported on line 7a of the Form 55002012-01-011,824
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01203
Total of all active and inactive participants2012-01-012,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,027
Number of participants with account balances2012-01-012,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,350
Total number of active participants reported on line 7a of the Form 55002011-01-011,769
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01171
Total of all active and inactive participants2011-01-011,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,944
Number of participants with account balances2011-01-011,944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0136
2010: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,322
Total number of active participants reported on line 7a of the Form 55002010-01-011,963
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-01376
Total of all active and inactive participants2010-01-012,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-012,350
Number of participants with account balances2010-01-012,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0177

Financial Data on SHORE HEALTH SYSTEM, INC. 401(K) PLAN

Measure Date Value
2022 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-27,011,351
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,214,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,053,439
Expenses. Certain deemed distributions of participant loans2022-12-31$134,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$705
Value of total assets at end of year2022-12-31$107,817,836
Value of total assets at beginning of year2022-12-31$145,043,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,588
Total interest from all sources2022-12-31$191,042
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,486,308
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$1,486,308
Administrative expenses professional fees incurred2022-12-31$10,375
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Participant contributions at end of year2022-12-31$919,384
Participant contributions at beginning of year2022-12-31$1,356,248
Assets. Other investments not covered elsewhere at end of year2022-12-31$10,209,841
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,636,177
Other income not declared elsewhere2022-12-31$137,895
Administrative expenses (other) incurred2022-12-31$2,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-37,225,415
Value of net assets at end of year (total assets less liabilities)2022-12-31$107,817,836
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$145,043,251
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$4,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$96,593,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$134,936,135
Value of interest in pooled separate accounts at end of year2022-12-31$95,515
Value of interest in pooled separate accounts at beginning of year2022-12-31$114,691
Interest on participant loans2022-12-31$56,835
Interest earned on other investments2022-12-31$134,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-28,807,801
Net investment gain/loss from pooled separate accounts2022-12-31$-19,500
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
Contributions received in cash from employer2022-12-31$705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,053,439
Contract administrator fees2022-12-31$8,995
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 name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$863,190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,356,070
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,406,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,313,749
Expenses. Certain deemed distributions of participant loans2021-12-31$36,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$78,775
Value of total assets at end of year2021-12-31$145,043,251
Value of total assets at beginning of year2021-12-31$141,230,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,119
Total interest from all sources2021-12-31$216,176
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,319,676
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$1,319,676
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,356,248
Participant contributions at beginning of year2021-12-31$1,728,270
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,636,177
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,954,086
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$78,775
Other income not declared elsewhere2021-12-31$174,693
Administrative expenses (other) incurred2021-12-31$56,119
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$2,949,532
Value of net assets at end of year (total assets less liabilities)2021-12-31$145,043,251
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$141,230,529
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$134,936,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$129,450,527
Value of interest in pooled separate accounts at end of year2021-12-31$114,691
Value of interest in pooled separate accounts at beginning of year2021-12-31$97,646
Interest on participant loans2021-12-31$84,769
Interest earned on other investments2021-12-31$131,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,553,514
Net investment gain/loss from pooled separate accounts2021-12-31$13,236
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$16,313,749
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 name2021-12-31ERNST AND YOUNG, LLC
Accountancy firm EIN2021-12-31346565596
2020 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$19,850,761
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,138,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,010,731
Expenses. Certain deemed distributions of participant loans2020-12-31$121,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,729
Value of total assets at end of year2020-12-31$141,230,529
Value of total assets at beginning of year2020-12-31$131,518,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,611
Total interest from all sources2020-12-31$264,481
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$780,981
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$780,981
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Participant contributions at end of year2020-12-31$1,728,270
Participant contributions at beginning of year2020-12-31$2,126,710
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,954,086
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,823,641
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,729
Other income not declared elsewhere2020-12-31$126,932
Administrative expenses (other) incurred2020-12-31$6,611
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$9,712,133
Value of net assets at end of year (total assets less liabilities)2020-12-31$141,230,529
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$131,518,396
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$129,450,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$119,489,110
Value of interest in pooled separate accounts at end of year2020-12-31$97,646
Value of interest in pooled separate accounts at beginning of year2020-12-31$78,935
Interest on participant loans2020-12-31$101,997
Interest earned on other investments2020-12-31$162,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,668,295
Net investment gain/loss from pooled separate accounts2020-12-31$8,343
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$10,010,731
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 name2020-12-31ERNST AND YOUNG, LLC
Accountancy firm EIN2020-12-31346565596
2019 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$25,151,442
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,158,524
Total of all expenses incurred2019-12-31$9,158,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,022,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,022,288
Expenses. Certain deemed distributions of participant loans2019-12-31$115,765
Expenses. Certain deemed distributions of participant loans2019-12-31$115,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$227,443
Value of total assets at end of year2019-12-31$131,518,396
Value of total assets at beginning of year2019-12-31$115,525,478
Value of total assets at beginning of year2019-12-31$115,525,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,471
Total interest from all sources2019-12-31$248,859
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,404,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,404,709
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$2,126,710
Participant contributions at end of year2019-12-31$2,126,710
Participant contributions at beginning of year2019-12-31$2,346,212
Participant contributions at beginning of year2019-12-31$2,346,212
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,823,641
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,823,641
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,369,646
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,369,646
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$227,443
Other income not declared elsewhere2019-12-31$179,858
Other income not declared elsewhere2019-12-31$179,858
Administrative expenses (other) incurred2019-12-31$20,471
Administrative expenses (other) incurred2019-12-31$20,471
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
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$15,992,918
Value of net assets at end of year (total assets less liabilities)2019-12-31$131,518,396
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$115,525,478
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$115,525,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$119,489,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$119,489,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$102,744,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$102,744,947
Value of interest in pooled separate accounts at end of year2019-12-31$78,935
Value of interest in pooled separate accounts at end of year2019-12-31$78,935
Value of interest in pooled separate accounts at beginning of year2019-12-31$64,673
Value of interest in pooled separate accounts at beginning of year2019-12-31$64,673
Interest on participant loans2019-12-31$116,506
Interest earned on other investments2019-12-31$132,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,078,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,078,686
Net investment gain/loss from pooled separate accounts2019-12-31$11,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
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$9,022,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,022,288
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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 name2019-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-6,886,522
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,851,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,495,918
Expenses. Certain deemed distributions of participant loans2018-12-31$347,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$41,348
Value of total assets at end of year2018-12-31$115,525,478
Value of total assets at beginning of year2018-12-31$136,263,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,750
Total interest from all sources2018-12-31$273,457
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,379,104
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$1,379,104
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Participant contributions at end of year2018-12-31$2,346,212
Participant contributions at beginning of year2018-12-31$2,468,678
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,369,646
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,468,152
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$41,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$14,662
Other income not declared elsewhere2018-12-31$160,439
Administrative expenses (other) incurred2018-12-31$8,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,738,486
Value of net assets at end of year (total assets less liabilities)2018-12-31$115,525,478
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$136,263,964
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$102,744,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$124,280,110
Value of interest in pooled separate accounts at end of year2018-12-31$64,673
Value of interest in pooled separate accounts at beginning of year2018-12-31$32,362
Interest on participant loans2018-12-31$109,658
Interest earned on other investments2018-12-31$163,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,736,123
Net investment gain/loss from pooled separate accounts2018-12-31$-4,747
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$13,495,918
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 name2018-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$29,174,326
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,556,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,316,975
Expenses. Certain deemed distributions of participant loans2017-12-31$225,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,001,342
Value of total assets at end of year2017-12-31$136,263,964
Value of total assets at beginning of year2017-12-31$118,646,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,800
Total interest from all sources2017-12-31$232,101
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,043,964
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$1,043,964
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,316,489
Participant contributions at end of year2017-12-31$2,468,678
Participant contributions at beginning of year2017-12-31$2,164,670
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,468,152
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,164,336
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$337,992
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$14,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,137,011
Other income not declared elsewhere2017-12-31$108,829
Administrative expenses (other) incurred2017-12-31$13,800
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,617,727
Value of net assets at end of year (total assets less liabilities)2017-12-31$136,263,964
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$118,646,237
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$124,280,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$105,180,220
Value of interest in pooled separate accounts at end of year2017-12-31$32,362
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$87,914
Interest earned on other investments2017-12-31$144,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,788,090
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
Contributions received in cash from employer2017-12-31$3,346,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,316,975
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 name2017-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$18,502,995
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,149,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,543,861
Expenses. Certain deemed distributions of participant loans2016-12-31$594,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,959,472
Value of total assets at end of year2016-12-31$118,646,237
Value of total assets at beginning of year2016-12-31$111,292,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,425
Total interest from all sources2016-12-31$223,078
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,191,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,191,250
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,066,422
Participant contributions at end of year2016-12-31$2,164,670
Participant contributions at beginning of year2016-12-31$2,911,016
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,164,336
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,756,107
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$217,649
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,141,810
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,137,011
Other income not declared elsewhere2016-12-31$213,114
Administrative expenses (other) incurred2016-12-31$10,425
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$238
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$7,353,971
Value of net assets at end of year (total assets less liabilities)2016-12-31$118,646,237
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$111,292,266
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$105,180,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$98,624,905
Interest on participant loans2016-12-31$82,269
Interest earned on other investments2016-12-31$140,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,916,081
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
Contributions received in cash from employer2016-12-31$5,675,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,402,051
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 name2016-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,766,408
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,638,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,878,376
Expenses. Certain deemed distributions of participant loans2015-12-31$746,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,610,519
Value of total assets at end of year2015-12-31$111,292,266
Value of total assets at beginning of year2015-12-31$116,164,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,900
Total interest from all sources2015-12-31$229,788
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,260,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,260,686
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,934,472
Participant contributions at end of year2015-12-31$2,911,016
Participant contributions at beginning of year2015-12-31$3,510,915
Participant contributions at beginning of year2015-12-31$151,957
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,756,107
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$10,136,052
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$270,396
Other income not declared elsewhere2015-12-31$72,174
Administrative expenses (other) incurred2015-12-31$13,900
Total non interest bearing cash at end of year2015-12-31$238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,871,971
Value of net assets at end of year (total assets less liabilities)2015-12-31$111,292,266
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$116,164,237
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 end of year2015-12-31$98,624,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$102,159,905
Interest on participant loans2015-12-31$100,832
Interest earned on other investments2015-12-31$128,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,406,759
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,405,651
Employer contributions (assets) at beginning of year2015-12-31$205,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,878,376
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 name2015-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,645,052
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,638,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,567,292
Expenses. Certain deemed distributions of participant loans2014-12-31$55,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,119,442
Value of total assets at end of year2014-12-31$116,164,237
Value of total assets at beginning of year2014-12-31$111,157,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,600
Total interest from all sources2014-12-31$138,736
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,411,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,411,594
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,660,611
Participant contributions at end of year2014-12-31$3,510,915
Participant contributions at beginning of year2014-12-31$3,182,191
Participant contributions at end of year2014-12-31$151,957
Assets. Other investments not covered elsewhere at end of year2014-12-31$10,136,052
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$11,937,076
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$318,765
Other income not declared elsewhere2014-12-31$124,034
Administrative expenses (other) incurred2014-12-31$15,600
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$5,006,732
Value of net assets at end of year (total assets less liabilities)2014-12-31$116,164,237
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$111,157,505
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$102,159,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$96,038,238
Interest on participant loans2014-12-31$106,489
Interest earned on other investments2014-12-31$32,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,851,246
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,140,066
Employer contributions (assets) at end of year2014-12-31$205,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,567,292
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 name2014-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$28,617,152
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,960,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,790,542
Expenses. Certain deemed distributions of participant loans2013-12-31$36,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,875,168
Value of total assets at end of year2013-12-31$111,157,505
Value of total assets at beginning of year2013-12-31$90,501,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$134,100
Total interest from all sources2013-12-31$334,459
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,187,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,187,259
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,848,341
Participant contributions at end of year2013-12-31$3,182,191
Participant contributions at beginning of year2013-12-31$3,530,574
Assets. Other investments not covered elsewhere at end of year2013-12-31$11,937,076
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$10,629,253
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,594,878
Other income not declared elsewhere2013-12-31$155,175
Administrative expenses (other) incurred2013-12-31$134,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,656,218
Value of net assets at end of year (total assets less liabilities)2013-12-31$111,157,505
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$90,501,287
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$96,038,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$76,341,460
Interest on participant loans2013-12-31$122,324
Interest earned on other investments2013-12-31$212,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,065,091
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,431,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,790,542
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 name2013-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$17,477,299
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,253,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,061,717
Expenses. Certain deemed distributions of participant loans2012-12-31$134,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,543,230
Value of total assets at end of year2012-12-31$90,501,287
Value of total assets at beginning of year2012-12-31$79,277,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$57,900
Total interest from all sources2012-12-31$309,438
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,240,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,293,384
Participant contributions at end of year2012-12-31$3,530,574
Participant contributions at beginning of year2012-12-31$3,799,243
Assets. Other investments not covered elsewhere at end of year2012-12-31$10,629,253
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,999,731
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$321,075
Other income not declared elsewhere2012-12-31$126,414
Administrative expenses (other) incurred2012-12-31$57,900
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$11,223,314
Value of net assets at end of year (total assets less liabilities)2012-12-31$90,501,287
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$79,277,973
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$76,341,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$71,478,999
Interest on participant loans2012-12-31$133,700
Interest earned on other investments2012-12-31$175,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,257,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,928,771
Income. Dividends from common stock2012-12-31$1,240,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,061,717
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 name2012-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,762,076
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,124,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,040,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,592,055
Value of total assets at end of year2011-12-31$79,277,973
Value of total assets at beginning of year2011-12-31$83,640,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$83,248
Total interest from all sources2011-12-31$183,101
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,047,353
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$1,047,353
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,044,355
Participant contributions at end of year2011-12-31$3,799,243
Participant contributions at beginning of year2011-12-31$3,164,911
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,999,731
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$375,687
Other income not declared elsewhere2011-12-31$-1,345
Administrative expenses (other) incurred2011-12-31$83,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,362,074
Value of net assets at end of year (total assets less liabilities)2011-12-31$79,277,973
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$83,640,047
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$71,478,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$73,447,106
Interest on participant loans2011-12-31$142,985
Interest earned on other investments2011-12-31$40,116
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$7,028,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,095,662
Net investment gain or loss from common/collective trusts2011-12-31$36,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,172,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,040,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31CLIFTONLARSONALLE, LLP
Accountancy firm EIN2011-12-31410746749
2010 : SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$18,663,961
Total of all expenses incurred2010-12-31$2,679,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,568,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,410,721
Value of total assets at end of year2010-12-31$83,640,047
Value of total assets at beginning of year2010-12-31$67,655,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$111,512
Total interest from all sources2010-12-31$148,080
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,731,781
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$1,731,781
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,986,164
Participant contributions at end of year2010-12-31$3,164,911
Participant contributions at beginning of year2010-12-31$2,568,541
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$311,427
Administrative expenses (other) incurred2010-12-31$111,512
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$15,984,126
Value of net assets at end of year (total assets less liabilities)2010-12-31$83,640,047
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$67,655,921
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$73,447,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$58,704,047
Interest on participant loans2010-12-31$148,080
Value of interest in common/collective trusts at end of year2010-12-31$7,028,030
Value of interest in common/collective trusts at beginning of year2010-12-31$6,383,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,165,103
Net investment gain or loss from common/collective trusts2010-12-31$208,276
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
Contributions received in cash from employer2010-12-31$5,113,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,568,323
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 name2010-12-31CLIFTON GUNDERSON
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for SHORE HEALTH SYSTEM, INC. 401(K) PLAN

2022: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHORE HEALTH SYSTEM, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHORE HEALTH SYSTEM, INC. 401(K) 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041772
Policy instance 1
Insurance contract or identification number041772
Number of Individuals Covered1765
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041772
Policy instance 1
Insurance contract or identification number041772
Number of Individuals Covered1857
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041772
Policy instance 1
Insurance contract or identification number041772
Number of Individuals Covered1937
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041772
Policy instance 1
Insurance contract or identification number041772
Number of Individuals Covered2080
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041772
Policy instance 1
Insurance contract or identification number041772
Number of Individuals Covered2090
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041772
Policy instance 1
Insurance contract or identification number041772
Number of Individuals Covered2328
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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