?>
Logo

CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 401k Plan overview

Plan NameCALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN
Plan identification number 110

CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

CALVERTHEALTH MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:CALVERTHEALTH MEDICAL CENTER
Employer identification number (EIN):520619000
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1102018-01-01ALLISON BEST2019-09-16
1102017-01-01
1102016-01-01
1102015-01-01ALLISON BEST
1102014-01-01ALLISON BEST
1102013-01-01ALLISON FAUBERT
1102012-01-01ALLISON FAUBERT
1102011-01-01ALLISON FAUBERT
1102010-01-01CONNIE TROTT
1102009-01-01CONNIE TROTT
1102009-01-01CONNIE TROTT
1102009-01-01CONNIE TROTT
1102009-01-01CONNIE TROTT

Plan Statistics for CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN

401k plan membership statisitcs for CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN

Measure Date Value
2018: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01766
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2017 401k membership
Market value of plan assets2017-12-3131,773,240
Acturial value of plan assets2017-12-3131,733,240
Funding target for retired participants and beneficiaries receiving payment2017-12-3110,392,682
Number of terminated vested participants2017-12-31191
Fundng target for terminated vested participants2017-12-313,829,863
Active participant vested funding target2017-12-3119,033,156
Number of active participants2017-12-31403
Total funding liabilities for active participants2017-12-3119,147,750
Total participant count2017-12-31807
Total funding target for all participants2017-12-3133,370,295
Balance at beginning of prior year after applicable adjustments2017-12-311,272,269
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-311,272,269
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31219,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31232,953
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-311,341,735
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31390,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31387,341
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31224,413
Net shortfall amortization installment of oustanding balance2017-12-312,978,790
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31622,454
Carryover balance elected to use to offset funding requirement2017-12-31235,113
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31387,341
Contributions allocatedtoward minimum required contributions for current year2017-12-31387,341
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01790
Total number of active participants reported on line 7a of the Form 55002017-01-01360
Number of retired or separated participants receiving benefits2017-01-01179
Number of other retired or separated participants entitled to future benefits2017-01-01205
Total of all active and inactive participants2017-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0122
Total participants2017-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2016 401k membership
Market value of plan assets2016-12-3131,154,424
Acturial value of plan assets2016-12-3131,154,424
Funding target for retired participants and beneficiaries receiving payment2016-12-319,603,989
Number of terminated vested participants2016-12-31177
Fundng target for terminated vested participants2016-12-313,403,580
Active participant vested funding target2016-12-3119,500,487
Number of active participants2016-12-31445
Total funding liabilities for active participants2016-12-3119,704,143
Total participant count2016-12-31837
Total funding target for all participants2016-12-3132,711,712
Balance at beginning of prior year after applicable adjustments2016-12-312,546,830
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-312,546,830
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31721,001
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31766,352
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-311,272,269
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,272,269
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-312,115,000
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,045,628
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,358,559
Net shortfall amortization installment of oustanding balance2016-12-312,829,557
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,826,068
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,826,068
Contributions allocatedtoward minimum required contributions for current year2016-12-312,045,628
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01822
Total number of active participants reported on line 7a of the Form 55002016-01-01401
Number of retired or separated participants receiving benefits2016-01-01179
Number of other retired or separated participants entitled to future benefits2016-01-01191
Total of all active and inactive participants2016-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01847
Total number of active participants reported on line 7a of the Form 55002015-01-01445
Number of retired or separated participants receiving benefits2015-01-01181
Number of other retired or separated participants entitled to future benefits2015-01-01177
Total of all active and inactive participants2015-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0119
Total participants2015-01-01822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,100
Total number of active participants reported on line 7a of the Form 55002014-01-01485
Number of retired or separated participants receiving benefits2014-01-01181
Number of other retired or separated participants entitled to future benefits2014-01-01163
Total of all active and inactive participants2014-01-01829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,202
Total number of active participants reported on line 7a of the Form 55002013-01-01533
Number of retired or separated participants receiving benefits2013-01-01169
Number of other retired or separated participants entitled to future benefits2013-01-01380
Total of all active and inactive participants2013-01-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-011,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,205
Total number of active participants reported on line 7a of the Form 55002012-01-01584
Number of retired or separated participants receiving benefits2012-01-01148
Number of other retired or separated participants entitled to future benefits2012-01-01453
Total of all active and inactive participants2012-01-011,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0117
Total participants2012-01-011,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,214
Total number of active participants reported on line 7a of the Form 55002011-01-01633
Number of retired or separated participants receiving benefits2011-01-01137
Number of other retired or separated participants entitled to future benefits2011-01-01424
Total of all active and inactive participants2011-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0111
Total participants2011-01-011,205
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,227
Total number of active participants reported on line 7a of the Form 55002010-01-01678
Number of retired or separated participants receiving benefits2010-01-01135
Number of other retired or separated participants entitled to future benefits2010-01-01389
Total of all active and inactive participants2010-01-011,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-011,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,229
Total number of active participants reported on line 7a of the Form 55002009-01-01729
Number of retired or separated participants receiving benefits2009-01-01129
Number of other retired or separated participants entitled to future benefits2009-01-01357
Total of all active and inactive participants2009-01-011,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-011,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0137

Financial Data on CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN

Measure Date Value
2018 : CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-11-16$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-11-16$0
Total unrealized appreciation/depreciation of assets2018-11-16$0
Total transfer of assets to this plan2018-11-16$0
Total transfer of assets from this plan2018-11-16$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-16$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-16$109,953
Expenses. Interest paid2018-11-16$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-11-16$0
Total income from all sources (including contributions)2018-11-16$9,921,876
Total loss/gain on sale of assets2018-11-16$0
Total of all expenses incurred2018-11-16$42,826,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-16$41,912,602
Expenses. Certain deemed distributions of participant loans2018-11-16$0
Value of total corrective distributions2018-11-16$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-16$11,574,749
Value of total assets at end of year2018-11-16$0
Value of total assets at beginning of year2018-11-16$33,014,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-16$913,501
Total interest from all sources2018-11-16$257,187
Total dividends received (eg from common stock, registered investment company shares)2018-11-16$530,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-16Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-11-16$0
Total dividends received from registered investment company shares (eg mutual funds)2018-11-16$530,117
Assets. Real estate other than employer real property at end of year2018-11-16$0
Assets. Real estate other than employer real property at beginning of year2018-11-16$0
Administrative expenses professional fees incurred2018-11-16$147,287
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-11-16$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-11-16$0
Was this plan covered by a fidelity bond2018-11-16Yes
Value of fidelity bond cover2018-11-16$1,000,000
If this is an individual account plan, was there a blackout period2018-11-16No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-16$0
Were there any nonexempt tranactions with any party-in-interest2018-11-16No
Contributions received from participants2018-11-16$0
Participant contributions at end of year2018-11-16$0
Participant contributions at beginning of year2018-11-16$0
Participant contributions at end of year2018-11-16$0
Participant contributions at beginning of year2018-11-16$0
Assets. Other investments not covered elsewhere at end of year2018-11-16$0
Assets. Other investments not covered elsewhere at beginning of year2018-11-16$0
Income. Received or receivable in cash from other sources (including rollovers)2018-11-16$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-11-16$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-11-16$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-11-16$16,773
Assets. Loans (other than to participants) at end of year2018-11-16$0
Assets. Loans (other than to participants) at beginning of year2018-11-16$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-11-16$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-11-16$0
Other income not declared elsewhere2018-11-16$0
Administrative expenses (other) incurred2018-11-16$172,025
Liabilities. Value of operating payables at end of year2018-11-16$0
Liabilities. Value of operating payables at beginning of year2018-11-16$109,953
Total non interest bearing cash at end of year2018-11-16$0
Total non interest bearing cash at beginning of year2018-11-16$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-16No
Income. Non cash contributions2018-11-16$0
Value of net income/loss2018-11-16$-32,904,227
Value of net assets at end of year (total assets less liabilities)2018-11-16$0
Value of net assets at beginning of year (total assets less liabilities)2018-11-16$32,904,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-16No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-16No
Were any leases to which the plan was party in default or uncollectible2018-11-16No
Assets. partnership/joint venture interests at end of year2018-11-16$0
Assets. partnership/joint venture interests at beginning of year2018-11-16$0
Investment advisory and management fees2018-11-16$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-16$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-16$30,035,009
Value of interest in pooled separate accounts at end of year2018-11-16$0
Value of interest in pooled separate accounts at beginning of year2018-11-16$0
Interest on participant loans2018-11-16$0
Income. Interest from loans (other than to participants)2018-11-16$0
Interest earned on other investments2018-11-16$53,887
Income. Interest from US Government securities2018-11-16$0
Income. Interest from corporate debt instruments2018-11-16$0
Value of interest in master investment trust accounts at end of year2018-11-16$0
Value of interest in master investment trust accounts at beginning of year2018-11-16$0
Value of interest in common/collective trusts at end of year2018-11-16$0
Value of interest in common/collective trusts at beginning of year2018-11-16$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-11-16$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-11-16$182,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-11-16$182,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-11-16$203,300
Assets. Value of investments in 103.12 investment entities at end of year2018-11-16$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-11-16$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-11-16$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-11-16$2,780,303
Expenses. Payments to insurance carriers foe the provision of benefits2018-11-16$17,293,843
Asset value of US Government securities at end of year2018-11-16$0
Asset value of US Government securities at beginning of year2018-11-16$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-16$-2,440,177
Net investment gain/loss from pooled separate accounts2018-11-16$0
Net investment gain or loss from common/collective trusts2018-11-16$0
Net gain/loss from 103.12 investment entities2018-11-16$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-16Yes
Was there a failure to transmit to the plan any participant contributions2018-11-16No
Has the plan failed to provide any benefit when due under the plan2018-11-16No
Assets. Invements in employer securities at end of year2018-11-16$0
Assets. Invements in employer securities at beginning of year2018-11-16$0
Assets. Value of employer real property at end of year2018-11-16$0
Assets. Value of employer real property at beginning of year2018-11-16$0
Contributions received in cash from employer2018-11-16$11,574,749
Employer contributions (assets) at end of year2018-11-16$0
Employer contributions (assets) at beginning of year2018-11-16$0
Income. Dividends from preferred stock2018-11-16$0
Income. Dividends from common stock2018-11-16$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-16$24,618,759
Asset. Corporate debt instrument preferred debt at end of year2018-11-16$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-11-16$0
Asset. Corporate debt instrument debt (other) at end of year2018-11-16$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-11-16$0
Contract administrator fees2018-11-16$594,189
Assets. Corporate common stocks other than exployer securities at end of year2018-11-16$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-11-16$0
Liabilities. Value of benefit claims payable at end of year2018-11-16$0
Liabilities. Value of benefit claims payable at beginning of year2018-11-16$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-11-16$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-11-16$0
Did the plan have assets held for investment2018-11-16No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-16No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-16Yes
Aggregate proceeds on sale of assets2018-11-16$0
Aggregate carrying amount (costs) on sale of assets2018-11-16$0
Liabilities. Value of acquisition indebtedness at end of year2018-11-16$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-11-16$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-16Yes
Opinion of an independent qualified public accountant for this plan2018-11-16Disclaimer
Accountancy firm name2018-11-16DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-11-16560747981
2017 : CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$109,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,423
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,119,590
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,964,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,259,519
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$390,000
Value of total assets at end of year2017-12-31$33,014,180
Value of total assets at beginning of year2017-12-31$31,764,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$704,507
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$97,719
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,186,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,186,155
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$27,277
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$16,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$147
Administrative expenses (other) incurred2017-12-31$294,584
Liabilities. Value of operating payables at end of year2017-12-31$109,953
Liabilities. Value of operating payables at beginning of year2017-12-31$15,423
Total non interest bearing cash at end of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,155,564
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,904,227
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,748,663
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,035,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,613,488
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$97,660
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$182,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$282,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$282,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$59
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,780,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,868,416
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,445,569
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$390,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,259,519
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$382,646
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$206,621
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,874,503
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,294,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,898,920
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,115,000
Value of total assets at end of year2016-12-31$31,764,086
Value of total assets at beginning of year2016-12-31$31,375,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$395,537
Total interest from all sources2016-12-31$107,799
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,193,998
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$1,193,998
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$260,230
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$260,268
Liabilities. Value of operating payables at end of year2016-12-31$15,423
Liabilities. Value of operating payables at beginning of year2016-12-31$206,621
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$580,046
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,748,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,168,617
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,613,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,084,493
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$107,729
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$282,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$78,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$78,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$70
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,868,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,951,693
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$457,706
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,115,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,898,920
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$135,269
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$206,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,194
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,167,104
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,164,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,756,707
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,052,000
Value of total assets at end of year2015-12-31$31,375,238
Value of total assets at beginning of year2015-12-31$31,178,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$408,229
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$117,567
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,587,185
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$1,587,185
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$260,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$216,876
Liabilities. Value of operating payables at end of year2015-12-31$206,621
Liabilities. Value of operating payables at beginning of year2015-12-31$12,194
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$2,168
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,168,617
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,166,449
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,084,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,075,336
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$117,567
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$78,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$70,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$70,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,951,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,032,750
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,589,648
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$2,052,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,756,707
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$191,353
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,703
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,860,521
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,782,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,493,720
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,831,925
Value of total assets at end of year2014-12-31$31,178,643
Value of total assets at beginning of year2014-12-31$35,101,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$288,572
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,916,967
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$1,916,967
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$95,550
Liabilities. Value of operating payables at end of year2014-12-31$12,194
Liabilities. Value of operating payables at beginning of year2014-12-31$13,703
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-3,921,771
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,166,449
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,088,220
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,075,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,920,175
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$70,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$62,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$62,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,032,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,118,897
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$111,629
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,831,925
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,493,720
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$193,022
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,252
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,408,632
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,195,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$980,054
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,130,000
Value of total assets at end of year2013-12-31$35,101,923
Value of total assets at beginning of year2013-12-31$28,889,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$215,730
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,434,741
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$1,434,741
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$111,184
Liabilities. Value of operating payables at end of year2013-12-31$13,703
Liabilities. Value of operating payables at beginning of year2013-12-31$14,252
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$6,212,848
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,088,220
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,875,372
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,920,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,644,760
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$62,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$50,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$50,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,118,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,194,638
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,843,891
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$2,130,000
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$980,054
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$104,546
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,219,627
Total unrealized appreciation/depreciation of assets2012-12-31$2,219,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$189,275
Total income from all sources (including contributions)2012-12-31$5,414,409
Total loss/gain on sale of assets2012-12-31$46,344
Total of all expenses incurred2012-12-31$873,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$594,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,235,500
Value of total assets at end of year2012-12-31$28,889,624
Value of total assets at beginning of year2012-12-31$24,523,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$278,759
Total interest from all sources2012-12-31$154,808
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$758,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$758,130
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$178,776
Administrative expenses (other) incurred2012-12-31$259,957
Liabilities. Value of operating payables at end of year2012-12-31$14,252
Liabilities. Value of operating payables at beginning of year2012-12-31$189,275
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$4,541,126
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,875,372
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,334,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$18,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,644,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,047,214
Interest earned on other investments2012-12-31$154,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$50,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$34,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$34,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,194,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,262,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,235,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$594,524
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,910,058
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,863,714
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHEN RUTHERFORD KNIGHT PC
Accountancy firm EIN2012-12-31521202280
2011 : CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-324,979
Total unrealized appreciation/depreciation of assets2011-12-31$-324,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$189,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,886
Total income from all sources (including contributions)2011-12-31$1,899,097
Total loss/gain on sale of assets2011-12-31$-615,249
Total of all expenses incurred2011-12-31$712,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$551,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,051,312
Value of total assets at end of year2011-12-31$24,523,521
Value of total assets at beginning of year2011-12-31$23,161,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$160,731
Total interest from all sources2011-12-31$167,123
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$620,890
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$620,890
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$178,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$141,812
Liabilities. Value of operating payables at end of year2011-12-31$189,275
Liabilities. Value of operating payables at beginning of year2011-12-31$13,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,186,410
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,334,246
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,147,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,047,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,802,361
Interest earned on other investments2011-12-31$167,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$34,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$37,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$37,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,262,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,321,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,051,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$551,956
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$9,192,707
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,807,956
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 name2011-12-31COHEN RUTHERFORD KNIGHT PC
Accountancy firm EIN2011-12-31521202280
2010 : CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,862,961
Total unrealized appreciation/depreciation of assets2010-12-31$1,862,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,032
Total income from all sources (including contributions)2010-12-31$4,246,063
Total loss/gain on sale of assets2010-12-31$8,216
Total of all expenses incurred2010-12-31$601,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$505,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,734,502
Value of total assets at end of year2010-12-31$23,304,863
Value of total assets at beginning of year2010-12-31$19,665,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$95,626
Total interest from all sources2010-12-31$163,443
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$476,941
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$476,941
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$76,478
Liabilities. Value of operating payables at end of year2010-12-31$13,886
Liabilities. Value of operating payables at beginning of year2010-12-31$20,032
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$3,645,063
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,290,977
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,645,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$19,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,802,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,253,963
Interest earned on other investments2010-12-31$163,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$37,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$44,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$44,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,464,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,367,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,734,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$505,374
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,100,229
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,092,013
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 name2010-12-31COHEN RUTHERFORD KNIGHT PC
Accountancy firm EIN2010-12-31521202280

Form 5500 Responses for CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN

2018: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS 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: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CALVERT MEMORIAL HOSPITAL PENSION & SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015787
Policy instance 1
Insurance contract or identification number015787
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-11-16
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?Yes
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 number015787
Policy instance 1
Insurance contract or identification number015787
Number of Individuals Covered58
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?Yes
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 number015787
Policy instance 1
Insurance contract or identification number015787
Number of Individuals Covered69
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
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?Yes
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 number015787
Policy instance 1
Insurance contract or identification number015787
Number of Individuals Covered69
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
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?Yes
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 number015787
Policy instance 1
Insurance contract or identification number015787
Number of Individuals Covered73
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
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?Yes
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 number015787
Policy instance 1
Insurance contract or identification number015787
Number of Individuals Covered74
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number015787
Policy instance 1
Insurance contract or identification number015787
Number of Individuals Covered76
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number015787
Policy instance 1
Insurance contract or identification number015787
Number of Individuals Covered77
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3