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UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameUNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN
Plan identification number 001

UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION
Employer identification number (EIN):521362793
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D01719095

More information about UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012017-01-01GERALD WOLLMAN GERALD WOLLMAN2018-10-15
0012017-01-01GERALD WOLLMAN GERALD WOLLMAN2018-10-15
0012016-01-01KATHLEEN M MCCANN, CHRO KATHLEEN M MCCANN, CHRO2017-10-16
0012015-01-01DAVID SWIFT, CHRO DAVID SWIFT, CHRO2016-07-29
0012014-01-01DAVID SWIFT, CHRO DAVID SWIFT, CHRO2015-08-10
0012014-01-01DAVID SWIFT, CHRO DAVID SWIFT, CHRO2015-07-31
0012013-01-01DAVID SWIFT, CHRO DAVID SWIFT, CHRO2014-09-05
0012012-01-01DAVID SWIFT, CHRO DAVID SWIFT, CHRO2013-10-15
0012011-01-01CANDY KNOWLES, CHRO CANDY KNOWLES, CHRO2012-10-15
0012010-01-01KEITH D. PERSINGER KEITH D. PERSINGER2011-10-17
0012009-01-01R. KEITH ALLEN R. KEITH ALLEN2010-10-15

Plan Statistics for UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110,884
Total number of active participants reported on line 7a of the Form 55002022-01-016,953
Number of retired or separated participants receiving benefits2022-01-0143
Number of other retired or separated participants entitled to future benefits2022-01-013,638
Total of all active and inactive participants2022-01-0110,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0110,634
Number of participants with account balances2022-01-0110,634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0193
2021: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111,700
Total number of active participants reported on line 7a of the Form 55002021-01-017,605
Number of retired or separated participants receiving benefits2021-01-0139
Number of other retired or separated participants entitled to future benefits2021-01-013,240
Total of all active and inactive participants2021-01-0110,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0110,884
Number of participants with account balances2021-01-0110,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01152
2020: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112,183
Total number of active participants reported on line 7a of the Form 55002020-01-018,424
Number of retired or separated participants receiving benefits2020-01-0132
Number of other retired or separated participants entitled to future benefits2020-01-013,244
Total of all active and inactive participants2020-01-0111,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111,700
Number of participants with account balances2020-01-0111,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0180
2019: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112,262
Total number of active participants reported on line 7a of the Form 55002019-01-019,042
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-013,121
Total of all active and inactive participants2019-01-0112,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112,183
Number of participants with account balances2019-01-0112,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01407
2018: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0115,280
Total number of active participants reported on line 7a of the Form 55002018-01-0110,027
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-012,222
Total of all active and inactive participants2018-01-0112,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112,262
Number of participants with account balances2018-01-0112,262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01118
2017: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2017 401k membership
Market value of plan assets2017-12-31183,563,231
Acturial value of plan assets2017-12-31193,587,163
Funding target for retired participants and beneficiaries receiving payment2017-12-31104,513,380
Number of terminated vested participants2017-12-311,266
Fundng target for terminated vested participants2017-12-3158,096,271
Active participant vested funding target2017-12-3143,282,106
Number of active participants2017-12-31842
Total funding liabilities for active participants2017-12-3143,498,193
Total participant count2017-12-313,431
Total funding target for all participants2017-12-31206,107,844
Balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31223
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31237
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 year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3112,057,279
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 date2017-12-3111,274,314
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 cost2017-12-312,100,000
Net shortfall amortization installment of oustanding balance2017-12-3112,520,681
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-314,337,680
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-314,337,680
Contributions allocatedtoward minimum required contributions for current year2017-12-3111,274,314
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013,431
Total number of active participants reported on line 7a of the Form 55002017-01-01724
Number of retired or separated participants receiving benefits2017-01-011,277
Number of other retired or separated participants entitled to future benefits2017-01-011,281
Total of all active and inactive participants2017-01-013,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01108
Total participants2017-01-013,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of participants with account balances2017-01-0115,280
2016: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,551
Total number of active participants reported on line 7a of the Form 55002016-01-0110,763
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014,323
Total of all active and inactive participants2016-01-0115,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0115,086
Number of participants with account balances2016-01-0115,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01392
2015: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113,203
Total number of active participants reported on line 7a of the Form 55002015-01-0110,312
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013,239
Total of all active and inactive participants2015-01-0113,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113,551
Number of participants with account balances2015-01-0113,551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01380
2014: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112,562
Total number of active participants reported on line 7a of the Form 55002014-01-0110,127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013,076
Total of all active and inactive participants2014-01-0113,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113,203
Number of participants with account balances2014-01-0113,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01309
2013: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112,080
Total number of active participants reported on line 7a of the Form 55002013-01-019,802
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,760
Total of all active and inactive participants2013-01-0112,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112,562
Number of participants with account balances2013-01-0112,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01318
2012: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,794
Total number of active participants reported on line 7a of the Form 55002012-01-019,694
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,386
Total of all active and inactive participants2012-01-0112,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112,080
Number of participants with account balances2012-01-0112,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01265
2011: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,551
Total number of active participants reported on line 7a of the Form 55002011-01-017,926
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,868
Total of all active and inactive participants2011-01-019,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019,794
Number of participants with account balances2011-01-019,794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01429
2010: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018,826
Total number of active participants reported on line 7a of the Form 55002010-01-018,102
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,449
Total of all active and inactive participants2010-01-019,551
Total participants2010-01-019,551
Number of participants with account balances2010-01-019,551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,189
Total number of active participants reported on line 7a of the Form 55002009-01-016,585
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012,237
Total of all active and inactive participants2009-01-018,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-018,826
Number of participants with account balances2009-01-018,826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01338

Financial Data on UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-82,673,033
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$30,471,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,385,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,442,133
Value of total assets at end of year2022-12-31$412,882,243
Value of total assets at beginning of year2022-12-31$526,026,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,593
Total interest from all sources2022-12-31$618,870
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,453,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,453,303
Administrative expenses professional fees incurred2022-12-31$54,127
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$46,288,777
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$43,295,698
Other income not declared elsewhere2022-12-31$491,355
Administrative expenses (other) incurred2022-12-31$3,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-113,144,247
Value of net assets at end of year (total assets less liabilities)2022-12-31$412,882,243
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$526,026,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$366,414,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$482,646,811
Value of interest in pooled separate accounts at end of year2022-12-31$178,740
Value of interest in pooled separate accounts at beginning of year2022-12-31$83,981
Interest earned on other investments2022-12-31$618,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-106,645,491
Net investment gain/loss from pooled separate accounts2022-12-31$-33,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,442,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$30,385,621
Contract administrator fees2022-12-31$13,887
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$86,542,240
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$23,846,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,770,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,929,535
Value of total assets at end of year2021-12-31$526,026,490
Value of total assets at beginning of year2021-12-31$463,330,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,006
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,006,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,006,374
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$43,295,698
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$42,964,619
Other income not declared elsewhere2021-12-31$513,284
Administrative expenses (other) incurred2021-12-31$76,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$62,695,503
Value of net assets at end of year (total assets less liabilities)2021-12-31$526,026,490
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$463,330,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$482,646,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$420,228,464
Value of interest in pooled separate accounts at end of year2021-12-31$83,981
Value of interest in pooled separate accounts at beginning of year2021-12-31$137,904
Interest earned on other investments2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$61,071,927
Net investment gain/loss from pooled separate accounts2021-12-31$21,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$19,929,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,770,731
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$83,842,510
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,799,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,796,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,137,007
Value of total assets at end of year2020-12-31$463,330,987
Value of total assets at beginning of year2020-12-31$399,287,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,894
Total interest from all sources2020-12-31$668,626
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,904,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,904,441
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$42,964,619
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$39,502,782
Other income not declared elsewhere2020-12-31$232,664
Administrative expenses (other) incurred2020-12-31$2,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$64,043,399
Value of net assets at end of year (total assets less liabilities)2020-12-31$463,330,987
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$399,287,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$420,228,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$359,666,096
Value of interest in pooled separate accounts at end of year2020-12-31$137,904
Value of interest in pooled separate accounts at beginning of year2020-12-31$118,710
Interest earned on other investments2020-12-31$668,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$60,891,817
Net investment gain/loss from pooled separate accounts2020-12-31$7,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$19,137,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,796,217
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$93,073,804
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,742,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,736,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,670,561
Value of total assets at end of year2019-12-31$399,287,588
Value of total assets at beginning of year2019-12-31$322,956,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,900
Total interest from all sources2019-12-31$720,081
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,412,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,412,677
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$186
Assets. Other investments not covered elsewhere at end of year2019-12-31$39,502,782
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$38,815,507
Other income not declared elsewhere2019-12-31$227,096
Administrative expenses (other) incurred2019-12-31$5,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$76,331,259
Value of net assets at end of year (total assets less liabilities)2019-12-31$399,287,588
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$322,956,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$359,666,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$284,122,288
Value of interest in pooled separate accounts at end of year2019-12-31$118,710
Value of interest in pooled separate accounts at beginning of year2019-12-31$18,534
Interest earned on other investments2019-12-31$720,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$66,036,833
Net investment gain/loss from pooled separate accounts2019-12-31$6,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$21,670,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,736,645
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,681,020
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,243,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,238,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$24,748,201
Value of total assets at end of year2018-12-31$322,956,329
Value of total assets at beginning of year2018-12-31$333,518,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,625
Total interest from all sources2018-12-31$645,662
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,915,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,915,936
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$38,815,507
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$39,426,030
Other income not declared elsewhere2018-12-31$312,176
Administrative expenses (other) incurred2018-12-31$4,625
Total non interest bearing cash at beginning of year2018-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,562,277
Value of net assets at end of year (total assets less liabilities)2018-12-31$322,956,329
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$333,518,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$284,122,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$293,416,033
Value of interest in pooled separate accounts at end of year2018-12-31$18,534
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,424
Interest earned on other investments2018-12-31$645,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-23,940,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$24,748,201
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$661,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,238,672
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$72,534,578
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$19,809,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,804,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,081,578
Value of total assets at end of year2017-12-31$333,518,606
Value of total assets at beginning of year2017-12-31$280,793,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,150
Total interest from all sources2017-12-31$595,963
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,802,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,802,431
Administrative expenses professional fees incurred2017-12-31$835,290
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,500,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$39,426,030
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$39,341,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$300,657
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$217,332
Administrative expenses (other) incurred2017-12-31$5,150
Liabilities. Value of operating payables at end of year2017-12-31$168,443
Liabilities. Value of operating payables at beginning of year2017-12-31$96,511
Total non interest bearing cash at end of year2017-12-31$34
Total non interest bearing cash at beginning of year2017-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$52,725,281
Value of net assets at end of year (total assets less liabilities)2017-12-31$333,518,606
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$280,793,325
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$15,856,998
Assets. partnership/joint venture interests at beginning of year2017-12-31$16,368,195
Investment advisory and management fees2017-12-31$95,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$293,416,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$241,024,758
Value of interest in pooled separate accounts at end of year2017-12-31$15,424
Interest earned on other investments2017-12-31$595,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,760,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,161,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,161,511
Asset value of US Government securities at end of year2017-12-31$13,423,077
Asset value of US Government securities at beginning of year2017-12-31$12,116,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$43,836,466
Net investment gain/loss from pooled separate accounts2017-12-31$808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$25,081,578
Employer contributions (assets) at end of year2017-12-31$661,085
Employer contributions (assets) at beginning of year2017-12-31$427,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,804,147
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$7,267,686
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$6,902,138
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$16,872,644
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$15,133,208
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$45,729,398
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,511,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,507,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,206,777
Value of total assets at end of year2016-12-31$280,793,325
Value of total assets at beginning of year2016-12-31$249,575,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,075
Total interest from all sources2016-12-31$586,442
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,854,712
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$2,854,712
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,500,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$39,341,170
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$39,058,726
Other income not declared elsewhere2016-12-31$387,024
Administrative expenses (other) incurred2016-12-31$4,075
Total non interest bearing cash at end of year2016-12-31$125
Total non interest bearing cash at beginning of year2016-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$31,218,201
Value of net assets at end of year (total assets less liabilities)2016-12-31$280,793,325
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$249,575,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$241,024,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$210,017,782
Interest earned on other investments2016-12-31$586,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$15,694,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$26,206,777
Employer contributions (assets) at end of year2016-12-31$427,272
Employer contributions (assets) at beginning of year2016-12-31$498,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,507,122
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$25,284,015
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,441,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,437,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,651,937
Value of total assets at end of year2015-12-31$249,575,124
Value of total assets at beginning of year2015-12-31$239,732,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,575
Total interest from all sources2015-12-31$585,765
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,997,445
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$1,997,445
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,500,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$39,058,726
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$39,421,964
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$95,819
Other income not declared elsewhere2015-12-31$146,778
Administrative expenses (other) incurred2015-12-31$3,575
Total non interest bearing cash at end of year2015-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$9,842,530
Value of net assets at end of year (total assets less liabilities)2015-12-31$249,575,124
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$239,732,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$210,017,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$199,860,796
Interest earned on other investments2015-12-31$585,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,097,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$24,556,118
Employer contributions (assets) at end of year2015-12-31$498,565
Employer contributions (assets) at beginning of year2015-12-31$449,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,437,910
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$37,079,864
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,398,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,395,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$22,434,281
Value of total assets at end of year2014-12-31$239,732,594
Value of total assets at beginning of year2014-12-31$216,051,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,250
Total interest from all sources2014-12-31$637,828
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,234,525
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$2,234,525
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,500,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$36,618,415
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$36,645,373
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$122,952
Administrative expenses (other) incurred2014-12-31$3,250
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
Value of net income/loss2014-12-31$23,681,027
Value of net assets at end of year (total assets less liabilities)2014-12-31$239,732,594
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$216,051,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$146,593,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$178,876,545
Interest earned on other investments2014-12-31$637,828
Value of interest in master investment trust accounts at end of year2014-12-31$56,070,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,234,836
Net investment gain/loss from pooled separate accounts2014-12-31$3,415,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$22,434,281
Employer contributions (assets) at end of year2014-12-31$449,834
Employer contributions (assets) at beginning of year2014-12-31$529,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,395,587
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$50,663,229
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,714,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,535,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$21,800,880
Value of total assets at end of year2013-12-31$216,051,567
Value of total assets at beginning of year2013-12-31$177,103,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$179,408
Total interest from all sources2013-12-31$692,162
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,968,583
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$1,968,583
Administrative expenses professional fees incurred2013-12-31$13,700
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$36,645,373
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$37,542,822
Other income not declared elsewhere2013-12-31$134,786
Administrative expenses (other) incurred2013-12-31$1,531
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$38,948,290
Value of net assets at end of year (total assets less liabilities)2013-12-31$216,051,567
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$177,103,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$133,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$178,876,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$138,952,639
Interest earned on other investments2013-12-31$692,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$26,066,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$21,800,880
Employer contributions (assets) at end of year2013-12-31$529,649
Employer contributions (assets) at beginning of year2013-12-31$607,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,535,531
Contract administrator fees2013-12-31$31,057
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$33,735,073
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,847,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,715,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,006,597
Value of total assets at end of year2012-12-31$177,103,277
Value of total assets at beginning of year2012-12-31$152,215,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$131,833
Total interest from all sources2012-12-31$795,549
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,056,006
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$2,056,006
Administrative expenses professional fees incurred2012-12-31$15,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$37,542,822
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$34,278,100
Other income not declared elsewhere2012-12-31$518,070
Administrative expenses (other) incurred2012-12-31$1,871
Total non interest bearing cash at end of year2012-12-31$157
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$24,887,301
Value of net assets at end of year (total assets less liabilities)2012-12-31$177,103,277
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$152,215,976
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$114,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$138,952,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$117,233,720
Interest earned on other investments2012-12-31$795,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,358,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$18,006,597
Employer contributions (assets) at end of year2012-12-31$607,659
Employer contributions (assets) at beginning of year2012-12-31$704,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,715,939
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$16,057,636
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,819,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,691,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,814,365
Value of total assets at end of year2011-12-31$152,215,976
Value of total assets at beginning of year2011-12-31$145,977,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$127,770
Total interest from all sources2011-12-31$866,568
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,924,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,924,621
Administrative expenses professional fees incurred2011-12-31$20,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$34,278,100
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$33,583,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$713,560
Administrative expenses (other) incurred2011-12-31$1,764
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$113,259
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$6,238,223
Value of net assets at end of year (total assets less liabilities)2011-12-31$152,215,976
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$145,977,753
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$103,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$117,233,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$111,567,901
Interest earned on other investments2011-12-31$866,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,547,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$16,814,365
Employer contributions (assets) at end of year2011-12-31$704,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,691,643
Contract administrator fees2011-12-31$2,245
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$713,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$187,431
Total income from all sources (including contributions)2010-12-31$26,480,849
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,833,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,674,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,327,982
Value of total assets at end of year2010-12-31$145,977,753
Value of total assets at beginning of year2010-12-31$124,803,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$158,772
Total interest from all sources2010-12-31$1,753
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,215,622
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$3,215,622
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$33,583,033
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$713,560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$194,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$187,431
Other income not declared elsewhere2010-12-31$945,295
Administrative expenses (other) incurred2010-12-31$82,562
Total non interest bearing cash at end of year2010-12-31$113,259
Total non interest bearing cash at beginning of year2010-12-31$91
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$20,647,719
Value of net assets at end of year (total assets less liabilities)2010-12-31$145,977,753
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$124,616,474
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$49,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$111,567,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$91,647,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,120,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,120,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$30,674,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,990,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,327,982
Employer contributions (assets) at beginning of year2010-12-31$166,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,674,358
Contract administrator fees2010-12-31$26,662
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863
2009 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN

2022: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041703
Policy instance 1
Insurance contract or identification number041703
Number of Individuals Covered10634
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041703
Policy instance 1
Insurance contract or identification number041703
Number of Individuals Covered10884
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041703
Policy instance 1
Insurance contract or identification number041703
Number of Individuals Covered11700
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041703
Policy instance 1
Insurance contract or identification number041703
Number of Individuals Covered12183
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041703
Policy instance 1
Insurance contract or identification number041703
Number of Individuals Covered12262
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041703
Policy instance 1
Insurance contract or identification number041703
Number of Individuals Covered15280
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893026-087
Policy instance 1
Insurance contract or identification number893026-087
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,713
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

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