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ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 006

ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ATLANTIC HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:ATLANTIC HEALTH SYSTEM
Employer identification number (EIN):521958352
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01ANTELL MITCHELL-JAMES ANTELL MITCHELL-JAMES2018-10-10
0062016-01-01ANTELL MITCHELL-JAMES ANTELL MITCHELL-JAMES2017-10-12
0062015-01-01LYNN TURNER LYNN TURNER2016-10-13
0062014-01-01LYNN TURNER LYNN TURNER2015-10-13

Plan Statistics for ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0121,581
Total number of active participants reported on line 7a of the Form 55002022-01-0119,932
Number of retired or separated participants receiving benefits2022-01-01121
Number of other retired or separated participants entitled to future benefits2022-01-012,665
Total of all active and inactive participants2022-01-0122,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0122
Total participants2022-01-0122,740
Number of participants with account balances2022-01-0120,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01221
2021: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0120,017
Total number of active participants reported on line 7a of the Form 55002021-01-0119,030
Number of retired or separated participants receiving benefits2021-01-01106
Number of other retired or separated participants entitled to future benefits2021-01-012,417
Total of all active and inactive participants2021-01-0121,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-0121,570
Number of participants with account balances2021-01-0118,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01300
2020: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0119,084
Total number of active participants reported on line 7a of the Form 55002020-01-0118,180
Number of retired or separated participants receiving benefits2020-01-0186
Number of other retired or separated participants entitled to future benefits2020-01-011,734
Total of all active and inactive participants2020-01-0120,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-0120,010
Number of participants with account balances2020-01-0116,699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01193
2019: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118,261
Total number of active participants reported on line 7a of the Form 55002019-01-0117,618
Number of retired or separated participants receiving benefits2019-01-0166
Number of other retired or separated participants entitled to future benefits2019-01-011,387
Total of all active and inactive participants2019-01-0119,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-0119,078
Number of participants with account balances2019-01-0115,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01147
2018: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119,039
Total number of active participants reported on line 7a of the Form 55002018-01-0116,937
Number of retired or separated participants receiving benefits2018-01-0139
Number of other retired or separated participants entitled to future benefits2018-01-011,266
Total of all active and inactive participants2018-01-0118,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-0118,249
Number of participants with account balances2018-01-0114,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01120
2017: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0117,406
Total number of active participants reported on line 7a of the Form 55002017-01-0116,458
Number of retired or separated participants receiving benefits2017-01-01168
Number of other retired or separated participants entitled to future benefits2017-01-012,408
Total of all active and inactive participants2017-01-0119,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-0119,036
Number of participants with account balances2017-01-0114,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01337
2016: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0116,110
Total number of active participants reported on line 7a of the Form 55002016-01-0115,915
Number of retired or separated participants receiving benefits2016-01-0157
Number of other retired or separated participants entitled to future benefits2016-01-011,430
Total of all active and inactive participants2016-01-0117,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-0117,406
Number of participants with account balances2016-01-0112,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01218
2015: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114,579
Total number of active participants reported on line 7a of the Form 55002015-01-0114,725
Number of retired or separated participants receiving benefits2015-01-0123
Number of other retired or separated participants entitled to future benefits2015-01-011,346
Total of all active and inactive participants2015-01-0116,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0116,095
Number of participants with account balances2015-01-0110,501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112,204
Total number of active participants reported on line 7a of the Form 55002014-01-0113,951
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01614
Total of all active and inactive participants2014-01-0114,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114,579
Number of participants with account balances2014-01-017,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0146

Financial Data on ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$7,813,169
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$57,733,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$55,962,166
Expenses. Certain deemed distributions of participant loans2022-12-31$369,734
Value of total corrective distributions2022-12-31$14,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$140,975,391
Value of total assets at end of year2022-12-31$759,079,123
Value of total assets at beginning of year2022-12-31$808,999,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,387,596
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$1,219,559
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$25,937,436
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$25,937,436
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$95,650,586
Participant contributions at end of year2022-12-31$8,562,300
Participant contributions at beginning of year2022-12-31$7,794,731
Participant contributions at end of year2022-12-31$2,795
Participant contributions at beginning of year2022-12-31$272
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,546,250
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,343,989
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,023,446
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-693,165
Administrative expenses (other) incurred2022-12-31$222,030
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-49,920,587
Value of net assets at end of year (total assets less liabilities)2022-12-31$759,079,123
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$808,999,710
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$1,165,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$677,554,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$734,189,206
Interest on participant loans2022-12-31$367,159
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$852,400
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$58,046,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$53,120,179
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-159,626,052
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$26,301,359
Employer contributions (assets) at end of year2022-12-31$11,366,577
Employer contributions (assets) at beginning of year2022-12-31$10,551,333
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$55,962,166
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WISS & COMPANY,LLP
Accountancy firm EIN2022-12-31221732349
2021 : ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$221,012,202
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$50,413,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$48,942,355
Expenses. Certain deemed distributions of participant loans2021-12-31$221,514
Value of total corrective distributions2021-12-31$5,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$122,042,294
Value of total assets at end of year2021-12-31$808,999,710
Value of total assets at beginning of year2021-12-31$638,400,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,243,615
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$1,167,921
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,364,304
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$21,364,304
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$82,453,141
Participant contributions at end of year2021-12-31$7,794,731
Participant contributions at beginning of year2021-12-31$5,766,872
Participant contributions at end of year2021-12-31$272
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,343,989
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,473,739
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,472,880
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$316,739
Administrative expenses (other) incurred2021-12-31$168,619
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$170,598,794
Value of net assets at end of year (total assets less liabilities)2021-12-31$808,999,710
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$638,400,916
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$1,074,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$734,189,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$569,048,567
Interest on participant loans2021-12-31$313,464
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$854,457
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$53,120,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$51,614,795
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$76,120,944
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$17,116,273
Employer contributions (assets) at end of year2021-12-31$10,551,333
Employer contributions (assets) at beginning of year2021-12-31$9,496,943
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$48,942,355
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WISS & COMPANY, LLP
Accountancy firm EIN2021-12-31221732349
2020 : ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$184,655,283
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$41,937,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$40,601,063
Expenses. Certain deemed distributions of participant loans2020-12-31$224,724
Value of total corrective distributions2020-12-31$3,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$100,716,892
Value of total assets at end of year2020-12-31$638,400,916
Value of total assets at beginning of year2020-12-31$495,683,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,108,501
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$1,228,863
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,537,040
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$11,537,040
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$68,833,665
Participant contributions at end of year2020-12-31$5,766,872
Participant contributions at beginning of year2020-12-31$5,314,272
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,999,945
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,473,739
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$952,290
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,370,827
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$305,702
Administrative expenses (other) incurred2020-12-31$1,086,770
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$142,717,293
Value of net assets at end of year (total assets less liabilities)2020-12-31$638,400,916
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$495,683,623
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$21,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$569,048,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$432,873,466
Interest on participant loans2020-12-31$299,447
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$929,416
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$51,614,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$45,621,094
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$70,866,786
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$14,512,400
Employer contributions (assets) at end of year2020-12-31$9,496,943
Employer contributions (assets) at beginning of year2020-12-31$8,922,556
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$40,601,063
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WISS & COMPANY, LLP
Accountancy firm EIN2020-12-31221732349
2019 : ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$183,068,561
Total income from all sources (including contributions)2019-12-31$183,068,561
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$36,875,925
Total of all expenses incurred2019-12-31$36,875,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$35,774,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$35,774,658
Expenses. Certain deemed distributions of participant loans2019-12-31$178,621
Expenses. Certain deemed distributions of participant loans2019-12-31$178,621
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$101,005,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$101,005,314
Value of total assets at end of year2019-12-31$495,683,623
Value of total assets at end of year2019-12-31$495,683,623
Value of total assets at beginning of year2019-12-31$349,490,987
Value of total assets at beginning of year2019-12-31$349,490,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$922,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$922,646
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$263,743
Total interest from all sources2019-12-31$263,743
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,047,782
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,047,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,047,782
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,047,782
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$62,835,876
Contributions received from participants2019-12-31$62,835,876
Participant contributions at end of year2019-12-31$5,314,272
Participant contributions at end of year2019-12-31$5,314,272
Participant contributions at beginning of year2019-12-31$4,174,734
Participant contributions at beginning of year2019-12-31$4,174,734
Participant contributions at end of year2019-12-31$1,999,945
Participant contributions at end of year2019-12-31$1,999,945
Participant contributions at beginning of year2019-12-31$1,365,535
Participant contributions at beginning of year2019-12-31$1,365,535
Assets. Other investments not covered elsewhere at end of year2019-12-31$952,290
Assets. Other investments not covered elsewhere at end of year2019-12-31$952,290
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$269,904
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$269,904
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,210,567
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,210,567
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$922,646
Administrative expenses (other) incurred2019-12-31$922,646
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$146,192,636
Value of net income/loss2019-12-31$146,192,636
Value of net assets at end of year (total assets less liabilities)2019-12-31$495,683,623
Value of net assets at end of year (total assets less liabilities)2019-12-31$495,683,623
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$349,490,987
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$349,490,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$432,873,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$432,873,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$296,807,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$296,807,454
Interest on participant loans2019-12-31$263,743
Interest on participant loans2019-12-31$263,743
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$45,621,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$45,621,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$39,404,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$39,404,439
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$67,751,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$67,751,722
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$12,958,871
Contributions received in cash from employer2019-12-31$12,958,871
Employer contributions (assets) at end of year2019-12-31$8,922,556
Employer contributions (assets) at end of year2019-12-31$8,922,556
Employer contributions (assets) at beginning of year2019-12-31$7,468,921
Employer contributions (assets) at beginning of year2019-12-31$7,468,921
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$35,774,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$35,774,658
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WISS & COMPANY, LLP
Accountancy firm name2019-12-31WISS & COMPANY, LLP
Accountancy firm EIN2019-12-31221732349
Accountancy firm EIN2019-12-31221732349
2018 : ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$51,556,080
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$33,975,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,075,704
Expenses. Certain deemed distributions of participant loans2018-12-31$226,221
Value of total corrective distributions2018-12-31$111,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$72,314,440
Value of total assets at end of year2018-12-31$349,490,987
Value of total assets at beginning of year2018-12-31$331,910,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$561,914
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$768,910
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,984,727
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$17,984,727
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$52,726,385
Participant contributions at end of year2018-12-31$4,174,734
Participant contributions at beginning of year2018-12-31$3,403,307
Participant contributions at end of year2018-12-31$1,365,535
Participant contributions at beginning of year2018-12-31$1,173,403
Assets. Other investments not covered elsewhere at end of year2018-12-31$269,904
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,871,475
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-7,320
Administrative expenses (other) incurred2018-12-31$553,695
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$17,580,329
Value of net assets at end of year (total assets less liabilities)2018-12-31$349,490,987
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$331,910,658
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$8,219
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$296,807,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$290,922,474
Interest on participant loans2018-12-31$220,950
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$547,960
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$39,404,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$31,068,051
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-39,504,677
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$10,716,580
Employer contributions (assets) at end of year2018-12-31$7,468,921
Employer contributions (assets) at beginning of year2018-12-31$5,343,423
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,075,704
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31WISS & COMPANY, LLP
Accountancy firm EIN2018-12-31221732349
2017 : ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$105,247,021
Total of all expenses incurred2017-12-31$19,329,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,877,391
Expenses. Certain deemed distributions of participant loans2017-12-31$420,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$62,612,635
Value of total assets at end of year2017-12-31$331,910,658
Value of total assets at beginning of year2017-12-31$245,992,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,302
Total interest from all sources2017-12-31$498,323
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,602,971
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$12,602,971
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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
Contributions received from participants2017-12-31$46,351,583
Participant contributions at end of year2017-12-31$3,403,307
Participant contributions at beginning of year2017-12-31$2,698,117
Participant contributions at end of year2017-12-31$1,173,403
Participant contributions at beginning of year2017-12-31$944,435
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,824,022
Administrative expenses (other) incurred2017-12-31$31,302
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$85,917,782
Value of net assets at end of year (total assets less liabilities)2017-12-31$331,910,658
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$245,992,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$290,922,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$208,467,345
Interest on participant loans2017-12-31$136,048
Interest earned on other investments2017-12-31$362,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$31,068,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$29,404,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$29,533,092
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,437,030
Employer contributions (assets) at end of year2017-12-31$5,343,423
Employer contributions (assets) at beginning of year2017-12-31$4,478,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,877,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WISS & COMPANY, LLP
Accountancy firm EIN2017-12-31221732349
2016 : ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$72,915,225
Total of all expenses incurred2016-12-31$16,186,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,074,324
Expenses. Certain deemed distributions of participant loans2016-12-31$94,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$57,532,585
Value of total assets at end of year2016-12-31$245,992,876
Value of total assets at beginning of year2016-12-31$189,264,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,752
Total interest from all sources2016-12-31$505,007
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,318,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$42,452,610
Participant contributions at end of year2016-12-31$2,698,117
Participant contributions at beginning of year2016-12-31$2,246,498
Participant contributions at end of year2016-12-31$944,435
Participant contributions at beginning of year2016-12-31$591,928
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,718,253
Administrative expenses (other) incurred2016-12-31$17,752
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$56,728,790
Value of net assets at end of year (total assets less liabilities)2016-12-31$245,992,876
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$189,264,086
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$208,467,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$157,916,101
Interest on participant loans2016-12-31$108,130
Interest earned on other investments2016-12-31$396,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$29,404,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$25,429,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,558,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,361,722
Employer contributions (assets) at end of year2016-12-31$4,478,167
Employer contributions (assets) at beginning of year2016-12-31$3,079,638
Income. Dividends from common stock2016-12-31$8,318,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,074,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31WISS & COMPANY, LLP
Accountancy firm EIN2016-12-31221732349
2015 : ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$23,085,660
Total income from all sources (including contributions)2015-12-31$49,730,478
Total of all expenses incurred2015-12-31$8,348,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,242,623
Expenses. Certain deemed distributions of participant loans2015-12-31$89,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,648,734
Value of total assets at end of year2015-12-31$189,264,086
Value of total assets at beginning of year2015-12-31$124,796,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,466
Total interest from all sources2015-12-31$355,190
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,900,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$36,886,904
Participant contributions at end of year2015-12-31$2,246,498
Participant contributions at beginning of year2015-12-31$1,312,562
Participant contributions at end of year2015-12-31$591,928
Participant contributions at beginning of year2015-12-31$1,845,134
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,665,487
Administrative expenses (other) incurred2015-12-31$16,466
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$41,381,747
Value of net assets at end of year (total assets less liabilities)2015-12-31$189,264,086
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$124,796,679
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$157,916,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$101,749,560
Interest on participant loans2015-12-31$78,121
Interest earned on other investments2015-12-31$277,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$25,429,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,227,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,173,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,096,343
Employer contributions (assets) at end of year2015-12-31$3,079,638
Employer contributions (assets) at beginning of year2015-12-31$2,661,573
Income. Dividends from common stock2015-12-31$7,900,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,242,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31WISS & COMPANY, LLP
Accountancy firm EIN2015-12-31221732349
2014 : ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$52,311,311
Total of all expenses incurred2014-12-31$4,745,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,731,870
Expenses. Certain deemed distributions of participant loans2014-12-31$10,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$46,488,358
Value of total assets at end of year2014-12-31$124,796,679
Value of total assets at beginning of year2014-12-31$77,231,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,480
Total interest from all sources2014-12-31$289,285
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,010,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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
Contributions received from participants2014-12-31$33,346,565
Participant contributions at end of year2014-12-31$1,312,562
Participant contributions at beginning of year2014-12-31$844,565
Participant contributions at end of year2014-12-31$1,845,134
Participant contributions at beginning of year2014-12-31$1,058,665
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,866,964
Administrative expenses (other) incurred2014-12-31$3,480
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$47,565,620
Value of net assets at end of year (total assets less liabilities)2014-12-31$124,796,679
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$77,231,059
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$101,749,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$63,175,130
Interest on participant loans2014-12-31$40,856
Interest earned on other investments2014-12-31$248,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,227,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,152,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,523,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,274,829
Employer contributions (assets) at end of year2014-12-31$2,661,573
Income. Dividends from common stock2014-12-31$4,010,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,731,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31WISS & COMPANY, LLP
Accountancy firm EIN2014-12-31221732349

Form 5500 Responses for ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN

2022: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS 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: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS 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: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS 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: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final 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: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95895-01
Policy instance 1
Insurance contract or identification number95895-01
Number of Individuals Covered1387
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?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95895-01
Policy instance 1
Insurance contract or identification number95895-01
Number of Individuals Covered1387
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?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95895-01
Policy instance 1
Insurance contract or identification number95895-01
Number of Individuals Covered1460
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95895-01
Policy instance 1
Insurance contract or identification number95895-01
Number of Individuals Covered1525
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95895-01
Policy instance 1
Insurance contract or identification number95895-01
Number of Individuals Covered1646
Insurance policy start date2018-06-01
Insurance policy end date2018-12-31
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?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1014200-05
Policy instance 1
Insurance contract or identification number1014200-05
Number of Individuals Covered1604
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,052
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,318
Insurance broker organization code?3
Insurance broker nameMML INVESTORS SERVICES
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1014200-05
Policy instance 1
Insurance contract or identification number1014200-05
Number of Individuals Covered1765
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $30,025
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,025
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1014200-05
Policy instance 1
Insurance contract or identification number1014200-05
Number of Individuals Covered1781
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $27,878
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,878
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC

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