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SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 401k Plan overview

Plan NameSIBLEY MEMORIAL HOSPITAL 403(B) PLAN
Plan identification number 003

SIBLEY MEMORIAL HOSPITAL 403(B) PLAN Benefits

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

401k Sponsoring company profile

SIBLEY MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:SIBLEY MEMORIAL HOSPITAL
Employer identification number (EIN):530196602
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIBLEY MEMORIAL HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01QUEENIE C. PLATER QUEENIE C. PLATER2018-10-09
0032016-01-01QUEENIE PLATER RICHARD O. DAVIS2017-10-13
0032015-01-01QUEENIE C. PLATER RICHARD O. DAVIS2016-10-13
0032014-01-01QUEENIE PLATER RICHARD O DAVIS2015-10-13
0032013-01-01QUEENIE C. PLATER RICHARD O. DAVIS2014-08-13
0032012-01-01QUEENIE PLATER RICHARD O. DAVIS2013-10-15
0032011-01-01QUEENIE PLATER RICHARD DAVIS2012-10-15
0032010-01-01QUEENIE C. PLATER ROBERT L. SLOAN2011-10-17
0032009-01-01QUEENIE PLATER ROBERT L SLOAN2010-10-15
0032009-01-01QUEENIE PLATER ROBERT L SLOAN2010-10-14
0032009-01-01QUEENIE PLATER ROBERT LEE SLOAN2011-07-25

Plan Statistics for SIBLEY MEMORIAL HOSPITAL 403(B) PLAN

401k plan membership statisitcs for SIBLEY MEMORIAL HOSPITAL 403(B) PLAN

Measure Date Value
2022: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,408
Total number of active participants reported on line 7a of the Form 55002022-01-012,360
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-012,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,415
Number of participants with account balances2022-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,526
Total number of active participants reported on line 7a of the Form 55002021-01-012,345
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-012,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,398
Number of participants with account balances2021-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,555
Total number of active participants reported on line 7a of the Form 55002020-01-012,466
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-012,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012,515
Number of participants with account balances2020-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,445
Total number of active participants reported on line 7a of the Form 55002019-01-012,498
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-012,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,543
Number of participants with account balances2019-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,295
Total number of active participants reported on line 7a of the Form 55002018-01-012,380
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-012,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,445
Number of participants with account balances2018-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,277
Total number of active participants reported on line 7a of the Form 55002017-01-012,219
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-012,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-012,294
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,222
Total number of active participants reported on line 7a of the Form 55002016-01-012,219
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-012,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-012,277
Number of participants with account balances2016-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,311
Total number of active participants reported on line 7a of the Form 55002015-01-012,169
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-012,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-012,222
Number of participants with account balances2015-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,435
Total number of active participants reported on line 7a of the Form 55002014-01-011,274
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-011,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,310
Number of participants with account balances2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,379
Total number of active participants reported on line 7a of the Form 55002013-01-011,373
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-011,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,435
Number of participants with account balances2013-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,555
Total number of active participants reported on line 7a of the Form 55002012-01-011,322
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,379
Number of participants with account balances2012-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,792
Total number of active participants reported on line 7a of the Form 55002011-01-011,504
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-011,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,555
Number of participants with account balances2011-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,841
Total number of active participants reported on line 7a of the Form 55002010-01-011,756
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-011,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,792
Number of participants with account balances2010-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,836
Total number of active participants reported on line 7a of the Form 55002009-01-011,801
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-011,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,835
Number of participants with account balances2009-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SIBLEY MEMORIAL HOSPITAL 403(B) PLAN

Measure Date Value
2022 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,181,287
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$381,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$353,313
Expenses. Certain deemed distributions of participant loans2022-12-31$1,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$670,086
Value of total assets at end of year2022-12-31$9,093,822
Value of total assets at beginning of year2022-12-31$10,656,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,013
Total interest from all sources2022-12-31$3,016
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$143,354
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$143,354
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$12,000,000
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$648,868
Participant contributions at end of year2022-12-31$102,291
Participant contributions at beginning of year2022-12-31$79,667
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,218
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$678
Other income not declared elsewhere2022-12-31$8,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,562,474
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,093,822
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,656,296
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,991,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,576,629
Interest on participant loans2022-12-31$3,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,006,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$352,635
Contract administrator fees2022-12-31$26,013
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SB &COMPANY, LLC
Accountancy firm EIN2022-12-31202153727
2021 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,766,428
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$520,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$481,762
Value of total corrective distributions2021-12-31$8,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$560,402
Value of total assets at end of year2021-12-31$10,656,296
Value of total assets at beginning of year2021-12-31$9,410,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,170
Total interest from all sources2021-12-31$4,581
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$104,580
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$104,580
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$12,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$551,842
Participant contributions at end of year2021-12-31$79,667
Participant contributions at beginning of year2021-12-31$93,064
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,560
Other income not declared elsewhere2021-12-31$9,163
Administrative expenses (other) incurred2021-12-31$8,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,245,685
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,656,296
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,410,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,576,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,317,547
Interest on participant loans2021-12-31$4,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,087,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$481,762
Contract administrator fees2021-12-31$21,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SB COMPANY , LLC
Accountancy firm EIN2021-12-31202153727
2020 : SIBLEY MEMORIAL HOSPITAL 403(B) 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$1,768,662
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$874,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$852,271
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$483,018
Value of total assets at end of year2020-12-31$9,410,611
Value of total assets at beginning of year2020-12-31$8,516,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,710
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$3,983
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$110,675
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$110,675
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$483,049
Participant contributions at end of year2020-12-31$93,064
Participant contributions at beginning of year2020-12-31$101,951
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$7
Administrative expenses (other) incurred2020-12-31$22,710
Liabilities. Value of operating payables 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$893,681
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,410,611
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,516,930
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,317,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,414,979
Interest on participant loans2020-12-31$3,983
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,170,979
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$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$-31
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
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$852,271
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable 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 beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SB&COMPANY
Accountancy firm EIN2020-12-31202153727
2019 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,064,474
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,107,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,083,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$529,781
Value of total assets at end of year2019-12-31$8,516,930
Value of total assets at beginning of year2019-12-31$7,559,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,467
Total interest from all sources2019-12-31$6,125
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$154,926
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$154,926
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$468,693
Participant contributions at end of year2019-12-31$101,951
Participant contributions at beginning of year2019-12-31$120,902
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$61,088
Other income not declared elsewhere2019-12-31$17
Administrative expenses (other) incurred2019-12-31$23,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$957,161
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,516,930
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,559,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,414,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,438,867
Income. Interest from loans (other than to participants)2019-12-31$6,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,373,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,083,846
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31S&B COMPANY
Accountancy firm EIN2019-12-31202153727
2018 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$189,024
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,515,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,491,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$476,820
Value of total assets at end of year2018-12-31$7,559,769
Value of total assets at beginning of year2018-12-31$8,886,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,051
Total interest from all sources2018-12-31$5,628
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$131,850
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$131,850
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$445,534
Participant contributions at end of year2018-12-31$120,902
Participant contributions at beginning of year2018-12-31$129,130
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,286
Other income not declared elsewhere2018-12-31$457
Administrative expenses (other) incurred2018-12-31$24,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,326,384
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,559,769
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,886,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,438,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,757,023
Income. Interest from loans (other than to participants)2018-12-31$5,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-425,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,491,357
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SB & COMPANY
Accountancy firm EIN2018-12-31202153727
2017 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,843,299
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,931,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,906,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$417,938
Value of total assets at end of year2017-12-31$8,886,153
Value of total assets at beginning of year2017-12-31$8,974,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,877
Total interest from all sources2017-12-31$5,722
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$126,251
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$126,251
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$404,966
Participant contributions at end of year2017-12-31$129,130
Participant contributions at beginning of year2017-12-31$128,861
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,972
Other income not declared elsewhere2017-12-31$-127
Administrative expenses (other) incurred2017-12-31$24,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-88,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,886,153
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,974,193
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$8,757,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,845,332
Interest on participant loans2017-12-31$5,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,293,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,906,462
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SB & COMPANY
Accountancy firm EIN2017-12-31202153727
2016 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,043,797
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$420,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$398,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$534,062
Value of total assets at end of year2016-12-31$8,974,193
Value of total assets at beginning of year2016-12-31$8,350,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,820
Total interest from all sources2016-12-31$4,542
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$119,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$119,905
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$386,904
Participant contributions at end of year2016-12-31$128,861
Participant contributions at beginning of year2016-12-31$99,763
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$147,158
Other income not declared elsewhere2016-12-31$-10
Administrative expenses (other) incurred2016-12-31$21,820
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$623,371
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,974,193
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,350,822
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$8,845,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,251,059
Interest on participant loans2016-12-31$4,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$385,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$398,606
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SB & COMPANY
Accountancy firm EIN2016-12-31202153727
2015 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$192
Total income from all sources (including contributions)2015-12-31$451,402
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,225,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,203,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$360,742
Value of total assets at end of year2015-12-31$8,350,822
Value of total assets at beginning of year2015-12-31$9,125,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,614
Total interest from all sources2015-12-31$6,177
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$106,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$106,739
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$12,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$360,742
Participant contributions at end of year2015-12-31$99,763
Participant contributions at beginning of year2015-12-31$140,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$192
Other income not declared elsewhere2015-12-31$38
Administrative expenses (other) incurred2015-12-31$22,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-774,269
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,350,822
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,125,091
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$8,251,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,984,380
Interest on participant loans2015-12-31$6,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,203,057
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SB & COMPANY
Accountancy firm EIN2015-12-31202153737
2014 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$816,076
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$597,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$574,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$345,925
Value of total assets at end of year2014-12-31$9,125,283
Value of total assets at beginning of year2014-12-31$8,906,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,935
Total interest from all sources2014-12-31$6,934
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$355,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$355,486
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$345,715
Participant contributions at end of year2014-12-31$140,903
Participant contributions at beginning of year2014-12-31$158,391
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$191
Other income not declared elsewhere2014-12-31$329
Administrative expenses (other) incurred2014-12-31$22,935
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$218,822
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,125,092
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,906,270
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$8,984,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,747,879
Interest on participant loans2014-12-31$6,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$107,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$574,319
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SB & COMPANY
Accountancy firm EIN2014-12-31202153727
2013 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,594,231
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$419,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$398,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$378,954
Value of total assets at end of year2013-12-31$8,906,270
Value of total assets at beginning of year2013-12-31$7,731,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,122
Total interest from all sources2013-12-31$5,444
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$254,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$254,573
Administrative expenses professional fees incurred2013-12-31$21,122
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$378,832
Participant contributions at end of year2013-12-31$158,391
Participant contributions at beginning of year2013-12-31$133,802
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$122
Other income not declared elsewhere2013-12-31$-5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,174,305
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,906,270
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,731,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,747,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,598,163
Interest on participant loans2013-12-31$5,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$955,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$398,804
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SB & COMPANY, LLC
Accountancy firm EIN2013-12-31202173727
2012 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,102,298
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$414,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$395,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$352,199
Value of total assets at end of year2012-12-31$7,731,965
Value of total assets at beginning of year2012-12-31$7,044,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,100
Total interest from all sources2012-12-31$4,768
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$232,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$232,669
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$350,903
Participant contributions at end of year2012-12-31$133,802
Participant contributions at beginning of year2012-12-31$116,291
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,296
Administrative expenses (other) incurred2012-12-31$19,100
Total non interest bearing cash at beginning of year2012-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$687,649
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,731,965
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,044,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,598,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,927,995
Interest on participant loans2012-12-31$4,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$512,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$395,549
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SB & COMPANY, LLC
Accountancy firm EIN2012-12-31202173727
2011 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$267,310
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$394,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$376,724
Value of total corrective distributions2011-12-31$52
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$308,259
Value of total assets at end of year2011-12-31$7,044,316
Value of total assets at beginning of year2011-12-31$7,171,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,103
Total interest from all sources2011-12-31$5,318
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$95,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$95,115
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$308,259
Participant contributions at end of year2011-12-31$116,291
Participant contributions at beginning of year2011-12-31$118,805
Other income not declared elsewhere2011-12-31$12,254
Administrative expenses (other) incurred2011-12-31$18,103
Total non interest bearing cash at end of year2011-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-127,569
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,044,316
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,171,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,927,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,313,659
Interest on participant loans2011-12-31$5,318
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$2,739,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-191,266
Net investment gain or loss from common/collective trusts2011-12-31$37,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$376,724
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SB & COMPANY, LLC
Accountancy firm EIN2011-12-31202173727
2010 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$984,672
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$762,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$730,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$306,916
Value of total assets at end of year2010-12-31$7,171,885
Value of total assets at beginning of year2010-12-31$6,950,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,709
Total interest from all sources2010-12-31$3,559
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$62,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$62,186
Administrative expenses professional fees incurred2010-12-31$32,468
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$306,916
Participant contributions at end of year2010-12-31$118,805
Participant contributions at beginning of year2010-12-31$48,471
Other income not declared elsewhere2010-12-31$3,286
Administrative expenses (other) incurred2010-12-31$241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$221,832
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,171,885
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,950,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,313,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,011,072
Interest on participant loans2010-12-31$3,559
Value of interest in common/collective trusts at end of year2010-12-31$2,739,421
Value of interest in common/collective trusts at beginning of year2010-12-31$2,890,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$496,704
Net investment gain or loss from common/collective trusts2010-12-31$112,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$730,131
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SB & COMPANY, LLC
Accountancy firm EIN2010-12-31202173727
2009 : SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SIBLEY MEMORIAL HOSPITAL 403(B) PLAN

2022: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SIBLEY MEMORIAL HOSPITAL 403(B) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SIBLEY MEMORIAL HOSPITAL 403(B) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SIBLEY MEMORIAL HOSPITAL 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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