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HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN
Plan identification number 001

HOLY CROSS HOSPITAL 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

TAOS HEALTH SYSTEMS INCORPORATED DBA HOLY CROSS HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:TAOS HEALTH SYSTEMS INCORPORATED DBA HOLY CROSS HOSPITAL
Employer identification number (EIN):850289839
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RONNYE ETCITTY
0012016-01-01JUDITH MARSHALL JUDITH MARSHALL2017-10-13
0012015-01-01BRIAN CHEW BRIAN CHEW2016-10-12
0012014-01-01BRIAN CHEW
0012013-01-01LISA CLARK LISA CLARK2014-10-13
0012012-01-01LISA CLARK
0012011-01-01LISA CLARK
0012009-01-01LISA CLARK

Plan Statistics for HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN

Measure Date Value
2022: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01854
Total number of active participants reported on line 7a of the Form 55002022-01-01468
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-01380
Total of all active and inactive participants2022-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01867
Number of participants with account balances2022-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01842
Total number of active participants reported on line 7a of the Form 55002021-01-01465
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01377
Total of all active and inactive participants2021-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01854
Number of participants with account balances2021-01-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01724
Total number of active participants reported on line 7a of the Form 55002020-01-01458
Number of retired or separated participants receiving benefits2020-01-0136
Number of other retired or separated participants entitled to future benefits2020-01-01347
Total of all active and inactive participants2020-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01842
Number of participants with account balances2020-01-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0156
2019: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01676
Total number of active participants reported on line 7a of the Form 55002019-01-01412
Number of other retired or separated participants entitled to future benefits2019-01-01312
Total of all active and inactive participants2019-01-01724
Total participants2019-01-01724
Number of participants with account balances2019-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0168
2018: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01664
Total number of active participants reported on line 7a of the Form 55002018-01-01448
Number of other retired or separated participants entitled to future benefits2018-01-01252
Total of all active and inactive participants2018-01-01700
Total participants2018-01-01700
Number of participants with account balances2018-01-01674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0163
2017: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01607
Total number of active participants reported on line 7a of the Form 55002017-01-01445
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01229
Total of all active and inactive participants2017-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01674
Number of participants with account balances2017-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0195
2016: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01626
Total number of active participants reported on line 7a of the Form 55002016-01-01477
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01140
Total of all active and inactive participants2016-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01617
Number of participants with account balances2016-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0129
2015: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01602
Total number of active participants reported on line 7a of the Form 55002015-01-01483
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01151
Total of all active and inactive participants2015-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01634
Number of participants with account balances2015-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01582
Total number of active participants reported on line 7a of the Form 55002014-01-01503
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01121
Total of all active and inactive participants2014-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01624
Number of participants with account balances2014-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01566
Total number of active participants reported on line 7a of the Form 55002013-01-01457
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0199
Total of all active and inactive participants2013-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01556
Number of participants with account balances2013-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01619
Total number of active participants reported on line 7a of the Form 55002012-01-01574
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01624
Number of participants with account balances2012-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01517
Total number of active participants reported on line 7a of the Form 55002011-01-01438
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01467
Number of participants with account balances2011-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01549
Total number of active participants reported on line 7a of the Form 55002009-01-01328
Number of retired or separated participants receiving benefits2009-01-0123
Number of other retired or separated participants entitled to future benefits2009-01-0183
Total of all active and inactive participants2009-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01434
Number of participants with account balances2009-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0179

Financial Data on HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,186,599
Total of all expenses incurred2022-12-31$1,373,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,250,269
Value of total corrective distributions2022-12-31$295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,832,086
Value of total assets at end of year2022-12-31$22,330,121
Value of total assets at beginning of year2022-12-31$24,889,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$122,496
Total interest from all sources2022-12-31$52,341
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$808,246
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$808,246
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,320,017
Participant contributions at end of year2022-12-31$247,760
Participant contributions at beginning of year2022-12-31$301,021
Participant contributions at end of year2022-12-31$47,457
Participant contributions at beginning of year2022-12-31$37,180
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,559,659
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,330,121
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,889,780
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$19,123,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,574,652
Interest on participant loans2022-12-31$13,117
Interest earned on other investments2022-12-31$39,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,894,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,960,596
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$91,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,879,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$509,392
Employer contributions (assets) at end of year2022-12-31$17,093
Employer contributions (assets) at beginning of year2022-12-31$16,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,158,856
Contract administrator fees2022-12-31$122,496
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,445,010
Total of all expenses incurred2021-12-31$1,008,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$860,711
Expenses. Certain deemed distributions of participant loans2021-12-31$46
Value of total corrective distributions2021-12-31$1
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,915,898
Value of total assets at end of year2021-12-31$24,889,780
Value of total assets at beginning of year2021-12-31$21,453,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$147,639
Total interest from all sources2021-12-31$63,248
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,287,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,287,622
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,374,608
Participant contributions at end of year2021-12-31$301,021
Participant contributions at beginning of year2021-12-31$360,749
Participant contributions at end of year2021-12-31$37,180
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,049
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$3,436,613
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,889,780
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,453,167
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$21,574,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,098,847
Interest on participant loans2021-12-31$16,147
Interest earned on other investments2021-12-31$47,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,960,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,993,571
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$227,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,178,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$530,241
Employer contributions (assets) at end of year2021-12-31$16,331
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$632,794
Contract administrator fees2021-12-31$147,639
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 name2021-12-31MOSS ADAMS LLC
Accountancy firm EIN2021-12-31910189318
2020 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,366,392
Total of all expenses incurred2020-12-31$1,507,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,345,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,647,542
Value of total assets at end of year2020-12-31$21,453,167
Value of total assets at beginning of year2020-12-31$19,594,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$161,644
Total interest from all sources2020-12-31$79,521
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$637,206
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$637,206
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,255,136
Participant contributions at end of year2020-12-31$360,749
Participant contributions at beginning of year2020-12-31$397,802
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,858,832
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,453,167
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,594,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,098,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,305,169
Interest on participant loans2020-12-31$20,185
Interest earned on other investments2020-12-31$59,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,993,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,891,364
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$549,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,002,123
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$376,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$796,304
Contract administrator fees2020-12-31$161,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLC
Accountancy firm EIN2020-12-31910189318
2019 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,543,032
Total income from all sources (including contributions)2019-12-31$4,543,032
Total of all expenses incurred2019-12-31$1,347,409
Total of all expenses incurred2019-12-31$1,347,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,193,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,193,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,613,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,613,002
Value of total assets at end of year2019-12-31$19,594,335
Value of total assets at end of year2019-12-31$19,594,335
Value of total assets at beginning of year2019-12-31$16,398,712
Value of total assets at beginning of year2019-12-31$16,398,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$153,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$153,678
Total interest from all sources2019-12-31$79,811
Total interest from all sources2019-12-31$79,811
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$614,756
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$614,756
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$614,756
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$614,756
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
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$1,161,913
Contributions received from participants2019-12-31$1,161,913
Participant contributions at end of year2019-12-31$397,802
Participant contributions at end of year2019-12-31$397,802
Participant contributions at beginning of year2019-12-31$394,832
Participant contributions at beginning of year2019-12-31$394,832
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$93,784
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$93,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,195,623
Value of net income/loss2019-12-31$3,195,623
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,594,335
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,594,335
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,398,712
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,398,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,305,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,305,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,081,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,081,000
Interest on participant loans2019-12-31$20,159
Interest on participant loans2019-12-31$20,159
Interest earned on other investments2019-12-31$59,652
Interest earned on other investments2019-12-31$59,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,891,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,891,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,922,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,922,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,235,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,235,463
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
Contributions received in cash from employer2019-12-31$357,305
Contributions received in cash from employer2019-12-31$357,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,193,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,193,731
Contract administrator fees2019-12-31$153,678
Contract administrator fees2019-12-31$153,678
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLC
Accountancy firm name2019-12-31MOSS ADAMS LLC
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$771,415
Total of all expenses incurred2018-12-31$2,454,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,285,491
Expenses. Certain deemed distributions of participant loans2018-12-31$18,327
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,501,407
Value of total assets at end of year2018-12-31$16,398,712
Value of total assets at beginning of year2018-12-31$18,081,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$150,299
Total interest from all sources2018-12-31$84,137
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$731,078
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$731,078
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,090,880
Participant contributions at end of year2018-12-31$394,832
Participant contributions at beginning of year2018-12-31$418,688
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$56,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,682,702
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,398,712
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,081,414
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$13,081,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,328,738
Interest on participant loans2018-12-31$19,957
Interest earned on other investments2018-12-31$64,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,922,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,333,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,545,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$354,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,285,491
Contract administrator fees2018-12-31$150,299
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 name2018-12-31MOSS ADAMS LLC
Accountancy firm EIN2018-12-31910189318
2017 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,534,247
Total of all expenses incurred2017-12-31$1,772,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,637,151
Expenses. Certain deemed distributions of participant loans2017-12-31$7,942
Value of total corrective distributions2017-12-31$15,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,320,600
Value of total assets at end of year2017-12-31$18,081,414
Value of total assets at beginning of year2017-12-31$16,319,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$112,138
Total interest from all sources2017-12-31$84,982
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$515,714
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$515,714
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,036,362
Participant contributions at beginning of year2017-12-31$44,425
Assets. Loans (other than to participants) at end of year2017-12-31$418,688
Assets. Loans (other than to participants) at beginning of year2017-12-31$430,158
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,761,962
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,081,414
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,319,452
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$14,328,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,241,148
Interest on participant loans2017-12-31$17,572
Interest earned on other investments2017-12-31$67,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,333,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,560,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,612,951
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$284,238
Employer contributions (assets) at beginning of year2017-12-31$42,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,637,151
Contract administrator fees2017-12-31$112,138
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS 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$2,937,535
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,813,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,686,100
Expenses. Certain deemed distributions of participant loans2016-12-31$8,359
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,900,438
Value of total assets at end of year2016-12-31$16,319,452
Value of total assets at beginning of year2016-12-31$15,194,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$118,571
Total interest from all sources2016-12-31$90,802
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$339,493
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$339,493
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$1,088,441
Participant contributions at end of year2016-12-31$44,425
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$470,801
Assets. Loans (other than to participants) at end of year2016-12-31$430,158
Assets. Loans (other than to participants) at beginning of year2016-12-31$535,072
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$1,124,505
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,319,452
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,194,947
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$12,241,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,939,388
Interest on participant loans2016-12-31$20,050
Interest earned on other investments2016-12-31$70,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,560,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,720,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$606,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$341,196
Employer contributions (assets) at end of year2016-12-31$42,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,686,100
Contract administrator fees2016-12-31$118,571
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,346,709
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,281,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,155,156
Expenses. Certain deemed distributions of participant loans2015-12-31$11,095
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,329,864
Value of total assets at end of year2015-12-31$15,194,947
Value of total assets at beginning of year2015-12-31$16,129,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$115,467
Total interest from all sources2015-12-31$99,220
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$472,631
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$472,631
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$1,016,027
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,370
Assets. Loans (other than to participants) at end of year2015-12-31$535,072
Assets. Loans (other than to participants) at beginning of year2015-12-31$519,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-935,009
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,194,947
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,129,956
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$10,939,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,953,687
Interest on participant loans2015-12-31$21,292
Interest earned on other investments2015-12-31$77,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,720,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,656,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-555,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$277,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,155,156
Contract administrator fees2015-12-31$115,467
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 name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,057,511
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,946,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,835,616
Value of total corrective distributions2014-12-31$185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,318,776
Value of total assets at end of year2014-12-31$16,129,956
Value of total assets at beginning of year2014-12-31$16,019,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$110,757
Total interest from all sources2014-12-31$102,795
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$499,488
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$499,488
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,069,053
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$47,041
Assets. Loans (other than to participants) at end of year2014-12-31$519,743
Assets. Loans (other than to participants) at beginning of year2014-12-31$481,132
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$110,953
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,129,956
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,019,003
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$11,953,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,689,251
Interest on participant loans2014-12-31$20,586
Interest earned on other investments2014-12-31$82,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,656,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,848,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$136,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$202,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,835,616
Contract administrator fees2014-12-31$110,757
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 name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS 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$4,250,656
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,503,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,413,153
Expenses. Certain deemed distributions of participant loans2013-12-31$9,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,949,171
Value of total assets at end of year2013-12-31$16,019,003
Value of total assets at beginning of year2013-12-31$13,272,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$81,307
Total interest from all sources2013-12-31$100,461
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$307,384
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$307,384
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,147,218
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$467,579
Assets. Loans (other than to participants) at end of year2013-12-31$481,132
Assets. Loans (other than to participants) at beginning of year2013-12-31$272,620
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$2,746,981
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,019,003
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,272,022
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$11,689,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,396,412
Interest on participant loans2013-12-31$16,623
Interest earned on other investments2013-12-31$83,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,848,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,602,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,893,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$334,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,413,153
Contract administrator fees2013-12-31$81,307
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS 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$3,456,985
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,069,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$998,706
Expenses. Certain deemed distributions of participant loans2012-12-31$1,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,078,245
Value of total assets at end of year2012-12-31$13,272,022
Value of total assets at beginning of year2012-12-31$10,884,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$69,195
Total interest from all sources2012-12-31$88,229
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$269,136
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$269,136
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,148,781
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$517,661
Assets. Loans (other than to participants) at end of year2012-12-31$272,620
Assets. Loans (other than to participants) at beginning of year2012-12-31$134,130
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$2,387,901
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,272,022
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,884,121
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$9,396,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,960,438
Interest on participant loans2012-12-31$8,134
Interest earned on other investments2012-12-31$80,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,602,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,789,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,021,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$411,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$998,706
Contract administrator fees2012-12-31$69,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS 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$1,122,005
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$706,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$673,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,419,923
Value of total assets at end of year2011-12-31$10,884,121
Value of total assets at beginning of year2011-12-31$10,468,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,871
Total interest from all sources2011-12-31$72,341
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$192,751
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$192,751
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,179,409
Assets. Loans (other than to participants) at end of year2011-12-31$134,130
Assets. Loans (other than to participants) at beginning of year2011-12-31$135,150
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$415,933
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,884,121
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,468,188
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$7,960,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,150,760
Interest on participant loans2011-12-31$6,545
Interest earned on other investments2011-12-31$65,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,789,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,182,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-563,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$240,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$673,201
Contract administrator fees2011-12-31$32,871
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MOSS ADAMS, LLP
Accountancy firm EIN2011-12-31910189318
2010 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,299,122
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$798,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$764,446
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$2,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,352,145
Value of total assets at end of year2010-12-31$10,468,188
Value of total assets at beginning of year2010-12-31$8,967,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,131
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$73,260
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$135,066
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$135,066
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$1,102,262
Participant contributions at end of year2010-12-31$135,150
Participant contributions at beginning of year2010-12-31$82,283
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$188,912
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,501,051
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,468,188
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,967,137
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,150,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,964,824
Interest on participant loans2010-12-31$5,241
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$68,019
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,182,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,920,030
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$738,651
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$60,971
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$764,446
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$31,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31MOSS ADAMES, LLP
Accountancy firm EIN2010-12-31910189318
2009 : HOLY CROSS HOSPITAL RETIREMENT SAVINGS 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 HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered868
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered832
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered781
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered720
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered674
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered643
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered556
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered383
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered384
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered400
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95815-001
Policy instance 2
Insurance contract or identification number95815-001
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70415
Policy instance 1
Insurance contract or identification number70415
Number of Individuals Covered376
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95815-001
Policy instance 2
Insurance contract or identification number95815-001
Number of Individuals Covered55
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $26,410
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95815-01
Policy instance 1
Insurance contract or identification number95815-01
Number of Individuals Covered380
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $30,341
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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