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SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan NameSOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES
Plan identification number 004

SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SOUTH PENINSULA HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:SOUTH PENINSULA HOSPITAL
Employer identification number (EIN):920037099
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01ANGELA HINNEGAN
0042017-01-01ANGELA HINNEGAN
0042016-01-01HOLLY TORRES2017-10-16
0042015-03-01TAMMY ACKERMAN2016-10-17

Plan Statistics for SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES

Measure Date Value
2022: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01337
Total number of active participants reported on line 7a of the Form 55002022-01-01295
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01362
Number of participants with account balances2022-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01300
Total number of active participants reported on line 7a of the Form 55002021-01-01276
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01331
Number of participants with account balances2021-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01242
Total number of active participants reported on line 7a of the Form 55002020-01-01232
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01300
Number of participants with account balances2020-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01208
Total number of active participants reported on line 7a of the Form 55002019-01-01192
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01242
Number of participants with account balances2019-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01187
Total number of active participants reported on line 7a of the Form 55002018-01-01176
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01208
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01187
Number of participants with account balances2017-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120

Financial Data on SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES

Measure Date Value
2022 : SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$511,301
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,113,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,088,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,326,626
Value of total assets at end of year2022-12-31$4,772,872
Value of total assets at beginning of year2022-12-31$5,374,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,976
Total interest from all sources2022-12-31$1,068
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$156,661
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$156,661
Administrative expenses professional fees incurred2022-12-31$2,248
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$552,118
Participant contributions at end of year2022-12-31$15,775
Participant contributions at beginning of year2022-12-31$16,272
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-601,738
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,772,872
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,374,610
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$4,126,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,837,889
Interest on participant loans2022-12-31$1,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$44,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$88,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$88,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-973,054
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$746,763
Employer contributions (assets) at end of year2022-12-31$586,058
Employer contributions (assets) at beginning of year2022-12-31$431,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,088,063
Contract administrator fees2022-12-31$22,728
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 name2022-12-31PKF MUELLER
Accountancy firm EIN2022-12-31362658780
2021 : SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,306
Total income from all sources (including contributions)2021-12-31$1,569,471
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$240,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$226,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,082,470
Value of total assets at end of year2021-12-31$5,374,610
Value of total assets at beginning of year2021-12-31$4,050,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,727
Total interest from all sources2021-12-31$441
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$112,068
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$112,068
Administrative expenses professional fees incurred2021-12-31$1,253
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 period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$431,680
Participant contributions at end of year2021-12-31$16,272
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$80,346
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$5,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,329,234
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,374,610
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,045,376
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$4,837,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,628,858
Interest on participant loans2021-12-31$441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$88,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$374,492
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$570,444
Employer contributions (assets) at end of year2021-12-31$431,606
Employer contributions (assets) at beginning of year2021-12-31$421,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$226,510
Contract administrator fees2021-12-31$12,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,397,129
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$169,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$160,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$896,249
Value of total assets at end of year2020-12-31$4,050,682
Value of total assets at beginning of year2020-12-31$2,817,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,292
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$106,846
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$106,846
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$285,579
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$95,826
Other income not declared elsewhere2020-12-31$-750
Administrative expenses (other) incurred2020-12-31$260
Liabilities. Value of operating payables at end of year2020-12-31$5,306
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,227,686
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,045,376
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,817,690
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
Investment advisory and management fees2020-12-31$9,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,628,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,472,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$394,784
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$514,844
Employer contributions (assets) at end of year2020-12-31$421,824
Employer contributions (assets) at beginning of year2020-12-31$345,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$160,151
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 name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,053,805
Total income from all sources (including contributions)2019-12-31$1,053,805
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$121,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$114,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$114,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$689,875
Value of total assets at end of year2019-12-31$2,817,690
Value of total assets at end of year2019-12-31$2,817,690
Value of total assets at beginning of year2019-12-31$1,885,178
Value of total assets at beginning of year2019-12-31$1,885,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,553
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,540
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,540
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$87,540
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$87,540
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$255,602
Contributions received from participants2019-12-31$255,602
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,135
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,135
Other income not declared elsewhere2019-12-31$6,313
Other income not declared elsewhere2019-12-31$6,313
Administrative expenses (other) incurred2019-12-31$200
Administrative expenses (other) incurred2019-12-31$200
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$932,512
Value of net income/loss2019-12-31$932,512
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,817,690
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,817,690
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,885,178
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,885,178
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
Investment advisory and management fees2019-12-31$6,353
Investment advisory and management fees2019-12-31$6,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,472,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,472,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,604,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,604,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$270,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$270,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$424,138
Contributions received in cash from employer2019-12-31$424,138
Employer contributions (assets) at end of year2019-12-31$345,561
Employer contributions (assets) at end of year2019-12-31$345,561
Employer contributions (assets) at beginning of year2019-12-31$280,452
Employer contributions (assets) at beginning of year2019-12-31$280,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$114,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$114,740
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 name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$581,879
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$503,837
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$100,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$100,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$563,471
Value of total assets at end of year2018-12-31$1,885,178
Value of total assets at beginning of year2018-12-31$899,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$61,789
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$61,789
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$217,455
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$38,864
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$403,682
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,885,178
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$899,617
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$1,604,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$679,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-160,287
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$346,016
Employer contributions (assets) at end of year2018-12-31$280,452
Employer contributions (assets) at beginning of year2018-12-31$219,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$100,155
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$583,653
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$59,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$59,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$490,228
Value of total assets at end of year2017-12-31$899,617
Value of total assets at beginning of year2017-12-31$375,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,193
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$15,193
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$187,915
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,147
Other income not declared elsewhere2017-12-31$14,588
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$524,127
Value of net assets at end of year (total assets less liabilities)2017-12-31$899,617
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$375,490
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$679,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$235,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$63,644
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$278,166
Employer contributions (assets) at end of year2017-12-31$219,725
Employer contributions (assets) at beginning of year2017-12-31$140,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$59,526
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590

Form 5500 Responses for SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES

2022: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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