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SOUTH SHORE HOSPITAL, INC. PENSION PLAN 401k Plan overview

Plan NameSOUTH SHORE HOSPITAL, INC. PENSION PLAN
Plan identification number 001

SOUTH SHORE HOSPITAL, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SOUTH SHORE HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH SHORE HOSPITAL, INC.
Employer identification number (EIN):042769210
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SOUTH SHORE HOSPITAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1963-05-24
Company Identification Number: 270277

More information about SOUTH SHORE HOSPITAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH SHORE HOSPITAL, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KIM HAYWARD2023-10-12
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WAYNE STOCKBRIDGE
0012016-01-01WAYNE STOCKBRIDGE
0012015-01-01WAYNE STOCKBRIDGE
0012014-01-01ROBERT WHEELER
0012013-01-01ROBERT WHEELER ROBERT WHEELER2014-10-03
0012012-01-01ROBERT WHEELER ROBERT WHEELER2013-07-30
0012011-01-01ROBERT WHEELER ROBERT WHEELER2012-10-15
0012009-01-01ROBERT WHEELER ROBERT WHEELER2010-09-30

Plan Statistics for SOUTH SHORE HOSPITAL, INC. PENSION PLAN

401k plan membership statisitcs for SOUTH SHORE HOSPITAL, INC. PENSION PLAN

Measure Date Value
2022: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,512
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31181,488,950
Acturial value of plan assets2021-12-31163,340,055
Funding target for retired participants and beneficiaries receiving payment2021-12-3175,064,005
Number of terminated vested participants2021-12-31279
Fundng target for terminated vested participants2021-12-3112,951,268
Active participant vested funding target2021-12-3125,438,688
Number of active participants2021-12-31662
Total funding liabilities for active participants2021-12-3125,438,688
Total participant count2021-12-311,529
Total funding target for all participants2021-12-31113,453,961
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3155,190,141
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-314,951,970
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3150,238,171
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3159,311,185
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31310,000
Net shortfall amortization installment of oustanding balance2021-12-319,425,091
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31895,873
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,237,993
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,526
Total number of active participants reported on line 7a of the Form 55002021-01-01604
Number of retired or separated participants receiving benefits2021-01-01567
Number of other retired or separated participants entitled to future benefits2021-01-01310
Total of all active and inactive participants2021-01-011,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0131
Total participants2021-01-011,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31190,922,748
Acturial value of plan assets2020-12-31177,227,998
Funding target for retired participants and beneficiaries receiving payment2020-12-3174,430,583
Number of terminated vested participants2020-12-31437
Fundng target for terminated vested participants2020-12-3120,060,331
Active participant vested funding target2020-12-3146,076,473
Number of active participants2020-12-31894
Total funding liabilities for active participants2020-12-3146,076,473
Total participant count2020-12-311,888
Total funding target for all participants2020-12-31140,567,387
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3149,399,258
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-314,202,189
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3145,197,069
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3155,190,141
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31750,000
Net shortfall amortization installment of oustanding balance2020-12-3118,529,530
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-314,951,970
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-314,951,970
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,884
Total number of active participants reported on line 7a of the Form 55002020-01-01662
Number of retired or separated participants receiving benefits2020-01-01560
Number of other retired or separated participants entitled to future benefits2020-01-01274
Total of all active and inactive participants2020-01-011,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0130
Total participants2020-01-011,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31164,398,449
Acturial value of plan assets2019-12-31170,397,775
Funding target for retired participants and beneficiaries receiving payment2019-12-3170,222,217
Number of terminated vested participants2019-12-31432
Fundng target for terminated vested participants2019-12-3119,725,719
Active participant vested funding target2019-12-3149,122,050
Number of active participants2019-12-31980
Total funding liabilities for active participants2019-12-3149,122,050
Total participant count2019-12-311,922
Total funding target for all participants2019-12-31139,069,986
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3154,111,147
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-311,996,728
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3152,114,419
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3149,399,258
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31550,000
Net shortfall amortization installment of oustanding balance2019-12-3118,071,469
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-314,202,189
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-314,202,189
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,921
Total number of active participants reported on line 7a of the Form 55002019-01-01894
Number of retired or separated participants receiving benefits2019-01-01531
Number of other retired or separated participants entitled to future benefits2019-01-01428
Total of all active and inactive participants2019-01-011,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0131
Total participants2019-01-011,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31181,532,538
Acturial value of plan assets2018-12-31168,798,397
Funding target for retired participants and beneficiaries receiving payment2018-12-3163,505,053
Number of terminated vested participants2018-12-31443
Fundng target for terminated vested participants2018-12-3121,753,105
Active participant vested funding target2018-12-3151,657,997
Number of active participants2018-12-311,069
Total funding liabilities for active participants2018-12-3151,657,997
Total participant count2018-12-311,964
Total funding target for all participants2018-12-31136,916,155
Balance at beginning of prior year after applicable adjustments2018-12-3142,947
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3144,455,091
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-3142,947
Prefunding balanced used to offset prior years funding requirement2018-12-311,409,460
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3143,045,631
Present value of excess contributions2018-12-314,373,617
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314,759,331
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-314,759,331
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3154,111,147
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31550,000
Net shortfall amortization installment of oustanding balance2018-12-3122,228,905
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,996,728
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-311,996,728
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,963
Total number of active participants reported on line 7a of the Form 55002018-01-01980
Number of retired or separated participants receiving benefits2018-01-01489
Number of other retired or separated participants entitled to future benefits2018-01-01426
Total of all active and inactive participants2018-01-011,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0126
Total participants2018-01-011,921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31179,166,990
Acturial value of plan assets2017-12-31178,735,664
Funding target for retired participants and beneficiaries receiving payment2017-12-3172,459,834
Number of terminated vested participants2017-12-31420
Fundng target for terminated vested participants2017-12-3120,570,719
Active participant vested funding target2017-12-3148,592,990
Number of active participants2017-12-311,150
Total funding liabilities for active participants2017-12-3149,641,899
Total participant count2017-12-312,502
Total funding target for all participants2017-12-31142,672,452
Balance at beginning of prior year after applicable adjustments2017-12-311,742,069
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3132,913,326
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-311,702,916
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3139,153
Amount remaining of prefunding balance2017-12-3132,913,326
Present value of excess contributions2017-12-318,019,312
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-318,571,520
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-318,352,464
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3142,947
Balance of prefunding at beginning of current year2017-12-3144,455,091
Total employer contributions2017-12-315,230,803
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-31221,695
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-314,534,995
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,613,785
Net shortfall amortization installment of oustanding balance2017-12-318,434,826
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,613,785
Carryover balance elected to use to offset funding requirement2017-12-3142,947
Prefunding balance elected to use to offset funding requirement2017-12-311,409,460
Additional cash requirement2017-12-31161,378
Contributions allocatedtoward minimum required contributions for current year2017-12-314,534,995
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,501
Total number of active participants reported on line 7a of the Form 55002017-01-011,069
Number of retired or separated participants receiving benefits2017-01-01433
Number of other retired or separated participants entitled to future benefits2017-01-01440
Total of all active and inactive participants2017-01-011,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0121
Total participants2017-01-011,963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31176,202,020
Acturial value of plan assets2016-12-31180,005,007
Funding target for retired participants and beneficiaries receiving payment2016-12-3163,217,996
Number of terminated vested participants2016-12-31821
Fundng target for terminated vested participants2016-12-3130,135,725
Active participant vested funding target2016-12-3152,311,698
Number of active participants2016-12-311,238
Total funding liabilities for active participants2016-12-3154,515,605
Total participant count2016-12-312,908
Total funding target for all participants2016-12-31147,869,326
Balance at beginning of prior year after applicable adjustments2016-12-314,493,195
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3126,449,436
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-312,721,719
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,771,476
Amount remaining of prefunding balance2016-12-3126,449,436
Present value of excess contributions2016-12-316,696,527
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-316,902,951
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-316,902,951
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,742,069
Balance of prefunding at beginning of current year2016-12-3132,913,326
Total employer contributions2016-12-319,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-318,208,525
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,892,129
Net shortfall amortization installment of oustanding balance2016-12-314,641,134
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,892,129
Carryover balance elected to use to offset funding requirement2016-12-311,702,916
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31189,213
Contributions allocatedtoward minimum required contributions for current year2016-12-318,208,525
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,907
Total number of active participants reported on line 7a of the Form 55002016-01-011,150
Number of retired or separated participants receiving benefits2016-01-01871
Number of other retired or separated participants entitled to future benefits2016-01-01416
Total of all active and inactive participants2016-01-012,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0164
Total participants2016-01-012,501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,943
Total number of active participants reported on line 7a of the Form 55002015-01-011,238
Number of retired or separated participants receiving benefits2015-01-01798
Number of other retired or separated participants entitled to future benefits2015-01-01809
Total of all active and inactive participants2015-01-012,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0162
Total participants2015-01-012,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,968
Total number of active participants reported on line 7a of the Form 55002014-01-011,301
Number of retired or separated participants receiving benefits2014-01-01727
Number of other retired or separated participants entitled to future benefits2014-01-01849
Total of all active and inactive participants2014-01-012,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0166
Total participants2014-01-012,943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,995
Total number of active participants reported on line 7a of the Form 55002013-01-011,380
Number of retired or separated participants receiving benefits2013-01-01675
Number of other retired or separated participants entitled to future benefits2013-01-01846
Total of all active and inactive participants2013-01-012,901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0167
Total participants2013-01-012,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,027
Total number of active participants reported on line 7a of the Form 55002012-01-011,476
Number of retired or separated participants receiving benefits2012-01-01623
Number of other retired or separated participants entitled to future benefits2012-01-01845
Total of all active and inactive participants2012-01-012,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0151
Total participants2012-01-012,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,065
Total number of active participants reported on line 7a of the Form 55002011-01-011,574
Number of retired or separated participants receiving benefits2011-01-01585
Number of other retired or separated participants entitled to future benefits2011-01-01821
Total of all active and inactive participants2011-01-012,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0147
Total participants2011-01-013,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,176
Total number of active participants reported on line 7a of the Form 55002009-01-011,769
Number of retired or separated participants receiving benefits2009-01-01506
Number of other retired or separated participants entitled to future benefits2009-01-01790
Total of all active and inactive participants2009-01-013,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0139
Total participants2009-01-013,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0150

Financial Data on SOUTH SHORE HOSPITAL, INC. PENSION PLAN

Measure Date Value
2022 : SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$121,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$337,663
Total income from all sources (including contributions)2022-12-31$-29,816,751
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$141,175,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$140,150,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$-5,000,000
Value of total assets at end of year2022-12-31$400,633
Value of total assets at beginning of year2022-12-31$171,609,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,025,432
Total interest from all sources2022-12-31$81,547
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,628,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$5,000,000
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,628,457
Administrative expenses professional fees incurred2022-12-31$929,228
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$-5,000,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$82,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$96,204
Liabilities. Value of operating payables at end of year2022-12-31$121,535
Liabilities. Value of operating payables at beginning of year2022-12-31$337,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-170,992,681
Value of net assets at end of year (total assets less liabilities)2022-12-31$279,098
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$171,271,779
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$125,919,041
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$44,942,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$317,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$747,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$747,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$81,547
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$99,228,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,026,687
Net investment gain or loss from common/collective trusts2022-12-31$-5,500,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$40,922,187
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$180,916,326
Aggregate carrying amount (costs) on sale of assets2022-12-31$180,916,326
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$337,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$71,081
Total income from all sources (including contributions)2021-12-31$-1,468,914
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,677,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,671,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$171,609,442
Value of total assets at beginning of year2021-12-31$181,488,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,005,213
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,483,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,483,062
Administrative expenses professional fees incurred2021-12-31$873,977
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,147
Administrative expenses (other) incurred2021-12-31$131,236
Liabilities. Value of operating payables at end of year2021-12-31$337,663
Liabilities. Value of operating payables at beginning of year2021-12-31$71,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-10,146,090
Value of net assets at end of year (total assets less liabilities)2021-12-31$171,271,779
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$181,417,869
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
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$125,919,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$161,291,750
Value of interest in common/collective trusts at end of year2021-12-31$44,942,869
Value of interest in common/collective trusts at beginning of year2021-12-31$16,994,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$747,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,202,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,202,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-9,141,793
Net investment gain or loss from common/collective trusts2021-12-31$189,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,670,816
Contract administrator fees2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$69,315,985
Aggregate carrying amount (costs) on sale of assets2021-12-31$69,315,985
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$71,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$72,062
Total income from all sources (including contributions)2020-12-31$30,847,851
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$40,280,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,609,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$181,488,950
Value of total assets at beginning of year2020-12-31$190,922,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$670,857
Total interest from all sources2020-12-31$1,357
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,461,033
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$10,461,033
Administrative expenses professional fees incurred2020-12-31$502,298
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Administrative expenses (other) incurred2020-12-31$156,372
Liabilities. Value of operating payables at end of year2020-12-31$71,081
Liabilities. Value of operating payables at beginning of year2020-12-31$72,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-9,432,817
Value of net assets at end of year (total assets less liabilities)2020-12-31$181,417,869
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$190,850,686
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$12,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$161,291,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$159,163,802
Value of interest in common/collective trusts at end of year2020-12-31$16,994,722
Value of interest in common/collective trusts at beginning of year2020-12-31$30,768,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,202,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$990,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$990,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,603,012
Net investment gain or loss from common/collective trusts2020-12-31$5,782,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,609,811
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$51,464,657
Aggregate carrying amount (costs) on sale of assets2020-12-31$51,464,657
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$72,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$55,577
Total income from all sources (including contributions)2019-12-31$35,366,451
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,858,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,370,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$190,922,748
Value of total assets at beginning of year2019-12-31$164,398,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$487,668
Total interest from all sources2019-12-31$6,106
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,527,236
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$7,527,236
Administrative expenses professional fees incurred2019-12-31$249,747
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$181,456
Liabilities. Value of operating payables at end of year2019-12-31$72,062
Liabilities. Value of operating payables at beginning of year2019-12-31$55,577
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$26,507,814
Value of net assets at end of year (total assets less liabilities)2019-12-31$190,850,686
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$164,342,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$56,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$159,163,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$140,006,830
Value of interest in common/collective trusts at end of year2019-12-31$30,768,618
Value of interest in common/collective trusts at beginning of year2019-12-31$23,643,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$990,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$748,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$748,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,707,735
Net investment gain or loss from common/collective trusts2019-12-31$7,125,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,370,969
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$5,635,228
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,635,228
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUM, SHAPIRO & COMPANY P.C.
Accountancy firm EIN2019-12-31061009205
2018 : SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$55,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$53,533
Total income from all sources (including contributions)2018-12-31$-9,117,954
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,215,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,615,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$164,398,449
Value of total assets at beginning of year2018-12-31$181,729,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$599,895
Total interest from all sources2018-12-31$9,614
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,830,469
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$5,830,469
Administrative expenses professional fees incurred2018-12-31$384,606
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$145,262
Liabilities. Value of operating payables at end of year2018-12-31$55,577
Liabilities. Value of operating payables at beginning of year2018-12-31$53,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,333,445
Value of net assets at end of year (total assets less liabilities)2018-12-31$164,342,872
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$181,676,317
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
Investment advisory and management fees2018-12-31$70,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$140,006,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$134,519,156
Value of interest in common/collective trusts at end of year2018-12-31$23,643,245
Value of interest in common/collective trusts at beginning of year2018-12-31$41,021,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$748,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,189,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,189,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,614
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$12,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,579,794
Net investment gain or loss from common/collective trusts2018-12-31$-1,378,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,603,236
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 name2018-12-31BLUM, SHAPIRO & COMPANY P.C.
Accountancy firm EIN2018-12-31061009205
2017 : SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$53,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$69,396
Total income from all sources (including contributions)2017-12-31$28,903,733
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$26,613,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,906,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,230,803
Value of total assets at end of year2017-12-31$181,729,850
Value of total assets at beginning of year2017-12-31$179,455,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$706,902
Total interest from all sources2017-12-31$6,194
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,903,959
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$5,903,959
Administrative expenses professional fees incurred2017-12-31$420,714
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$17,696,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$199,089
Liabilities. Value of operating payables at end of year2017-12-31$53,533
Liabilities. Value of operating payables at beginning of year2017-12-31$69,396
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$2,290,432
Value of net assets at end of year (total assets less liabilities)2017-12-31$181,676,317
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$179,385,885
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
Investment advisory and management fees2017-12-31$87,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$134,519,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$106,923,859
Value of interest in common/collective trusts at end of year2017-12-31$41,021,487
Value of interest in common/collective trusts at beginning of year2017-12-31$62,939,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,189,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$592,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$592,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,438,741
Net investment gain or loss from common/collective trusts2017-12-31$10,324,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$5,230,803
Employer contributions (assets) at end of year2017-12-31$5,000,000
Employer contributions (assets) at beginning of year2017-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,209,672
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 name2017-12-31BLUM, SHAPIRO & COMPANY P.C.
Accountancy firm EIN2017-12-31061009205
2016 : SOUTH SHORE HOSPITAL, INC. PENSION 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$69,396
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$93,453
Total income from all sources (including contributions)2016-12-31$24,733,172
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$21,796,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,654,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,000,000
Value of total assets at end of year2016-12-31$179,455,281
Value of total assets at beginning of year2016-12-31$176,542,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,141,212
Total interest from all sources2016-12-31$501
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,764,367
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$5,764,367
Administrative expenses professional fees incurred2016-12-31$727,617
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$323,958
Liabilities. Value of operating payables at end of year2016-12-31$69,396
Liabilities. Value of operating payables at beginning of year2016-12-31$93,453
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$2,937,133
Value of net assets at end of year (total assets less liabilities)2016-12-31$179,385,885
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$176,448,752
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
Investment advisory and management fees2016-12-31$89,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$106,923,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$104,755,552
Value of interest in common/collective trusts at end of year2016-12-31$62,939,219
Value of interest in common/collective trusts at beginning of year2016-12-31$62,345,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$592,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$440,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$440,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,474,940
Net investment gain or loss from common/collective trusts2016-12-31$6,493,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,000,000
Employer contributions (assets) at end of year2016-12-31$9,000,000
Employer contributions (assets) at beginning of year2016-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,654,827
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 name2016-12-31BLUM, SHAPIRO & COMPANY P.C.
Accountancy firm EIN2016-12-31061009205
2015 : SOUTH SHORE HOSPITAL, INC. PENSION 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$93,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$85,540
Total income from all sources (including contributions)2015-12-31$6,227,771
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,609,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,972,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,000,000
Value of total assets at end of year2015-12-31$176,542,205
Value of total assets at beginning of year2015-12-31$176,916,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$637,017
Total interest from all sources2015-12-31$-238
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,779,264
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$5,779,264
Administrative expenses professional fees incurred2015-12-31$380,040
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$167,751
Liabilities. Value of operating payables at end of year2015-12-31$93,453
Liabilities. Value of operating payables at beginning of year2015-12-31$85,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-382,074
Value of net assets at end of year (total assets less liabilities)2015-12-31$176,448,752
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$176,830,826
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
Investment advisory and management fees2015-12-31$89,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$104,755,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$105,256,103
Value of interest in common/collective trusts at end of year2015-12-31$62,345,855
Value of interest in common/collective trusts at beginning of year2015-12-31$60,881,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$440,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$578,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$578,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,277,295
Net investment gain or loss from common/collective trusts2015-12-31$2,726,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,000,000
Employer contributions (assets) at end of year2015-12-31$9,000,000
Employer contributions (assets) at beginning of year2015-12-31$10,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,972,828
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 name2015-12-31BLUM, SHAPIRO & COMPANY P.C.
Accountancy firm EIN2015-12-31061009205
2014 : SOUTH SHORE HOSPITAL, INC. PENSION 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$85,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$49,997
Total income from all sources (including contributions)2014-12-31$32,076,018
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,350,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,469,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,200,000
Value of total assets at end of year2014-12-31$176,916,366
Value of total assets at beginning of year2014-12-31$151,155,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$881,229
Total interest from all sources2014-12-31$11,183
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,621,564
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$5,621,564
Administrative expenses professional fees incurred2014-12-31$350,842
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$444,584
Liabilities. Value of operating payables at end of year2014-12-31$85,540
Liabilities. Value of operating payables at beginning of year2014-12-31$49,997
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$25,725,415
Value of net assets at end of year (total assets less liabilities)2014-12-31$176,830,826
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$151,105,411
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
Investment advisory and management fees2014-12-31$85,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$105,256,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$92,751,234
Interest earned on other investments2014-12-31$11,790
Value of interest in common/collective trusts at end of year2014-12-31$60,881,295
Value of interest in common/collective trusts at beginning of year2014-12-31$55,333,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$578,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,973,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,973,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$97,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,695,327
Net investment gain or loss from common/collective trusts2014-12-31$5,547,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,200,000
Employer contributions (assets) at end of year2014-12-31$10,200,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,469,374
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 name2014-12-31BLUM, SHAPIRO & COMPANY P.C.
Accountancy firm EIN2014-12-31061009205
2013 : SOUTH SHORE HOSPITAL, INC. PENSION 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$49,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$152,348
Total income from all sources (including contributions)2013-12-31$12,943,797
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,904,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,022,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$151,155,408
Value of total assets at beginning of year2013-12-31$144,218,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$881,194
Total interest from all sources2013-12-31$43,537
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,326,783
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$4,326,783
Administrative expenses professional fees incurred2013-12-31$361,552
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10
Administrative expenses (other) incurred2013-12-31$403,785
Liabilities. Value of operating payables at end of year2013-12-31$49,997
Liabilities. Value of operating payables at beginning of year2013-12-31$152,348
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$7,039,751
Value of net assets at end of year (total assets less liabilities)2013-12-31$151,105,411
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$144,065,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$103,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$92,751,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$64,936,138
Interest earned on other investments2013-12-31$43,965
Value of interest in common/collective trusts at end of year2013-12-31$55,333,350
Value of interest in common/collective trusts at beginning of year2013-12-31$69,679,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,973,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$526,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$526,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$97,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$76,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-5,260,568
Net investment gain or loss from common/collective trusts2013-12-31$13,834,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Employer contributions (assets) at beginning of year2013-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,022,852
Contract administrator fees2013-12-31$12,073
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
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31BLUM, SHAPIRO & COMPANY P.C.
Accountancy firm EIN2013-12-31061009205
2012 : SOUTH SHORE HOSPITAL, INC. PENSION 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$152,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$92,870
Total income from all sources (including contributions)2012-12-31$33,381,967
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,240,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,599,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,000,000
Value of total assets at end of year2012-12-31$144,218,008
Value of total assets at beginning of year2012-12-31$116,017,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$641,373
Total interest from all sources2012-12-31$198
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,996,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,996,730
Administrative expenses professional fees incurred2012-12-31$349,153
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10
Administrative expenses (other) incurred2012-12-31$107,275
Liabilities. Value of operating payables at end of year2012-12-31$152,348
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$28,141,291
Value of net assets at end of year (total assets less liabilities)2012-12-31$144,065,660
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$115,924,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$151,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$64,936,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$113,425,319
Value of interest in common/collective trusts at end of year2012-12-31$69,679,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$526,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$507,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$507,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$76,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$84,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,578,507
Net investment gain or loss from common/collective trusts2012-12-31$8,806,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$16,000,000
Employer contributions (assets) at end of year2012-12-31$9,000,000
Employer contributions (assets) at beginning of year2012-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,599,303
Contract administrator fees2012-12-31$33,750
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$92,870
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 name2012-12-31BLUM, SHAPIRO & COMPANY P.C.
Accountancy firm EIN2012-12-31061009205
2011 : SOUTH SHORE HOSPITAL, INC. PENSION 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$92,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$113,289
Total income from all sources (including contributions)2011-12-31$7,304,053
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,982,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,190,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,000,000
Value of total assets at end of year2011-12-31$116,017,239
Value of total assets at beginning of year2011-12-31$113,716,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$791,738
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,950,753
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$2,950,753
Administrative expenses professional fees incurred2011-12-31$437,343
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$68
Administrative expenses (other) incurred2011-12-31$147,355
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$2,321,370
Value of net assets at end of year (total assets less liabilities)2011-12-31$115,924,369
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$113,602,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$176,236
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$113,425,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$103,689,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$507,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$934,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$934,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$84,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$92,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,353,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$2,000,000
Employer contributions (assets) at end of year2011-12-31$2,000,000
Employer contributions (assets) at beginning of year2011-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,190,945
Contract administrator fees2011-12-31$30,804
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$92,870
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$113,289
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 name2011-12-31BLUM, SHAPIRO & COMPANY P.C.
Accountancy firm EIN2011-12-31061009205
2010 : SOUTH SHORE HOSPITAL, INC. PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$113,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$130,708
Total income from all sources (including contributions)2010-12-31$22,220,616
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,683,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,889,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,000,000
Value of total assets at end of year2010-12-31$113,716,288
Value of total assets at beginning of year2010-12-31$96,197,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$794,788
Total interest from all sources2010-12-31$278
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,117,303
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$2,117,303
Administrative expenses professional fees incurred2010-12-31$443,371
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$68
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$79
Other income not declared elsewhere2010-12-31$14,235
Administrative expenses (other) incurred2010-12-31$237,254
Liabilities. Value of operating payables at end of year2010-12-31$113,289
Liabilities. Value of operating payables at beginning of year2010-12-31$130,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,536,665
Value of net assets at end of year (total assets less liabilities)2010-12-31$113,602,999
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$96,066,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$114,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$103,689,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$95,644,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$934,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$442,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$442,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$92,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$109,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,088,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,000,000
Employer contributions (assets) at end of year2010-12-31$9,000,000
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,889,163
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2010-12-31061009205
2009 : SOUTH SHORE HOSPITAL, INC. PENSION 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 SOUTH SHORE HOSPITAL, INC. PENSION PLAN

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

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-28217/18.01
Policy instance 1
Insurance contract or identification numberG-28217/18.01
Number of Individuals Covered951
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
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
Other information about contractGROUP ANNUITY CONTRACT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC1044 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC1044 ASSN 0
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC1044 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC1044 ASSN 0
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC1044 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC1044 ASSN 0
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC1044 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC1044 ASSN 0
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC1044 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC1044 ASSN 0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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

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