401k Plan data: NORTH SHORE MEDICAL CENTER 403(B) PLAN plan

NORTH SHORE MEDICAL CENTER 403(B) PLAN 401k Plan overview

Plan Name	NORTH SHORE MEDICAL CENTER 403(B) PLAN
Plan identification number	002

NORTH SHORE MEDICAL CENTER 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

NORTH SHORE MEDICAL CENTER-UNION HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: NORTH SHORE MEDICAL CENTER-UNION HOSPITAL, INC.

Employer identification number (EIN): 043399616

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE MEDICAL CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 PAUL CHANEY JASON FAN 2014-07-18
002 2012-01-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2013-07-29
002 2011-01-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2012-07-31

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	PAUL CHANEY	JASON FAN	2014-07-18
002	2012-01-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2013-07-29
002	2011-01-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2012-07-31

Plan Statistics for NORTH SHORE MEDICAL CENTER 403(B) PLAN

401k plan membership statisitcs for NORTH SHORE MEDICAL CENTER 403(B) PLAN

Measure Date Value
2013: NORTH SHORE MEDICAL CENTER 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5,047
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NORTH SHORE MEDICAL CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,239
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4,467
Number of retired or separated participants receiving benefits 2012-01-01 33
Number of other retired or separated participants entitled to future benefits 2012-01-01 547
Total of all active and inactive participants 2012-01-01 5,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5,047
Number of participants with account balances 2012-01-01 3,462
2011: NORTH SHORE MEDICAL CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,134
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4,554
Number of retired or separated participants receiving benefits 2011-01-01 27
Number of other retired or separated participants entitled to future benefits 2011-01-01 403
Total of all active and inactive participants 2011-01-01 4,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 4,987
Number of participants with account balances 2011-01-01 3,239

Measure	Date	Value
2013: NORTH SHORE MEDICAL CENTER 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5,047
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NORTH SHORE MEDICAL CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,239
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4,467
Number of retired or separated participants receiving benefits	2012-01-01	33
Number of other retired or separated participants entitled to future benefits	2012-01-01	547
Total of all active and inactive participants	2012-01-01	5,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5,047
Number of participants with account balances	2012-01-01	3,462
2011: NORTH SHORE MEDICAL CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,134
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4,554
Number of retired or separated participants receiving benefits	2011-01-01	27
Number of other retired or separated participants entitled to future benefits	2011-01-01	403
Total of all active and inactive participants	2011-01-01	4,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	4,987
Number of participants with account balances	2011-01-01	3,239

Financial Data on NORTH SHORE MEDICAL CENTER 403(B) PLAN

Measure	Date	Value
2013 : NORTH SHORE MEDICAL CENTER 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$182,856,558
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$40,997,240
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$9,263,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,246,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$14,263,059
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$151,123,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,557
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,948,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,948,898
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$14,117,791
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$2,368,001
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$7,101,406
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$145,268
Other income not declared elsewhere	2013-12-31	$2,765,419
Administrative expenses (other) incurred	2013-12-31	$17,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$31,733,513
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$151,123,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$141,653,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$20,019,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,246,170
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2013-12-31	042684828
2012 : NORTH SHORE MEDICAL CENTER 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$29,570,965
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$10,700,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$10,677,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$13,417,215
Value of total assets at end of year	2012-12-31	$151,123,045
Value of total assets at beginning of year	2012-12-31	$132,252,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,439
Total interest from all sources	2012-12-31	$3,530,186
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$12,880,981
Participant contributions at end of year	2012-12-31	$2,368,001
Participant contributions at beginning of year	2012-12-31	$2,139,252
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$202,853
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$7,101,406
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$6,160,023
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$536,234
Administrative expenses (other) incurred	2012-12-31	$23,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$18,870,222
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$151,123,045
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$132,252,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$141,653,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$123,750,695
Interest earned on other investments	2012-12-31	$3,530,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$12,623,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$10,677,304
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2012-12-31	042684828
2011 : NORTH SHORE MEDICAL CENTER 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$9,808,142
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$7,156,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,133,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$13,240,358
Value of total assets at end of year	2011-12-31	$132,252,823
Value of total assets at beginning of year	2011-12-31	$129,601,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$23,349
Total interest from all sources	2011-12-31	$3,511,654
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$23,349
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$12,686,723
Participant contributions at end of year	2011-12-31	$2,139,252
Participant contributions at beginning of year	2011-12-31	$1,974,653
Participant contributions at end of year	2011-12-31	$202,853
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$6,160,023
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$6,275,134
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$553,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,651,284
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$132,252,823
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$129,601,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$123,750,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$121,351,752
Interest earned on other investments	2011-12-31	$3,511,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-6,943,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,133,509
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2011-12-31	042684828

Form 5500 Responses for NORTH SHORE MEDICAL CENTER 403(B) PLAN

2013: NORTH SHORE MEDICAL CENTER 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NORTH SHORE MEDICAL CENTER 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NORTH SHORE MEDICAL CENTER 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NORTH SHORE MEDICAL CENTER-UNION HOSPITAL, INC.
Employer identification number (EIN):	043399616
NAIC Classification:	622000
NAIC Description:	Hospitals