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TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 401k Plan overview

Plan NameTUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN
Plan identification number 003

TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

TUFTS MEDICAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:TUFTS MEDICAL CENTER, INC.
Employer identification number (EIN):043400617
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DAN CARTON
0032016-01-01DAN CARTON
0032015-01-01DAN CARTON
0032014-01-01DAN CARTON
0032013-01-01DAN CARTON DAN CARTON2014-09-18
0032012-01-01DAN CARTON DAN CARTON2013-10-09
0032011-01-01DAN CARTON DAN CARTON2012-10-12
0032010-01-01DAN CARTON DAN CARTON2011-10-12
0032009-01-01DAN CARTON DAN CARTON2010-10-15

Plan Statistics for TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN

401k plan membership statisitcs for TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN

Measure Date Value
2023: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,558
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
2022: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-31205,050,677
Acturial value of plan assets2022-12-31197,752,228
Funding target for retired participants and beneficiaries receiving payment2022-12-3182,286,724
Number of terminated vested participants2022-12-31702
Fundng target for terminated vested participants2022-12-3121,993,549
Active participant vested funding target2022-12-3158,894,308
Number of active participants2022-12-31629
Total funding liabilities for active participants2022-12-3158,894,308
Total participant count2022-12-311,607
Total funding target for all participants2022-12-31163,174,581
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3125,892,556
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-311,741,947
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3124,150,609
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3125,594,815
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,150,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,604
Total number of active participants reported on line 7a of the Form 55002022-01-01555
Number of retired or separated participants receiving benefits2022-01-01320
Number of other retired or separated participants entitled to future benefits2022-01-01649
Total of all active and inactive participants2022-01-011,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0134
Total participants2022-01-011,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-31222,506,762
Acturial value of plan assets2021-12-31203,079,795
Funding target for retired participants and beneficiaries receiving payment2021-12-3193,961,639
Number of terminated vested participants2021-12-31715
Fundng target for terminated vested participants2021-12-3124,883,075
Active participant vested funding target2021-12-3158,837,014
Number of active participants2021-12-31676
Total funding liabilities for active participants2021-12-3158,837,014
Total participant count2021-12-312,193
Total funding target for all participants2021-12-31177,681,728
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3121,442,815
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-313,644,352
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3117,798,463
Present value of excess contributions2021-12-314,546,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-315,162,686
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-315,162,686
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 year2021-12-3125,892,556
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 cost2021-12-311,620,000
Net shortfall amortization installment of oustanding balance2021-12-31494,489
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,741,947
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,741,947
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-year2021-01-012,189
Total number of active participants reported on line 7a of the Form 55002021-01-01629
Number of retired or separated participants receiving benefits2021-01-01268
Number of other retired or separated participants entitled to future benefits2021-01-01672
Total of all active and inactive participants2021-01-011,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0135
Total participants2021-01-011,604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-31195,832,727
Acturial value of plan assets2020-12-31190,049,506
Funding target for retired participants and beneficiaries receiving payment2020-12-3187,875,751
Number of terminated vested participants2020-12-31735
Fundng target for terminated vested participants2020-12-3123,645,115
Active participant vested funding target2020-12-3175,080,398
Number of active participants2020-12-31716
Total funding liabilities for active participants2020-12-3175,080,398
Total participant count2020-12-312,240
Total funding target for all participants2020-12-31186,601,264
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3120,519,093
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-313,064,761
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3117,454,332
Present value of excess contributions2020-12-31732,497
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31863,687
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31862,412
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 year2020-12-3121,442,815
Total employer contributions2020-12-315,000,000
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 date2020-12-314,546,724
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 cost2020-12-311,620,000
Net shortfall amortization installment of oustanding balance2020-12-3117,994,573
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-313,309,450
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-313,309,450
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-314,546,724
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,234
Total number of active participants reported on line 7a of the Form 55002020-01-01676
Number of retired or separated participants receiving benefits2020-01-01747
Number of other retired or separated participants entitled to future benefits2020-01-01684
Total of all active and inactive participants2020-01-012,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0182
Total participants2020-01-012,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-31169,874,526
Acturial value of plan assets2019-12-31180,002,850
Funding target for retired participants and beneficiaries receiving payment2019-12-3180,307,493
Number of terminated vested participants2019-12-31754
Fundng target for terminated vested participants2019-12-3127,575,384
Active participant vested funding target2019-12-3182,582,128
Number of active participants2019-12-31777
Total funding liabilities for active participants2019-12-3183,018,054
Total participant count2019-12-312,296
Total funding target for all participants2019-12-31190,900,931
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3121,026,900
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-314,104,909
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3116,921,991
Present value of excess contributions2019-12-314,828,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,620,882
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-314,620,882
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 year2019-12-3120,519,093
Total employer contributions2019-12-315,000,000
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 date2019-12-314,764,165
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 cost2019-12-311,820,000
Net shortfall amortization installment of oustanding balance2019-12-3131,417,174
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,096,429
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-313,064,761
Additional cash requirement2019-12-314,031,668
Contributions allocatedtoward minimum required contributions for current year2019-12-314,764,165
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,290
Total number of active participants reported on line 7a of the Form 55002019-01-01716
Number of retired or separated participants receiving benefits2019-01-01736
Number of other retired or separated participants entitled to future benefits2019-01-01701
Total of all active and inactive participants2019-01-012,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0181
Total participants2019-01-012,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-31180,207,969
Acturial value of plan assets2018-12-31172,036,585
Funding target for retired participants and beneficiaries receiving payment2018-12-3165,390,075
Number of terminated vested participants2018-12-31805
Fundng target for terminated vested participants2018-12-3119,451,657
Active participant vested funding target2018-12-3174,432,349
Number of active participants2018-12-31838
Total funding liabilities for active participants2018-12-3175,008,544
Total participant count2018-12-312,364
Total funding target for all participants2018-12-31159,850,276
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3114,979,081
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3114,979,081
Present value of excess contributions2018-12-313,612,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,824,923
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-313,824,923
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 year2018-12-3121,026,900
Total employer contributions2018-12-317,500,000
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 date2018-12-316,988,903
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 cost2018-12-314,822,301
Net shortfall amortization installment of oustanding balance2018-12-318,840,591
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-316,265,526
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-314,104,909
Additional cash requirement2018-12-312,160,617
Contributions allocatedtoward minimum required contributions for current year2018-12-316,988,903
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,361
Total number of active participants reported on line 7a of the Form 55002018-01-01777
Number of retired or separated participants receiving benefits2018-01-01718
Number of other retired or separated participants entitled to future benefits2018-01-01720
Total of all active and inactive participants2018-01-012,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0175
Total participants2018-01-012,290
2017: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31154,276,151
Acturial value of plan assets2017-12-31158,345,936
Funding target for retired participants and beneficiaries receiving payment2017-12-3157,379,003
Number of terminated vested participants2017-12-31836
Fundng target for terminated vested participants2017-12-3118,868,658
Active participant vested funding target2017-12-3174,211,456
Number of active participants2017-12-31921
Total funding liabilities for active participants2017-12-3174,899,827
Total participant count2017-12-312,447
Total funding target for all participants2017-12-31151,147,488
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-314,874,707
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-314,874,707
Present value of excess contributions2017-12-319,225,576
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-319,785,568
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-319,785,568
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3114,979,081
Total employer contributions2017-12-3110,000,000
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 date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-319,249,366
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 cost2017-12-315,636,517
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-315,636,517
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-315,636,517
Contributions allocatedtoward minimum required contributions for current year2017-12-319,249,366
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,444
Total number of active participants reported on line 7a of the Form 55002017-01-01838
Number of retired or separated participants receiving benefits2017-01-01679
Number of other retired or separated participants entitled to future benefits2017-01-01784
Total of all active and inactive participants2017-01-012,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0162
Total participants2017-01-012,363
2016: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31142,053,480
Acturial value of plan assets2016-12-31149,407,787
Funding target for retired participants and beneficiaries receiving payment2016-12-3148,692,158
Number of terminated vested participants2016-12-31843
Fundng target for terminated vested participants2016-12-3121,769,713
Active participant vested funding target2016-12-3168,054,281
Number of active participants2016-12-311,018
Total funding liabilities for active participants2016-12-3168,730,091
Total participant count2016-12-312,516
Total funding target for all participants2016-12-31139,191,962
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-319,266,524
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-319,266,524
Present value of excess contributions2016-12-319,270,003
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-319,850,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-314,200,000
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-314,874,707
Total employer contributions2016-12-3110,000,000
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 date2016-12-319,225,576
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 cost2016-12-315,235,645
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-319,225,576
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,516
Total number of active participants reported on line 7a of the Form 55002016-01-01921
Number of retired or separated participants receiving benefits2016-01-01653
Number of other retired or separated participants entitled to future benefits2016-01-01812
Total of all active and inactive participants2016-01-012,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0158
Total participants2016-01-012,444
2015: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,578
Total number of active participants reported on line 7a of the Form 55002015-01-01939
Number of retired or separated participants receiving benefits2015-01-01617
Number of other retired or separated participants entitled to future benefits2015-01-01896
Total of all active and inactive participants2015-01-012,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0164
Total participants2015-01-012,516
2014: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,629
Total number of active participants reported on line 7a of the Form 55002014-01-01954
Number of retired or separated participants receiving benefits2014-01-01586
Number of other retired or separated participants entitled to future benefits2014-01-01996
Total of all active and inactive participants2014-01-012,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0142
Total participants2014-01-012,578
2013: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,683
Total number of active participants reported on line 7a of the Form 55002013-01-011,129
Number of retired or separated participants receiving benefits2013-01-01541
Number of other retired or separated participants entitled to future benefits2013-01-01918
Total of all active and inactive participants2013-01-012,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0141
Total participants2013-01-012,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,947
Total number of active participants reported on line 7a of the Form 55002012-01-011,176
Number of retired or separated participants receiving benefits2012-01-01488
Number of other retired or separated participants entitled to future benefits2012-01-01981
Total of all active and inactive participants2012-01-012,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0138
Total participants2012-01-012,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,016
Total number of active participants reported on line 7a of the Form 55002011-01-011,260
Number of retired or separated participants receiving benefits2011-01-01449
Number of other retired or separated participants entitled to future benefits2011-01-011,203
Total of all active and inactive participants2011-01-012,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0135
Total participants2011-01-012,947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,066
Total number of active participants reported on line 7a of the Form 55002010-01-011,346
Number of retired or separated participants receiving benefits2010-01-01425
Number of other retired or separated participants entitled to future benefits2010-01-011,211
Total of all active and inactive participants2010-01-012,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0134
Total participants2010-01-013,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,102
Total number of active participants reported on line 7a of the Form 55002009-01-011,408
Number of retired or separated participants receiving benefits2009-01-01406
Number of other retired or separated participants entitled to future benefits2009-01-011,216
Total of all active and inactive participants2009-01-013,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0136
Total participants2009-01-013,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN

Measure Date Value
2023 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$1,851,821
Total transfer of assets from this plan2023-12-31$165,868,570
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$18,798,931
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$11,462,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,867,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$0
Value of total assets at beginning of year2023-12-31$156,680,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,595,310
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,895
Administrative expenses (other) incurred2023-12-31$1,165,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,336,216
Value of net assets at end of year (total assets less liabilities)2023-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$156,680,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$155,927,612
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$751,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$18,775,637
Net investment gain or loss from common/collective trusts2023-12-31$23,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,867,405
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31Yes
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$2,164,844
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-40,614,540
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,408,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,214,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$156,680,533
Value of total assets at beginning of year2022-12-31$205,538,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,193,520
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$278,848
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$914,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-51,022,688
Value of net assets at end of year (total assets less liabilities)2022-12-31$156,680,533
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$205,538,377
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 master investment trust accounts at end of year2022-12-31$155,927,612
Value of interest in master investment trust accounts at beginning of year2022-12-31$204,533,983
Value of interest in common/collective trusts at end of year2022-12-31$751,026
Value of interest in common/collective trusts at beginning of year2022-12-31$1,004,394
Net investment gain or loss from common/collective trusts2022-12-31$6,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,214,628
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,169,896
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,358
Total income from all sources (including contributions)2021-12-31$13,091,045
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$31,149,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,407,557
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$205,538,377
Value of total assets at beginning of year2021-12-31$222,460,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$742,265
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$401,259
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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
Administrative expenses (other) incurred2021-12-31$341,006
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$33,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-18,058,777
Value of net assets at end of year (total assets less liabilities)2021-12-31$205,538,377
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$222,427,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$204,533,983
Value of interest in master investment trust accounts at beginning of year2021-12-31$216,280,641
Value of interest in common/collective trusts at end of year2021-12-31$1,004,394
Value of interest in common/collective trusts at beginning of year2021-12-31$1,179,975
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$20,352,147
Net investment gain or loss from common/collective trusts2021-12-31$-3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,055,410
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,486,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$33,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$70,380
Total income from all sources (including contributions)2020-12-31$35,724,489
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,804,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,296,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,000,000
Value of total assets at end of year2020-12-31$222,460,616
Value of total assets at beginning of year2020-12-31$196,091,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,507,654
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$105,980
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$1,401,674
Liabilities. Value of operating payables at end of year2020-12-31$33,358
Liabilities. Value of operating payables at beginning of year2020-12-31$70,380
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$24,919,981
Value of net assets at end of year (total assets less liabilities)2020-12-31$222,427,258
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$196,021,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$216,280,641
Value of interest in master investment trust accounts at beginning of year2020-12-31$192,714,614
Value of interest in common/collective trusts at end of year2020-12-31$1,179,975
Value of interest in common/collective trusts at beginning of year2020-12-31$876,951
Net investment gain or loss from common/collective trusts2020-12-31$5,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,000,000
Employer contributions (assets) at end of year2020-12-31$5,000,000
Employer contributions (assets) at beginning of year2020-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,296,854
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,858,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$70,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$70,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$155,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$155,355
Total income from all sources (including contributions)2019-12-31$35,086,115
Total income from all sources (including contributions)2019-12-31$35,086,115
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,322,282
Total of all expenses incurred2019-12-31$10,322,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,689,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,689,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,000,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,000,767
Value of total assets at end of year2019-12-31$196,091,565
Value of total assets at end of year2019-12-31$196,091,565
Value of total assets at beginning of year2019-12-31$169,554,134
Value of total assets at beginning of year2019-12-31$169,554,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,632,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,632,764
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$210,674
Administrative expenses professional fees incurred2019-12-31$210,674
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
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
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 end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning 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$1,422,090
Administrative expenses (other) incurred2019-12-31$1,422,090
Liabilities. Value of operating payables at end of year2019-12-31$70,380
Liabilities. Value of operating payables at end of year2019-12-31$70,380
Liabilities. Value of operating payables at beginning of year2019-12-31$155,355
Liabilities. Value of operating payables at beginning of year2019-12-31$155,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,763,833
Value of net income/loss2019-12-31$24,763,833
Value of net assets at end of year (total assets less liabilities)2019-12-31$196,021,185
Value of net assets at end of year (total assets less liabilities)2019-12-31$196,021,185
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$169,398,779
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$169,398,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$192,714,614
Value of interest in master investment trust accounts at end of year2019-12-31$192,714,614
Value of interest in master investment trust accounts at beginning of year2019-12-31$160,824,022
Value of interest in master investment trust accounts at beginning of year2019-12-31$160,824,022
Value of interest in common/collective trusts at end of year2019-12-31$876,951
Value of interest in common/collective trusts at end of year2019-12-31$876,951
Value of interest in common/collective trusts at beginning of year2019-12-31$1,230,112
Value of interest in common/collective trusts at beginning of year2019-12-31$1,230,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$28,329
Net investment gain or loss from common/collective trusts2019-12-31$28,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,000,767
Contributions received in cash from employer2019-12-31$5,000,767
Employer contributions (assets) at end of year2019-12-31$2,500,000
Employer contributions (assets) at end of year2019-12-31$2,500,000
Employer contributions (assets) at beginning of year2019-12-31$7,500,000
Employer contributions (assets) at beginning of year2019-12-31$7,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,689,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,689,518
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
Accountancy firm EIN2019-12-31043499945
2018 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,080,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$155,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$168,567
Total income from all sources (including contributions)2018-12-31$-3,229,003
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,670,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,188,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,500,237
Value of total assets at end of year2018-12-31$169,554,134
Value of total assets at beginning of year2018-12-31$180,385,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,482,239
Total interest from all sources2018-12-31$35,721
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$311,089
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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
Administrative expenses (other) incurred2018-12-31$1,171,150
Liabilities. Value of operating payables at end of year2018-12-31$155,355
Liabilities. Value of operating payables at beginning of year2018-12-31$168,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,899,416
Value of net assets at end of year (total assets less liabilities)2018-12-31$169,398,779
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$180,217,246
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$0
Interest earned on other investments2018-12-31$35,721
Value of interest in master investment trust accounts at end of year2018-12-31$160,824,022
Value of interest in master investment trust accounts at beginning of year2018-12-31$169,377,147
Value of interest in common/collective trusts at end of year2018-12-31$1,230,112
Value of interest in common/collective trusts at beginning of year2018-12-31$1,008,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,500,237
Employer contributions (assets) at end of year2018-12-31$7,500,000
Employer contributions (assets) at beginning of year2018-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,188,174
Contract administrator fees2018-12-31$0
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,605,559
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$168,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$381,893
Total income from all sources (including contributions)2017-12-31$31,716,977
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,393,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,166,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,014,501
Value of total assets at end of year2017-12-31$180,385,813
Value of total assets at beginning of year2017-12-31$154,669,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,226,573
Total interest from all sources2017-12-31$16,254
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$82,495
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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
Liabilities. Value of operating payables at end of year2017-12-31$168,567
Liabilities. Value of operating payables at beginning of year2017-12-31$381,893
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$23,323,975
Value of net assets at end of year (total assets less liabilities)2017-12-31$180,217,246
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$154,287,712
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$1,225,951
Interest earned on other investments2017-12-31$16,254
Value of interest in master investment trust accounts at end of year2017-12-31$169,377,147
Value of interest in master investment trust accounts at beginning of year2017-12-31$144,087,322
Value of interest in common/collective trusts at end of year2017-12-31$1,008,666
Value of interest in common/collective trusts at beginning of year2017-12-31$582,283
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$10,014,501
Employer contributions (assets) at end of year2017-12-31$10,000,000
Employer contributions (assets) at beginning of year2017-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,166,429
Contract administrator fees2017-12-31$-81,873
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 name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,393,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$381,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$264,021
Total income from all sources (including contributions)2016-12-31$18,581,676
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,960,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,166,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,000,000
Value of total assets at end of year2016-12-31$154,669,605
Value of total assets at beginning of year2016-12-31$142,536,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,793,797
Total interest from all sources2016-12-31$6,391
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$527,255
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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
Administrative expenses (other) incurred2016-12-31$1,194,266
Liabilities. Value of operating payables at end of year2016-12-31$381,893
Liabilities. Value of operating payables at beginning of year2016-12-31$264,021
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$10,621,545
Value of net assets at end of year (total assets less liabilities)2016-12-31$154,287,712
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$142,272,584
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$72,276
Interest earned on other investments2016-12-31$6,391
Value of interest in master investment trust accounts at end of year2016-12-31$144,087,322
Value of interest in master investment trust accounts at beginning of year2016-12-31$131,999,278
Value of interest in common/collective trusts at end of year2016-12-31$582,283
Value of interest in common/collective trusts at beginning of year2016-12-31$537,327
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$10,000,000
Employer contributions (assets) at end of year2016-12-31$10,000,000
Employer contributions (assets) at beginning of year2016-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,166,334
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 name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,600,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$264,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$167,911
Total income from all sources (including contributions)2015-12-31$14,990,792
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,404,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,734,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,500,000
Value of total assets at end of year2015-12-31$142,536,605
Value of total assets at beginning of year2015-12-31$133,254,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,670,002
Total interest from all sources2015-12-31$831
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$245,465
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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$1,323,174
Liabilities. Value of operating payables at end of year2015-12-31$264,021
Liabilities. Value of operating payables at beginning of year2015-12-31$167,911
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$7,586,284
Value of net assets at end of year (total assets less liabilities)2015-12-31$142,272,584
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$133,086,248
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$101,363
Interest earned on other investments2015-12-31$831
Value of interest in master investment trust accounts at end of year2015-12-31$131,999,278
Value of interest in master investment trust accounts at beginning of year2015-12-31$129,822,351
Value of interest in common/collective trusts at end of year2015-12-31$537,327
Value of interest in common/collective trusts at beginning of year2015-12-31$931,808
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$17,500,000
Employer contributions (assets) at end of year2015-12-31$10,000,000
Employer contributions (assets) at beginning of year2015-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,734,506
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 appraiser2015-12-31Yes
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 name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,261,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$167,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$293,835
Total income from all sources (including contributions)2014-12-31$19,953,079
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,162,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,145,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,000,000
Value of total assets at end of year2014-12-31$133,254,159
Value of total assets at beginning of year2014-12-31$118,328,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,017,663
Total interest from all sources2014-12-31$197
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$238,235
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$200,000
Administrative expenses (other) incurred2014-12-31$688,524
Liabilities. Value of operating payables at end of year2014-12-31$167,911
Liabilities. Value of operating payables at beginning of year2014-12-31$293,835
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$13,790,383
Value of net assets at end of year (total assets less liabilities)2014-12-31$133,086,248
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$118,034,173
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$90,904
Interest earned on other investments2014-12-31$197
Value of interest in master investment trust accounts at end of year2014-12-31$129,822,351
Value of interest in master investment trust accounts at beginning of year2014-12-31$114,659,219
Value of interest in common/collective trusts at end of year2014-12-31$931,808
Value of interest in common/collective trusts at beginning of year2014-12-31$968,789
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$10,000,000
Employer contributions (assets) at end of year2014-12-31$2,500,000
Employer contributions (assets) at beginning of year2014-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,145,033
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 appraiser2014-12-31Yes
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 name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,992,002
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$293,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$279,969
Total income from all sources (including contributions)2013-12-31$17,469,109
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,419,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,462,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,000,000
Value of total assets at end of year2013-12-31$118,328,008
Value of total assets at beginning of year2013-12-31$104,272,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$956,662
Total interest from all sources2013-12-31$648
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$133,706
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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 end of year2013-12-31$200,000
Administrative expenses (other) incurred2013-12-31$750,097
Liabilities. Value of operating payables at end of year2013-12-31$293,835
Liabilities. Value of operating payables at beginning of year2013-12-31$279,969
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$12,049,468
Value of net assets at end of year (total assets less liabilities)2013-12-31$118,034,173
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$103,992,703
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$72,859
Interest earned on other investments2013-12-31$648
Value of interest in master investment trust accounts at end of year2013-12-31$114,659,219
Value of interest in master investment trust accounts at beginning of year2013-12-31$100,796,898
Value of interest in common/collective trusts at end of year2013-12-31$968,789
Value of interest in common/collective trusts at beginning of year2013-12-31$975,774
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
Contributions received in cash from employer2013-12-31$10,000,000
Employer contributions (assets) at end of year2013-12-31$2,500,000
Employer contributions (assets) at beginning of year2013-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,462,979
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 appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$988,017
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$279,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$172,900
Total income from all sources (including contributions)2012-12-31$19,269,953
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,132,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,233,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,043,818
Value of total assets at end of year2012-12-31$104,272,672
Value of total assets at beginning of year2012-12-31$94,040,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$898,676
Total interest from all sources2012-12-31$845
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$304,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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
Administrative expenses (other) incurred2012-12-31$518,838
Liabilities. Value of operating payables at end of year2012-12-31$279,969
Liabilities. Value of operating payables at beginning of year2012-12-31$172,900
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$9,137,477
Value of net assets at end of year (total assets less liabilities)2012-12-31$103,992,703
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$93,867,209
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$75,338
Interest earned on other investments2012-12-31$845
Value of interest in master investment trust accounts at end of year2012-12-31$100,796,898
Value of interest in master investment trust accounts at beginning of year2012-12-31$88,219,783
Value of interest in common/collective trusts at end of year2012-12-31$975,774
Value of interest in common/collective trusts at beginning of year2012-12-31$3,104,144
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$8,043,818
Employer contributions (assets) at end of year2012-12-31$2,500,000
Employer contributions (assets) at beginning of year2012-12-31$2,716,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,233,800
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 appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$901,745
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$172,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$125,816
Total income from all sources (including contributions)2011-12-31$15,534,460
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,395,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,503,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,966,182
Value of total assets at end of year2011-12-31$94,040,109
Value of total assets at beginning of year2011-12-31$81,952,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$892,904
Total interest from all sources2011-12-31$1,124
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$255,409
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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
Administrative expenses (other) incurred2011-12-31$576,520
Liabilities. Value of operating payables at end of year2011-12-31$172,900
Liabilities. Value of operating payables at beginning of year2011-12-31$125,816
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$11,138,519
Value of net assets at end of year (total assets less liabilities)2011-12-31$93,867,209
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$81,826,945
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$60,975
Interest earned on other investments2011-12-31$1,124
Value of interest in master investment trust accounts at end of year2011-12-31$88,219,783
Value of interest in master investment trust accounts at beginning of year2011-12-31$75,989,158
Value of interest in common/collective trusts at end of year2011-12-31$3,104,144
Value of interest in common/collective trusts at beginning of year2011-12-31$5,963,603
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$11,966,182
Employer contributions (assets) at end of year2011-12-31$2,716,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,503,037
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$367,198
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$125,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$58,890
Total income from all sources (including contributions)2010-12-31$14,399,729
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,625,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,968,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,786,325
Value of total assets at end of year2010-12-31$81,952,761
Value of total assets at beginning of year2010-12-31$70,744,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$657,683
Total interest from all sources2010-12-31$5,316
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$236,577
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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 beginning of year2010-12-31$44,307
Administrative expenses (other) incurred2010-12-31$359,504
Liabilities. Value of operating payables at end of year2010-12-31$125,816
Liabilities. Value of operating payables at beginning of year2010-12-31$58,890
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$10,773,922
Value of net assets at end of year (total assets less liabilities)2010-12-31$81,826,945
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$70,685,825
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$61,602
Interest earned on other investments2010-12-31$5,316
Value of interest in master investment trust accounts at end of year2010-12-31$75,989,158
Value of interest in master investment trust accounts at beginning of year2010-12-31$66,781,071
Value of interest in common/collective trusts at end of year2010-12-31$5,963,603
Value of interest in common/collective trusts at beginning of year2010-12-31$705,662
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$8,786,325
Employer contributions (assets) at beginning of year2010-12-31$3,213,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,968,124
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 appraiser2010-12-31Yes
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 name2010-12-31CCR, LLP
Accountancy firm EIN2010-12-31043069946
2009 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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 TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN

2023: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number202160
Policy instance 1
Insurance contract or identification number202160
Number of Individuals Covered561
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT

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