BRIDGEPORT HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE MILFORD HOSPITAL PENSION PLAN
Measure | Date | Value |
---|
2022: THE MILFORD HOSPITAL PENSION PLAN 2022 401k membership |
---|
Market value of plan assets | 2022-09-30 | 89,196,946 |
Acturial value of plan assets | 2022-09-30 | 89,196,946 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-30 | 41,715,953 |
Number of terminated vested participants | 2022-09-30 | 258 |
Fundng target for terminated vested participants | 2022-09-30 | 13,281,079 |
Active participant vested funding target | 2022-09-30 | 14,105,597 |
Number of active participants | 2022-09-30 | 135 |
Total funding liabilities for active participants | 2022-09-30 | 14,105,597 |
Total participant count | 2022-09-30 | 764 |
Total funding target for all participants | 2022-09-30 | 69,102,629 |
Balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-30 | 6,200,000 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-30 | 0 |
Amount remaining of carryover balance | 2022-09-30 | 0 |
Amount remaining of prefunding balance | 2022-09-30 | 6,200,000 |
Present value of excess contributions | 2022-09-30 | 6,178,905 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-30 | 6,531,103 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-30 | 6,531,103 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-30 | 0 |
Balance of carryovers at beginning of current year | 2022-09-30 | 0 |
Balance of prefunding at beginning of current year | 2022-09-30 | 13,772,703 |
Total employer contributions | 2022-09-30 | 0 |
Total employee contributions | 2022-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-30 | 270,000 |
Net shortfall amortization installment of oustanding balance | 2022-09-30 | 0 |
Waiver amortization installment | 2022-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Additional cash requirement | 2022-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for all years | 2022-09-30 | 0 |
2021: THE MILFORD HOSPITAL PENSION PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-10-01 | 764 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
Total of all active and inactive participants | 2021-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
Total participants | 2021-10-01 | 0 |
Market value of plan assets | 2021-09-30 | 77,005,854 |
Acturial value of plan assets | 2021-09-30 | 77,005,854 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 41,686,001 |
Number of terminated vested participants | 2021-09-30 | 267 |
Fundng target for terminated vested participants | 2021-09-30 | 13,400,512 |
Active participant vested funding target | 2021-09-30 | 14,088,089 |
Number of active participants | 2021-09-30 | 148 |
Total funding liabilities for active participants | 2021-09-30 | 14,096,657 |
Total participant count | 2021-09-30 | 785 |
Total funding target for all participants | 2021-09-30 | 69,183,170 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 0 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 0 |
Present value of excess contributions | 2021-09-30 | 15,112,216 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 15,944,899 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 6,200,000 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 6,200,000 |
Total employer contributions | 2021-09-30 | 6,500,000 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 6,178,905 |
Liquidity shortfalls end of Q1 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 585,000 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 0 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 6,178,905 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: THE MILFORD HOSPITAL PENSION PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-10-01 | 785 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 135 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 345 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 256 |
Total of all active and inactive participants | 2020-10-01 | 736 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 28 |
Total participants | 2020-10-01 | 764 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
Market value of plan assets | 2020-09-30 | 61,099,150 |
Acturial value of plan assets | 2020-09-30 | 61,099,150 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 45,943,574 |
Number of terminated vested participants | 2020-09-30 | 278 |
Fundng target for terminated vested participants | 2020-09-30 | 12,892,789 |
Active participant vested funding target | 2020-09-30 | 16,054,448 |
Number of active participants | 2020-09-30 | 170 |
Total funding liabilities for active participants | 2020-09-30 | 16,064,111 |
Total participant count | 2020-09-30 | 803 |
Total funding target for all participants | 2020-09-30 | 74,900,474 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 45,467 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 0 |
Amount remaining of carryover balance | 2020-09-30 | 0 |
Amount remaining of prefunding balance | 2020-09-30 | 45,467 |
Present value of excess contributions | 2020-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 48,000 |
Balance of carryovers at beginning of current year | 2020-09-30 | 0 |
Balance of prefunding at beginning of current year | 2020-09-30 | 0 |
Total employer contributions | 2020-09-30 | 20,850,000 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 19,505,024 |
Liquidity shortfalls end of Q1 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 1,005,000 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 13,801,324 |
Waiver amortization installment | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 4,392,808 |
Carryover balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Additional cash requirement | 2020-09-30 | 4,392,808 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 19,505,024 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: THE MILFORD HOSPITAL PENSION PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-10-01 | 803 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 148 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 343 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 266 |
Total of all active and inactive participants | 2019-10-01 | 757 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 28 |
Total participants | 2019-10-01 | 785 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
Market value of plan assets | 2019-09-30 | 59,045,617 |
Acturial value of plan assets | 2019-09-30 | 59,045,617 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 38,327,391 |
Number of terminated vested participants | 2019-09-30 | 296 |
Fundng target for terminated vested participants | 2019-09-30 | 14,220,654 |
Active participant vested funding target | 2019-09-30 | 19,050,495 |
Number of active participants | 2019-09-30 | 187 |
Total funding liabilities for active participants | 2019-09-30 | 19,390,742 |
Total participant count | 2019-09-30 | 819 |
Total funding target for all participants | 2019-09-30 | 71,938,787 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 41,631 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 41,631 |
Present value of excess contributions | 2019-09-30 | 518 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 548 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 548 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 45,467 |
Total employer contributions | 2019-09-30 | 6,218,744 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 5,953,238 |
Liquidity shortfalls end of Q1 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 1,028,269 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 12,938,637 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 3,892,576 |
Additional cash requirement | 2019-09-30 | 3,892,576 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 5,953,238 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: THE MILFORD HOSPITAL PENSION PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-10-01 | 819 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 170 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 331 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 277 |
Total of all active and inactive participants | 2018-10-01 | 778 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 25 |
Total participants | 2018-10-01 | 803 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
Market value of plan assets | 2018-09-30 | 58,852,329 |
Acturial value of plan assets | 2018-09-30 | 58,852,329 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 34,017,717 |
Number of terminated vested participants | 2018-09-30 | 297 |
Fundng target for terminated vested participants | 2018-09-30 | 14,346,796 |
Active participant vested funding target | 2018-09-30 | 23,852,333 |
Number of active participants | 2018-09-30 | 226 |
Total funding liabilities for active participants | 2018-09-30 | 24,252,859 |
Total participant count | 2018-09-30 | 839 |
Total funding target for all participants | 2018-09-30 | 72,617,372 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 37,988 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
Amount remaining of carryover balance | 2018-09-30 | 0 |
Amount remaining of prefunding balance | 2018-09-30 | 37,988 |
Present value of excess contributions | 2018-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 41,631 |
Total employer contributions | 2018-09-30 | 3,868,740 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 3,625,510 |
Liquidity shortfalls end of Q1 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 957,426 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 13,806,674 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 3,624,992 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 3,624,992 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 3,625,510 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: THE MILFORD HOSPITAL PENSION PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-10-01 | 839 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 187 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 312 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 295 |
Total of all active and inactive participants | 2017-10-01 | 794 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 25 |
Total participants | 2017-10-01 | 819 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
Measure | Date | Value |
---|
2022 : THE MILFORD HOSPITAL PENSION PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2022-09-30 | $2,682 |
Total unrealized appreciation/depreciation of assets | 2022-09-30 | $2,682 |
Total transfer of assets from this plan | 2022-09-30 | $63,002,852 |
Total income from all sources (including contributions) | 2022-09-30 | $-18,720,940 |
Total of all expenses incurred | 2022-09-30 | $7,473,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $7,111,885 |
Value of total assets at end of year | 2022-09-30 | $0 |
Value of total assets at beginning of year | 2022-09-30 | $89,196,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $361,269 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-09-30 | $0 |
Administrative expenses professional fees incurred | 2022-09-30 | $25,920 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Administrative expenses (other) incurred | 2022-09-30 | $263,437 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Value of net income/loss | 2022-09-30 | $-26,194,094 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $89,196,946 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Investment advisory and management fees | 2022-09-30 | $71,912 |
Value of interest in master investment trust accounts at end of year | 2022-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-09-30 | $86,076,668 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-09-30 | $3,120,278 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-09-30 | $3,120,278 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $6,707 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $7,111,885 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-09-30 | No |
Did the plan have assets held for investment | 2022-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-09-30 | 390859910 |
2021 : THE MILFORD HOSPITAL PENSION PLAN 2021 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2021-09-30 | $-1,517 |
Total unrealized appreciation/depreciation of assets | 2021-09-30 | $-1,517 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $83,979 |
Total income from all sources (including contributions) | 2021-09-30 | $18,032,127 |
Total loss/gain on sale of assets | 2021-09-30 | $4,961 |
Total of all expenses incurred | 2021-09-30 | $6,186,537 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $5,582,443 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $6,500,000 |
Value of total assets at end of year | 2021-09-30 | $89,196,946 |
Value of total assets at beginning of year | 2021-09-30 | $77,435,335 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $604,094 |
Total interest from all sources | 2021-09-30 | $19 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Administrative expenses professional fees incurred | 2021-09-30 | $27,488 |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-09-30 | $599,589 |
Other income not declared elsewhere | 2021-09-30 | $500,000 |
Administrative expenses (other) incurred | 2021-09-30 | $563,830 |
Liabilities. Value of operating payables at end of year | 2021-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-09-30 | $83,979 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Value of net income/loss | 2021-09-30 | $11,845,590 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $89,196,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $77,351,356 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Investment advisory and management fees | 2021-09-30 | $12,776 |
Value of interest in master investment trust accounts at end of year | 2021-09-30 | $86,076,668 |
Value of interest in master investment trust accounts at beginning of year | 2021-09-30 | $57,935,746 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-09-30 | $3,120,278 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-09-30 | $19 |
Net investment gain or loss from common/collective trusts | 2021-09-30 | $1,263 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $6,500,000 |
Employer contributions (assets) at end of year | 2021-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2021-09-30 | $18,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $5,582,443 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-09-30 | No |
Did the plan have assets held for investment | 2021-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Aggregate proceeds on sale of assets | 2021-09-30 | $630,263 |
Aggregate carrying amount (costs) on sale of assets | 2021-09-30 | $625,302 |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Unqualified |
Accountancy firm name | 2021-09-30 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-09-30 | 390859910 |
2020 : THE MILFORD HOSPITAL PENSION PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2020-09-30 | $632 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-09-30 | $14,884 |
Total unrealized appreciation/depreciation of assets | 2020-09-30 | $15,516 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $83,979 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $2,970,194 |
Total income from all sources (including contributions) | 2020-09-30 | $25,007,596 |
Total loss/gain on sale of assets | 2020-09-30 | $471,458 |
Total of all expenses incurred | 2020-09-30 | $5,785,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $5,150,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $20,850,000 |
Value of total assets at end of year | 2020-09-30 | $77,435,335 |
Value of total assets at beginning of year | 2020-09-30 | $61,099,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $634,986 |
Total interest from all sources | 2020-09-30 | $24,044 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $176,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Assets. Real estate other than employer real property at beginning of year | 2020-09-30 | $6,159,404 |
Administrative expenses professional fees incurred | 2020-09-30 | $10,889 |
Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
Value of fidelity bond cover | 2020-09-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-09-30 | $599,589 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-09-30 | $8,163,562 |
Administrative expenses (other) incurred | 2020-09-30 | $602,052 |
Liabilities. Value of operating payables at end of year | 2020-09-30 | $83,979 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $19,222,402 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $77,351,356 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $58,128,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Investment advisory and management fees | 2020-09-30 | $22,045 |
Value of interest in master investment trust accounts at end of year | 2020-09-30 | $57,935,746 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-09-30 | $1,870,207 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-09-30 | $1,870,207 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-09-30 | $24,044 |
Asset value of US Government securities at beginning of year | 2020-09-30 | $4,995,584 |
Net investment gain or loss from common/collective trusts | 2020-09-30 | $2,429 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Contributions received in cash from employer | 2020-09-30 | $20,850,000 |
Employer contributions (assets) at end of year | 2020-09-30 | $18,900,000 |
Employer contributions (assets) at beginning of year | 2020-09-30 | $3,500,000 |
Income. Dividends from common stock | 2020-09-30 | $176,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $5,150,208 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-09-30 | $3,845,702 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-09-30 | No |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-09-30 | $32,564,689 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-09-30 | $2,970,194 |
Did the plan have assets held for investment | 2020-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Aggregate proceeds on sale of assets | 2020-09-30 | $10,019,132 |
Aggregate carrying amount (costs) on sale of assets | 2020-09-30 | $9,547,674 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Unqualified |
Accountancy firm name | 2020-09-30 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-09-30 | 390859910 |
2019 : THE MILFORD HOSPITAL PENSION PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-09-30 | $1,968,317 |
Total unrealized appreciation/depreciation of assets | 2019-09-30 | $1,968,317 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $2,970,194 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $2,970,194 |
Total income from all sources (including contributions) | 2019-09-30 | $8,423,854 |
Total loss/gain on sale of assets | 2019-09-30 | $-1,176,872 |
Total of all expenses incurred | 2019-09-30 | $9,412,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $8,869,782 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $6,218,744 |
Value of total assets at end of year | 2019-09-30 | $61,099,148 |
Value of total assets at beginning of year | 2019-09-30 | $62,088,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $542,926 |
Total interest from all sources | 2019-09-30 | $632,397 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $524,793 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Assets. Real estate other than employer real property at end of year | 2019-09-30 | $6,159,404 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-09-30 | $8,163,562 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-09-30 | $17,857,455 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $93,277 |
Other income not declared elsewhere | 2019-09-30 | $256,475 |
Administrative expenses (other) incurred | 2019-09-30 | $168,031 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $-988,854 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $58,128,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $59,117,808 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Investment advisory and management fees | 2019-09-30 | $209,656 |
Interest earned on other investments | 2019-09-30 | $374,623 |
Income. Interest from US Government securities | 2019-09-30 | $93,252 |
Income. Interest from corporate debt instruments | 2019-09-30 | $129,407 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-09-30 | $1,870,207 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-09-30 | $1,087,613 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-09-30 | $1,087,613 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-09-30 | $35,115 |
Asset value of US Government securities at end of year | 2019-09-30 | $4,995,584 |
Asset value of US Government securities at beginning of year | 2019-09-30 | $5,264,184 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Contributions received in cash from employer | 2019-09-30 | $6,218,744 |
Employer contributions (assets) at end of year | 2019-09-30 | $3,500,000 |
Employer contributions (assets) at beginning of year | 2019-09-30 | $2,336,223 |
Income. Dividends from common stock | 2019-09-30 | $524,793 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $8,869,782 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-09-30 | $3,845,702 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-09-30 | $4,305,755 |
Contract administrator fees | 2019-09-30 | $165,239 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-09-30 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-09-30 | $32,564,689 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-09-30 | $31,143,495 |
Liabilities. Value of benefit claims payable at end of year | 2019-09-30 | $2,970,194 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-09-30 | $2,970,194 |
Did the plan have assets held for investment | 2019-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Aggregate proceeds on sale of assets | 2019-09-30 | $44,102,791 |
Aggregate carrying amount (costs) on sale of assets | 2019-09-30 | $45,279,663 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Unqualified |
Accountancy firm name | 2019-09-30 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2019-09-30 | 390859910 |
2018 : THE MILFORD HOSPITAL PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-09-30 | $3,258,789 |
Total unrealized appreciation/depreciation of assets | 2018-09-30 | $3,258,789 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $2,970,194 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $2,722,635 |
Total income from all sources (including contributions) | 2018-09-30 | $8,476,114 |
Total loss/gain on sale of assets | 2018-09-30 | $0 |
Total of all expenses incurred | 2018-09-30 | $8,296,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $7,268,533 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $3,868,740 |
Value of total assets at end of year | 2018-09-30 | $62,088,002 |
Value of total assets at beginning of year | 2018-09-30 | $61,661,131 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $1,028,269 |
Total interest from all sources | 2018-09-30 | $834,149 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $432,239 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Administrative expenses professional fees incurred | 2018-09-30 | $47,054 |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-09-30 | $17,857,455 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-09-30 | $17,448,508 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-09-30 | $247,559 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $93,277 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $1,114,886 |
Other income not declared elsewhere | 2018-09-30 | $82,197 |
Administrative expenses (other) incurred | 2018-09-30 | $594,205 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $179,312 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $59,117,808 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $58,938,496 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Investment advisory and management fees | 2018-09-30 | $387,010 |
Interest earned on other investments | 2018-09-30 | $574,904 |
Income. Interest from US Government securities | 2018-09-30 | $96,242 |
Income. Interest from corporate debt instruments | 2018-09-30 | $145,930 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-09-30 | $1,087,613 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-09-30 | $1,439,103 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-09-30 | $1,439,103 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-09-30 | $17,073 |
Asset value of US Government securities at end of year | 2018-09-30 | $5,264,184 |
Asset value of US Government securities at beginning of year | 2018-09-30 | $6,379,429 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contributions received in cash from employer | 2018-09-30 | $3,868,740 |
Employer contributions (assets) at end of year | 2018-09-30 | $2,336,223 |
Employer contributions (assets) at beginning of year | 2018-09-30 | $1,749,953 |
Income. Dividends from common stock | 2018-09-30 | $432,239 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $7,020,974 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-09-30 | $4,305,755 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-09-30 | $4,720,416 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-09-30 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-09-30 | $31,143,495 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-09-30 | $28,808,836 |
Liabilities. Value of benefit claims payable at end of year | 2018-09-30 | $2,970,194 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-09-30 | $2,722,635 |
Did the plan have assets held for investment | 2018-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Disclaimer |
Accountancy firm name | 2018-09-30 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-09-30 | 390859910 |