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RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER
Plan identification number 003

RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE HOSPITAL OF CENTRAL CONNECTICUT has sponsored the creation of one or more 401k plans.

Company Name:THE HOSPITAL OF CENTRAL CONNECTICUT
Employer identification number (EIN):060646768
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01
0032015-01-01
0032014-01-01LAPIERRE, MARK
0032013-01-01WILLIAM LOCKHART
0032012-01-01CAROLYN FREIHEIT
0032011-01-01RALPH BECKER
0032009-01-01BRIAN ROGOZ BRIAN ROGOZ2010-10-12

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER

Measure Date Value
2016: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2016 401k membership
Market value of plan assets2016-12-3133,558,866
Acturial value of plan assets2016-12-3135,587,622
Funding target for retired participants and beneficiaries receiving payment2016-12-3116,293,477
Number of terminated vested participants2016-12-31184
Fundng target for terminated vested participants2016-12-317,659,443
Active participant vested funding target2016-12-3110,535,670
Number of active participants2016-12-31114
Total funding liabilities for active participants2016-12-3110,609,260
Total participant count2016-12-31514
Total funding target for all participants2016-12-3134,562,180
Balance at beginning of prior year after applicable adjustments2016-12-31866,520
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31459,392
Amount remaining of carryover balance2016-12-31866,520
Amount remaining of prefunding balance2016-12-31459,392
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31860,628
Balance of prefunding at beginning of current year2016-12-31456,268
Total employer contributions2016-12-31290,000
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-31257,707
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-313,259
Unpaid minimum required contributions for all prior years2016-12-31257,707
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-31257,707
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31469,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31469,000
Carryover balance elected to use to offset funding requirement2016-12-31469,000
Prefunding balance elected to use to offset funding requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-313,259
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01513
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2015 401k membership
Total participants, beginning-of-year2015-01-01518
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-01203
Number of other retired or separated participants entitled to future benefits2015-01-01184
Total of all active and inactive participants2015-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2014 401k membership
Total participants, beginning-of-year2014-01-01526
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-01189
Number of other retired or separated participants entitled to future benefits2014-01-01201
Total of all active and inactive participants2014-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2013 401k membership
Total participants, beginning-of-year2013-01-01530
Total number of active participants reported on line 7a of the Form 55002013-01-01146
Number of retired or separated participants receiving benefits2013-01-01170
Number of other retired or separated participants entitled to future benefits2013-01-01196
Total of all active and inactive participants2013-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2012 401k membership
Total participants, beginning-of-year2012-01-01535
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Number of retired or separated participants receiving benefits2012-01-01162
Number of other retired or separated participants entitled to future benefits2012-01-01192
Total of all active and inactive participants2012-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2011 401k membership
Total participants, beginning-of-year2011-01-01541
Total number of active participants reported on line 7a of the Form 55002011-01-01178
Number of retired or separated participants receiving benefits2011-01-01150
Number of other retired or separated participants entitled to future benefits2011-01-01195
Total of all active and inactive participants2011-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2009 401k membership
Total participants, beginning-of-year2009-01-01563
Total number of active participants reported on line 7a of the Form 55002009-01-01209
Number of retired or separated participants receiving benefits2009-01-01132
Number of other retired or separated participants entitled to future benefits2009-01-01195
Total of all active and inactive participants2009-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER

Measure Date Value
2016 : RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2016 401k financial data
Total transfer of assets from this plan2016-12-31$33,482,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$409,543
Total income from all sources (including contributions)2016-12-31$2,010,586
Total of all expenses incurred2016-12-31$1,677,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,671,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$290,000
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$33,558,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,757
Total interest from all sources2016-12-31$68
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$333,304
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,149,323
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$5,757
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$33,224,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$334,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$334,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$68
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$290,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,671,525
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$409,543
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
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 name2016-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2016-12-31061648707
2015 : RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$409,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$299,228
Total income from all sources (including contributions)2015-12-31$-670,606
Total of all expenses incurred2015-12-31$1,615,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,605,668
Value of total assets at end of year2015-12-31$33,558,866
Value of total assets at beginning of year2015-12-31$35,735,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,270
Total interest from all sources2015-12-31$29
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,286,544
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,149,323
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,435,867
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$10,270
Value of interest in master investment trust accounts at end of year2015-12-31$33,224,169
Value of interest in master investment trust accounts at beginning of year2015-12-31$35,290,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$334,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$444,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$444,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$29
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,605,668
Liabilities. Value of benefit claims payable at end of year2015-12-31$409,543
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$299,228
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2015-12-31061648707
2014 : RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$299,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,847,967
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,681,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,416,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$640,000
Value of total assets at end of year2014-12-31$35,735,095
Value of total assets at beginning of year2014-12-31$35,268,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$264,506
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$25
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$254,574
Liabilities. Value of operating payables at end of year2014-12-31$299,228
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$166,963
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,435,867
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,268,904
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
Value of interest in master investment trust accounts at end of year2014-12-31$35,290,983
Value of interest in master investment trust accounts at beginning of year2014-12-31$34,544,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$444,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$307,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$307,088
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$640,000
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$417,000
Income. Dividends from preferred stock2014-12-31$25
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,416,498
Contract administrator fees2014-12-31$9,932
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2014-12-31061648707
2013 : RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,657,578
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,408,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,212,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$417,000
Value of total assets at end of year2013-12-31$35,268,904
Value of total assets at beginning of year2013-12-31$31,019,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$195,280
Total interest from all sources2013-12-31$33
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$163,137
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2
Administrative expenses (other) incurred2013-12-31$22,470
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$4,249,332
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,268,904
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,019,572
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$9,673
Value of interest in master investment trust accounts at end of year2013-12-31$34,544,814
Value of interest in master investment trust accounts at beginning of year2013-12-31$30,007,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$307,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$33
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$417,000
Employer contributions (assets) at end of year2013-12-31$417,000
Employer contributions (assets) at beginning of year2013-12-31$1,012,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,212,966
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SASLOW, LUFKIN & BUGGY, LLP
Accountancy firm EIN2013-12-31061533253
2012 : RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$63,658
Total income from all sources (including contributions)2012-12-31$3,820,170
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,166,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,143,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,350,000
Value of total assets at end of year2012-12-31$31,019,572
Value of total assets at beginning of year2012-12-31$28,429,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,936
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$105,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$105,975
Administrative expenses professional fees incurred2012-12-31$7,260
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$26,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$26,540
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$37,118
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$2,653,510
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,019,572
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,366,062
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$15,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,286,560
Value of interest in master investment trust accounts at end of year2012-12-31$30,007,072
Value of interest in common/collective trusts at beginning of year2012-12-31$2,261,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$704,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$704,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$732,029
Net investment gain or loss from common/collective trusts2012-12-31$240,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$1,350,000
Employer contributions (assets) at end of year2012-12-31$1,012,500
Employer contributions (assets) at beginning of year2012-12-31$1,150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,143,724
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
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 name2012-12-31SASLOW, LUFKIN & BUGGY, LLP
Accountancy firm EIN2012-12-31061533253
2011 : RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$63,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$70,788
Total income from all sources (including contributions)2011-12-31$1,586,489
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,170,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$983,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,900,000
Value of total assets at end of year2011-12-31$28,429,720
Value of total assets at beginning of year2011-12-31$28,021,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$187,483
Total interest from all sources2011-12-31$734
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$838,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$838,566
Administrative expenses professional fees incurred2011-12-31$128,345
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$26,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$25,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$26,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$25,687
Administrative expenses (other) incurred2011-12-31$49,178
Liabilities. Value of operating payables at end of year2011-12-31$37,118
Liabilities. Value of operating payables at beginning of year2011-12-31$45,101
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$415,523
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,366,062
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,950,539
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$9,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,286,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,026,979
Value of interest in common/collective trusts at end of year2011-12-31$2,261,890
Value of interest in common/collective trusts at beginning of year2011-12-31$2,539,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$704,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$262,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$262,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-891,536
Net investment gain or loss from common/collective trusts2011-12-31$-261,275
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$1,900,000
Employer contributions (assets) at end of year2011-12-31$1,150,000
Employer contributions (assets) at beginning of year2011-12-31$2,166,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$983,483
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
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 name2011-12-31SASLOW, LUFKIN & BUGGY LLP
Accountancy firm EIN2011-12-31061533253
2010 : RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$70,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$40,308
Total income from all sources (including contributions)2010-12-31$4,766,126
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,118,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$862,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,499,999
Value of total assets at end of year2010-12-31$28,021,327
Value of total assets at beginning of year2010-12-31$24,342,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$255,361
Total interest from all sources2010-12-31$476
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$684,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$684,858
Administrative expenses professional fees incurred2010-12-31$186,792
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$25,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$22,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$25,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$22,061
Administrative expenses (other) incurred2010-12-31$49,292
Liabilities. Value of operating payables at end of year2010-12-31$45,101
Liabilities. Value of operating payables at beginning of year2010-12-31$18,247
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$3,647,934
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,950,539
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,302,605
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$19,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,026,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,969,919
Value of interest in common/collective trusts at end of year2010-12-31$2,539,409
Value of interest in common/collective trusts at beginning of year2010-12-31$2,141,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$262,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$509,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$509,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,168,343
Net investment gain or loss from common/collective trusts2010-12-31$412,450
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$2,499,999
Employer contributions (assets) at end of year2010-12-31$2,166,666
Employer contributions (assets) at beginning of year2010-12-31$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$862,831
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SASLOW, LUFKIN & BUGGY LLP
Accountancy firm EIN2010-12-31061533253

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER

2016: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF BRADLEY MEMORIAL HOSPITAL AND HEALTH CENTER 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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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