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RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401k Plan overview

Plan NameRETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER
Plan identification number 003

RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

ENGLEWOOD HOSPITAL AND MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:ENGLEWOOD HOSPITAL AND MEDICAL CENTER
Employer identification number (EIN):221487173
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MARIA KINNEY
0032016-01-01MARIA KINNEY
0032015-01-01MARIA KINNEY
0032014-01-01MARIA KINNEY
0032013-01-01MARIA KINNEY
0032012-01-01MARIA KINNEY
0032011-01-01MARIA KINNEY
0032010-01-01MARIA KINNEY
0032009-01-01MARIA KINNEY

Plan Statistics for RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER

401k plan membership statisitcs for RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER

Measure Date Value
2023: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2023 401k membership
Total participants, beginning-of-year2023-01-013,894
Total number of active participants reported on line 7a of the Form 55002023-01-013,393
Number of retired or separated participants receiving benefits2023-01-0153
Number of other retired or separated participants entitled to future benefits2023-01-01580
Total of all active and inactive participants2023-01-014,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0117
Total participants2023-01-014,043
Number of participants with account balances2023-01-012,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0178
2022: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2022 401k membership
Total participants, beginning-of-year2022-01-013,755
Total number of active participants reported on line 7a of the Form 55002022-01-013,269
Number of retired or separated participants receiving benefits2022-01-0158
Number of other retired or separated participants entitled to future benefits2022-01-01552
Total of all active and inactive participants2022-01-013,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-013,894
Number of participants with account balances2022-01-012,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0170
2021: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2021 401k membership
Total participants, beginning-of-year2021-01-013,363
Total number of active participants reported on line 7a of the Form 55002021-01-013,152
Number of retired or separated participants receiving benefits2021-01-0153
Number of other retired or separated participants entitled to future benefits2021-01-01534
Total of all active and inactive participants2021-01-013,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0116
Total participants2021-01-013,755
Number of participants with account balances2021-01-012,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0182
2020: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2020 401k membership
Total participants, beginning-of-year2020-01-013,133
Total number of active participants reported on line 7a of the Form 55002020-01-012,799
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-01532
Total of all active and inactive participants2020-01-013,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-013,362
Number of participants with account balances2020-01-012,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0144
2019: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2019 401k membership
Total participants, beginning-of-year2019-01-013,512
Total number of active participants reported on line 7a of the Form 55002019-01-012,576
Number of retired or separated participants receiving benefits2019-01-0152
Number of other retired or separated participants entitled to future benefits2019-01-01494
Total of all active and inactive participants2019-01-013,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-013,133
Number of participants with account balances2019-01-012,325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0161
2018: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2018 401k membership
Total participants, beginning-of-year2018-01-013,457
Total number of active participants reported on line 7a of the Form 55002018-01-012,962
Number of retired or separated participants receiving benefits2018-01-0153
Number of other retired or separated participants entitled to future benefits2018-01-01489
Total of all active and inactive participants2018-01-013,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-013,512
Number of participants with account balances2018-01-012,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0145
2017: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2017 401k membership
Total participants, beginning-of-year2017-01-013,378
Total number of active participants reported on line 7a of the Form 55002017-01-012,899
Number of retired or separated participants receiving benefits2017-01-0141
Number of other retired or separated participants entitled to future benefits2017-01-01502
Total of all active and inactive participants2017-01-013,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-013,450
Number of participants with account balances2017-01-012,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2016 401k membership
Total participants, beginning-of-year2016-01-013,243
Total number of active participants reported on line 7a of the Form 55002016-01-012,796
Number of retired or separated participants receiving benefits2016-01-0138
Number of other retired or separated participants entitled to future benefits2016-01-01533
Total of all active and inactive participants2016-01-013,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-013,376
Number of participants with account balances2016-01-012,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2015 401k membership
Total participants, beginning-of-year2015-01-012,967
Total number of active participants reported on line 7a of the Form 55002015-01-012,641
Number of retired or separated participants receiving benefits2015-01-0136
Number of other retired or separated participants entitled to future benefits2015-01-01553
Total of all active and inactive participants2015-01-013,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-013,241
Number of participants with account balances2015-01-012,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2014 401k membership
Total participants, beginning-of-year2014-01-013,076
Total number of active participants reported on line 7a of the Form 55002014-01-012,376
Number of retired or separated participants receiving benefits2014-01-0130
Number of other retired or separated participants entitled to future benefits2014-01-01552
Total of all active and inactive participants2014-01-012,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-012,967
Number of participants with account balances2014-01-012,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2013 401k membership
Total participants, beginning-of-year2013-01-013,026
Total number of active participants reported on line 7a of the Form 55002013-01-012,490
Number of retired or separated participants receiving benefits2013-01-0126
Number of other retired or separated participants entitled to future benefits2013-01-01550
Total of all active and inactive participants2013-01-013,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-013,076
Number of participants with account balances2013-01-012,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2012 401k membership
Total participants, beginning-of-year2012-01-013,127
Total number of active participants reported on line 7a of the Form 55002012-01-012,422
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-01576
Total of all active and inactive participants2012-01-013,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-013,026
Number of participants with account balances2012-01-011,948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0128
2011: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2011 401k membership
Total participants, beginning-of-year2011-01-013,046
Total number of active participants reported on line 7a of the Form 55002011-01-012,527
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-01575
Total of all active and inactive participants2011-01-013,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-013,127
Number of participants with account balances2011-01-011,909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
2010: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2010 401k membership
Total participants, beginning-of-year2010-01-011,878
Total number of active participants reported on line 7a of the Form 55002010-01-012,563
Number of retired or separated participants receiving benefits2010-01-0116
Number of other retired or separated participants entitled to future benefits2010-01-01460
Total of all active and inactive participants2010-01-013,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-013,046
Number of participants with account balances2010-01-011,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2009 401k membership
Total participants, beginning-of-year2009-01-011,867
Total number of active participants reported on line 7a of the Form 55002009-01-011,393
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01472
Total of all active and inactive participants2009-01-011,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-011,878
Number of participants with account balances2009-01-011,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER

Measure Date Value
2023 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$70,411,893
Total of all expenses incurred2023-12-31$20,002,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$19,556,362
Expenses. Certain deemed distributions of participant loans2023-12-31$196,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$28,388,467
Value of total assets at end of year2023-12-31$294,046,808
Value of total assets at beginning of year2023-12-31$243,637,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$249,345
Total interest from all sources2023-12-31$80,176
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,556,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,556,822
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$20,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$16,591,252
Participant contributions at end of year2023-12-31$2,475,845
Participant contributions at beginning of year2023-12-31$2,712,536
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$7,205,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$23,649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$19,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$50,409,286
Value of net assets at end of year (total assets less liabilities)2023-12-31$294,046,808
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$243,637,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$291,133,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$240,593,702
Interest on participant loans2023-12-31$79,048
Interest earned on other investments2023-12-31$1,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$413,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$311,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$35,386,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,591,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$19,556,362
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-22,239,803
Total of all expenses incurred2022-12-31$19,792,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,482,163
Expenses. Certain deemed distributions of participant loans2022-12-31$138,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,514,047
Value of total assets at end of year2022-12-31$243,637,522
Value of total assets at beginning of year2022-12-31$285,670,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$171,782
Total interest from all sources2022-12-31$52,165
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,527,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,527,789
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$15,277,639
Participant contributions at end of year2022-12-31$2,712,536
Participant contributions at beginning of year2022-12-31$2,443,165
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,002,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$19,716
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$14,421
Administrative expenses (other) incurred2022-12-31$171,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-42,032,639
Value of net assets at end of year (total assets less liabilities)2022-12-31$243,637,522
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$285,670,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$240,593,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$282,965,800
Interest on participant loans2022-12-31$51,592
Interest earned on other investments2022-12-31$573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$311,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$246,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-47,333,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,233,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,482,163
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$55,717,957
Total of all expenses incurred2021-12-31$17,356,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,106,068
Expenses. Certain deemed distributions of participant loans2021-12-31$48,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,575,141
Value of total assets at end of year2021-12-31$285,670,161
Value of total assets at beginning of year2021-12-31$247,308,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$201,444
Total interest from all sources2021-12-31$55,912
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,093,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,093,717
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$14,748,826
Participant contributions at end of year2021-12-31$2,443,165
Participant contributions at beginning of year2021-12-31$2,327,316
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$805,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$14,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$16,839
Administrative expenses (other) incurred2021-12-31$201,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$38,361,954
Value of net assets at end of year (total assets less liabilities)2021-12-31$285,670,161
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$247,308,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$282,965,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$244,731,824
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$55,368
Interest earned on other investments2021-12-31$544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$246,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$232,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$31,993,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,020,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,106,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$45,633,250
Total of all expenses incurred2020-12-31$18,659,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,138,979
Expenses. Certain deemed distributions of participant loans2020-12-31$302,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,551,445
Value of total assets at end of year2020-12-31$247,308,207
Value of total assets at beginning of year2020-12-31$220,334,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$218,384
Total interest from all sources2020-12-31$72,367
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,610,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,610,171
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$13,914,967
Participant contributions at end of year2020-12-31$2,327,316
Participant contributions at beginning of year2020-12-31$2,760,235
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$763,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$16,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$24,918
Administrative expenses (other) incurred2020-12-31$218,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$26,973,743
Value of net assets at end of year (total assets less liabilities)2020-12-31$247,308,207
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$220,334,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$244,731,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$200,889,190
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,467,991
Interest on participant loans2020-12-31$71,865
Interest earned on other investments2020-12-31$502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$232,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$192,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,365,497
Net investment gain/loss from pooled separate accounts2020-12-31$-966,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,872,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,138,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$56,981,107
Total of all expenses incurred2019-12-31$13,598,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,103,793
Expenses. Certain deemed distributions of participant loans2019-12-31$276,190
Value of total corrective distributions2019-12-31$490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,070,061
Value of total assets at end of year2019-12-31$220,334,464
Value of total assets at beginning of year2019-12-31$176,952,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$218,245
Total interest from all sources2019-12-31$86,940
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,685,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,685,757
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$13,296,548
Participant contributions at end of year2019-12-31$2,760,235
Participant contributions at beginning of year2019-12-31$2,698,674
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,047,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$24,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$218,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$43,382,389
Value of net assets at end of year (total assets less liabilities)2019-12-31$220,334,464
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$176,952,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$200,889,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$159,009,448
Value of interest in pooled separate accounts at end of year2019-12-31$16,467,991
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,067,172
Interest on participant loans2019-12-31$86,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$192,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$176,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$32,138,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,726,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,103,793
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$9,577,360
Total of all expenses incurred2018-12-31$13,783,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,407,533
Expenses. Certain deemed distributions of participant loans2018-12-31$108,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,504,462
Value of total assets at end of year2018-12-31$176,952,075
Value of total assets at beginning of year2018-12-31$181,157,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$266,842
Total interest from all sources2018-12-31$36,640
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,678,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,678,267
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$12,060,031
Participant contributions at end of year2018-12-31$2,698,674
Participant contributions at beginning of year2018-12-31$2,320,892
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,029,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,594
Administrative expenses (other) incurred2018-12-31$266,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,205,655
Value of net assets at end of year (total assets less liabilities)2018-12-31$176,952,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$181,157,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$159,009,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$165,032,319
Value of interest in pooled separate accounts at end of year2018-12-31$15,067,172
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,611,821
Interest on participant loans2018-12-31$36,217
Interest earned on other investments2018-12-31$423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$176,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$180,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,841,501
Net investment gain/loss from pooled separate accounts2018-12-31$199,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,414,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,407,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$37,976,325
Total of all expenses incurred2017-12-31$6,595,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,282,268
Expenses. Certain deemed distributions of participant loans2017-12-31$117,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,902,422
Value of total assets at end of year2017-12-31$181,157,730
Value of total assets at beginning of year2017-12-31$149,777,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$196,004
Total interest from all sources2017-12-31$41,470
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,970,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,970,054
Administrative expenses professional fees incurred2017-12-31$2,753
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,879,368
Participant contributions at end of year2017-12-31$2,320,892
Participant contributions at beginning of year2017-12-31$2,086,892
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$894,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14,537
Administrative expenses (other) incurred2017-12-31$193,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$31,380,491
Value of net assets at end of year (total assets less liabilities)2017-12-31$181,157,730
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$149,777,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$165,032,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$133,711,430
Value of interest in pooled separate accounts at end of year2017-12-31$13,611,821
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,748,600
Interest on participant loans2017-12-31$40,598
Interest earned on other investments2017-12-31$872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$180,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$215,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,835,961
Net investment gain/loss from pooled separate accounts2017-12-31$226,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,128,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,282,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$25,347,611
Total of all expenses incurred2016-12-31$10,000,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,685,894
Expenses. Certain deemed distributions of participant loans2016-12-31$120,873
Value of total corrective distributions2016-12-31$273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,387,880
Value of total assets at end of year2016-12-31$149,777,239
Value of total assets at beginning of year2016-12-31$134,430,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$193,958
Total interest from all sources2016-12-31$31,102
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,390,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,390,855
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,124,986
Participant contributions at end of year2016-12-31$2,086,892
Participant contributions at beginning of year2016-12-31$1,943,354
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,270,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$11,329
Administrative expenses (other) incurred2016-12-31$193,958
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$15,346,613
Value of net assets at end of year (total assets less liabilities)2016-12-31$149,777,239
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$134,430,626
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$133,711,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$119,507,899
Value of interest in pooled separate accounts at end of year2016-12-31$13,748,600
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,803,088
Interest on participant loans2016-12-31$30,208
Interest earned on other investments2016-12-31$894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$215,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$164,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,211,682
Net investment gain/loss from pooled separate accounts2016-12-31$326,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$2,992,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,685,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$13,660,765
Total of all expenses incurred2015-12-31$7,075,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,667,320
Expenses. Certain deemed distributions of participant loans2015-12-31$179,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,377,746
Value of total assets at end of year2015-12-31$134,430,626
Value of total assets at beginning of year2015-12-31$127,845,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$229,289
Total interest from all sources2015-12-31$30,107
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,121,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,121,192
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,461,329
Participant contributions at end of year2015-12-31$1,943,354
Participant contributions at beginning of year2015-12-31$1,723,239
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$687,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$11,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,979
Administrative expenses (other) incurred2015-12-31$229,289
Total non interest bearing cash at beginning of year2015-12-31$31,220
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$6,584,891
Value of net assets at end of year (total assets less liabilities)2015-12-31$134,430,626
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$127,845,735
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$119,507,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$113,223,483
Value of interest in pooled separate accounts at end of year2015-12-31$12,803,088
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,793,337
Interest on participant loans2015-12-31$24,638
Interest earned on other investments2015-12-31$5,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$164,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$66,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,131,346
Net investment gain/loss from pooled separate accounts2015-12-31$263,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,228,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,667,320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2014 401k financial data
Total transfer of assets to this plan2014-12-31$0
Total income from all sources (including contributions)2014-12-31$19,861,477
Total of all expenses incurred2014-12-31$5,711,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,601,053
Expenses. Certain deemed distributions of participant loans2014-12-31$100,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,287,631
Value of total assets at end of year2014-12-31$127,845,735
Value of total assets at beginning of year2014-12-31$113,695,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,209
Total interest from all sources2014-12-31$26,667
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,962,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,962,938
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$8,469,487
Participant contributions at end of year2014-12-31$1,723,239
Participant contributions at beginning of year2014-12-31$1,711,606
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$826,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,542
Administrative expenses (other) incurred2014-12-31$10,209
Total non interest bearing cash at end of year2014-12-31$31,220
Total non interest bearing cash at beginning of year2014-12-31$8,841
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$14,150,213
Value of net assets at end of year (total assets less liabilities)2014-12-31$127,845,735
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$113,695,522
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$113,223,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$99,515,295
Value of interest in pooled separate accounts at end of year2014-12-31$12,793,337
Value of interest in pooled separate accounts at beginning of year2014-12-31$12,401,601
Interest on participant loans2014-12-31$26,058
Interest earned on other investments2014-12-31$609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$66,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$51,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,293,728
Net investment gain/loss from pooled separate accounts2014-12-31$290,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$2,991,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,601,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2013 401k financial data
Total transfer of assets to this plan2013-12-31$564,043
Total income from all sources (including contributions)2013-12-31$26,529,624
Total of all expenses incurred2013-12-31$6,512,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,336,557
Expenses. Certain deemed distributions of participant loans2013-12-31$157,846
Value of total corrective distributions2013-12-31$495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,680,538
Value of total assets at end of year2013-12-31$113,695,522
Value of total assets at beginning of year2013-12-31$93,114,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,486
Total interest from all sources2013-12-31$27,074
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,345,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,345,113
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$7,769,471
Participant contributions at end of year2013-12-31$1,711,606
Participant contributions at beginning of year2013-12-31$1,514,291
Participant contributions at beginning of year2013-12-31$173,449
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$414,255
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,504
Administrative expenses (other) incurred2013-12-31$17,486
Total non interest bearing cash at end of year2013-12-31$8,841
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$20,017,240
Value of net assets at end of year (total assets less liabilities)2013-12-31$113,695,522
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$93,114,239
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$99,515,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$78,748,643
Value of interest in pooled separate accounts at end of year2013-12-31$12,401,601
Value of interest in pooled separate accounts at beginning of year2013-12-31$12,583,721
Interest on participant loans2013-12-31$26,702
Interest earned on other investments2013-12-31$372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$51,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$35,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,178,648
Net investment gain/loss from pooled separate accounts2013-12-31$298,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$2,496,812
Employer contributions (assets) at beginning of year2013-12-31$52,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,336,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2012 401k financial data
Total transfer of assets to this plan2012-12-31$294,739
Total income from all sources (including contributions)2012-12-31$17,849,979
Total of all expenses incurred2012-12-31$8,026,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,919,505
Expenses. Certain deemed distributions of participant loans2012-12-31$80,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,529,786
Value of total assets at end of year2012-12-31$93,114,239
Value of total assets at beginning of year2012-12-31$82,995,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,234
Total interest from all sources2012-12-31$22,296
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,374,871
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$1,374,871
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,675,898
Participant contributions at end of year2012-12-31$1,514,291
Participant contributions at beginning of year2012-12-31$1,333,839
Participant contributions at end of year2012-12-31$173,449
Participant contributions at beginning of year2012-12-31$34,283
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$446,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,769
Administrative expenses (other) incurred2012-12-31$26,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,823,702
Value of net assets at end of year (total assets less liabilities)2012-12-31$93,114,239
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$82,995,798
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$78,748,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$67,081,480
Value of interest in pooled separate accounts at end of year2012-12-31$12,583,721
Value of interest in pooled separate accounts at beginning of year2012-12-31$14,344,387
Interest on participant loans2012-12-31$22,173
Interest earned on other investments2012-12-31$123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$35,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$31,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,569,186
Net investment gain/loss from pooled separate accounts2012-12-31$353,840
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$1,407,017
Employer contributions (assets) at end of year2012-12-31$52,467
Employer contributions (assets) at beginning of year2012-12-31$164,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,919,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
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 name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2011 401k financial data
Total transfer of assets to this plan2011-12-31$167,137
Total income from all sources (including contributions)2011-12-31$9,733,321
Total of all expenses incurred2011-12-31$5,864,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,526,503
Expenses. Certain deemed distributions of participant loans2011-12-31$187,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,415,439
Value of total assets at end of year2011-12-31$82,995,798
Value of total assets at beginning of year2011-12-31$78,959,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$150,258
Total interest from all sources2011-12-31$24,076
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,135,643
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$1,135,643
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,215,901
Participant contributions at end of year2011-12-31$1,333,839
Participant contributions at beginning of year2011-12-31$1,259,766
Participant contributions at end of year2011-12-31$34,283
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$643,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,769
Administrative expenses (other) incurred2011-12-31$150,258
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$3,869,259
Value of net assets at end of year (total assets less liabilities)2011-12-31$82,995,798
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$78,959,402
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$67,081,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$62,506,968
Value of interest in pooled separate accounts at end of year2011-12-31$14,344,387
Value of interest in pooled separate accounts at beginning of year2011-12-31$14,983,669
Interest on participant loans2011-12-31$24,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$31,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$208,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,275,049
Net investment gain/loss from pooled separate accounts2011-12-31$433,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$1,556,356
Employer contributions (assets) at end of year2011-12-31$164,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,526,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2010 401k financial data
Total transfer of assets to this plan2010-12-31$102,982
Total income from all sources (including contributions)2010-12-31$15,391,349
Total of all expenses incurred2010-12-31$4,585,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,196,505
Expenses. Certain deemed distributions of participant loans2010-12-31$266,939
Value of total corrective distributions2010-12-31$2,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,299,841
Value of total assets at end of year2010-12-31$78,959,402
Value of total assets at beginning of year2010-12-31$68,050,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$120,129
Total interest from all sources2010-12-31$32,325
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$926,585
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$926,585
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,969,921
Participant contributions at end of year2010-12-31$1,259,766
Participant contributions at beginning of year2010-12-31$1,168,033
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$231,387
Administrative expenses (other) incurred2010-12-31$120,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,805,698
Value of net assets at end of year (total assets less liabilities)2010-12-31$78,959,402
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$68,050,722
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$62,506,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$55,234,879
Value of interest in pooled separate accounts at end of year2010-12-31$14,983,669
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,475,453
Interest on participant loans2010-12-31$32,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$208,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$172,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,669,229
Net investment gain/loss from pooled separate accounts2010-12-31$456,767
Net investment gain or loss from common/collective trusts2010-12-31$6,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$2,098,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,196,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER

2023: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered2600
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered2497
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered2439
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered2401
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered2325
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered2253
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered2193
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered2132
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered2087
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered2046
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered1948
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered1909
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069228
Policy instance 1
Insurance contract or identification numberTA069228
Number of Individuals Covered1883
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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