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CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 401k Plan overview

Plan NameCASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL
Plan identification number 001

CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BUTLER HEALTHCARE PROVIDERS has sponsored the creation of one or more 401k plans.

Company Name:BUTLER HEALTHCARE PROVIDERS
Employer identification number (EIN):250965274
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about BUTLER HEALTHCARE PROVIDERS

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 628293

More information about BUTLER HEALTHCARE PROVIDERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL SCHERRAH2024-10-15
0012022-01-01TRACY MYERS2023-10-16
0012021-01-01ERIC HUSS2022-11-17
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS GENEVRO
0012016-01-01THOMAS GENEVRO
0012015-01-01ANNE B KREBS
0012015-01-01THOMAS GENEVRO
0012014-01-01ANNE B KREBS
0012014-01-01THOMAS GENEVRO
0012013-01-01THOMAS GENEVRO
0012012-01-01THOMAS GENEVRO
0012011-01-01THOMAS GENEVRO
0012009-01-01ANNE B KREBS
0012009-01-01ANNE B KREBS

Plan Statistics for CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL

401k plan membership statisitcs for CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL

Measure Date Value
2023: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2023 401k membership
Total participants, beginning-of-year2023-01-011,970
Total number of active participants reported on line 7a of the Form 55002023-01-011,227
Number of retired or separated participants receiving benefits2023-01-01214
Number of other retired or separated participants entitled to future benefits2023-01-01571
Total of all active and inactive participants2023-01-012,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0120
Total participants2023-01-012,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0122
2022: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2022 401k membership
Market value of plan assets2022-12-3185,994,875
Acturial value of plan assets2022-12-3182,543,061
Funding target for retired participants and beneficiaries receiving payment2022-12-3110,945,142
Number of terminated vested participants2022-12-31492
Fundng target for terminated vested participants2022-12-3110,781,858
Active participant vested funding target2022-12-3135,825,794
Number of active participants2022-12-311,283
Total funding liabilities for active participants2022-12-3135,825,794
Total participant count2022-12-311,992
Total funding target for all participants2022-12-3157,552,794
Prefunding balance at beginning of prior year after applicable adjustments2022-12-317,681,572
Amount remaining of prefunding balance2022-12-317,681,572
Present value of excess contributions2022-12-311,805,291
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,904,943
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of prefunding at beginning of current year2022-12-318,463,556
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-311,904,943
Unpaid minimum required contributions for all prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,364,403
Contributions allocatedtoward minimum required contributions for current year2022-12-311,904,943
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,937
Total number of active participants reported on line 7a of the Form 55002022-01-011,229
Number of retired or separated participants receiving benefits2022-01-01206
Number of other retired or separated participants entitled to future benefits2022-01-01516
Total of all active and inactive participants2022-01-011,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-011,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2021 401k membership
Market value of plan assets2021-12-3183,766,154
Acturial value of plan assets2021-12-3179,011,148
Funding target for retired participants and beneficiaries receiving payment2021-12-3111,217,603
Number of terminated vested participants2021-12-31451
Fundng target for terminated vested participants2021-12-319,827,754
Active participant vested funding target2021-12-3135,742,073
Number of active participants2021-12-311,324
Total funding liabilities for active participants2021-12-3136,376,518
Total participant count2021-12-312,000
Total funding target for all participants2021-12-3157,421,875
Prefunding balance at beginning of prior year after applicable adjustments2021-12-316,916,596
Amount remaining of prefunding balance2021-12-316,916,596
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of prefunding at beginning of current year2021-12-317,681,572
Total employer contributions2021-12-311,970,000
Total employee contributions2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,805,291
Minimum required contributions for current year target normal cost2021-12-312,163,383
Contributions allocatedtoward minimum required contributions for current year2021-12-311,805,291
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,933
Total number of active participants reported on line 7a of the Form 55002021-01-011,234
Number of retired or separated participants receiving benefits2021-01-01202
Number of other retired or separated participants entitled to future benefits2021-01-01477
Total of all active and inactive participants2021-01-011,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-011,937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0138
2020: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2020 401k membership
Market value of plan assets2020-12-3179,400,078
Acturial value of plan assets2020-12-3177,565,165
Funding target for retired participants and beneficiaries receiving payment2020-12-3111,066,013
Number of terminated vested participants2020-12-31403
Fundng target for terminated vested participants2020-12-319,690,799
Active participant vested funding target2020-12-3137,728,821
Number of active participants2020-12-311,346
Total funding liabilities for active participants2020-12-3138,318,170
Total participant count2020-12-311,973
Total funding target for all participants2020-12-3159,074,982
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-315,951,808
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-315,951,808
Present value of excess contributions2020-12-312,321,375
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,448,818
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-316,916,596
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,081,778
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,890
Total number of active participants reported on line 7a of the Form 55002020-01-011,262
Number of retired or separated participants receiving benefits2020-01-01212
Number of other retired or separated participants entitled to future benefits2020-01-01437
Total of all active and inactive participants2020-01-011,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0122
Total participants2020-01-011,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0138
2019: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2019 401k membership
Market value of plan assets2019-12-3168,439,571
Acturial value of plan assets2019-12-3172,073,617
Funding target for retired participants and beneficiaries receiving payment2019-12-3110,682,513
Number of terminated vested participants2019-12-31382
Fundng target for terminated vested participants2019-12-319,907,598
Active participant vested funding target2019-12-3136,625,278
Number of active participants2019-12-311,289
Total funding liabilities for active participants2019-12-3137,202,307
Total participant count2019-12-311,890
Total funding target for all participants2019-12-3157,792,418
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-316,243,374
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-316,243,374
Present value of excess contributions2019-12-314,016,152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,242,261
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-315,951,808
Total employer contributions2019-12-312,532,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,321,375
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,268,766
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-312,321,375
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,837
Total number of active participants reported on line 7a of the Form 55002019-01-011,270
Number of retired or separated participants receiving benefits2019-01-01211
Number of other retired or separated participants entitled to future benefits2019-01-01394
Total of all active and inactive participants2019-01-011,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-011,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2018 401k membership
Market value of plan assets2018-12-3174,864,042
Acturial value of plan assets2018-12-3171,852,018
Funding target for retired participants and beneficiaries receiving payment2018-12-3110,205,904
Number of terminated vested participants2018-12-31385
Fundng target for terminated vested participants2018-12-3110,126,940
Active participant vested funding target2018-12-3135,658,269
Number of active participants2018-12-311,273
Total funding liabilities for active participants2018-12-3136,181,050
Total participant count2018-12-311,882
Total funding target for all participants2018-12-3156,513,894
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-315,515,348
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-315,515,348
Present value of excess contributions2018-12-313,511,329
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,716,039
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-316,243,374
Total employer contributions2018-12-314,390,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-314,016,152
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,128,647
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-314,016,152
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,818
Total number of active participants reported on line 7a of the Form 55002018-01-011,242
Number of retired or separated participants receiving benefits2018-01-01206
Number of other retired or separated participants entitled to future benefits2018-01-01374
Total of all active and inactive participants2018-01-011,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-011,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2017 401k membership
Market value of plan assets2017-12-3168,163,264
Acturial value of plan assets2017-12-3169,434,344
Funding target for retired participants and beneficiaries receiving payment2017-12-318,835,012
Number of terminated vested participants2017-12-31416
Fundng target for terminated vested participants2017-12-3110,304,154
Active participant vested funding target2017-12-3134,445,358
Number of active participants2017-12-311,243
Total funding liabilities for active participants2017-12-3135,032,489
Total participant count2017-12-311,879
Total funding target for all participants2017-12-3154,171,655
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-315,133,421
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-315,133,421
Present value of excess contributions2017-12-312,733,973
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,899,105
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-315,515,348
Total employer contributions2017-12-313,850,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,511,328
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,070,195
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-313,511,328
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,815
Total number of active participants reported on line 7a of the Form 55002017-01-011,215
Number of retired or separated participants receiving benefits2017-01-01210
Number of other retired or separated participants entitled to future benefits2017-01-01377
Total of all active and inactive participants2017-01-011,802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-011,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2016 401k membership
Market value of plan assets2016-12-3164,329,067
Acturial value of plan assets2016-12-3167,303,710
Funding target for retired participants and beneficiaries receiving payment2016-12-318,378,374
Number of terminated vested participants2016-12-31492
Fundng target for terminated vested participants2016-12-319,797,277
Active participant vested funding target2016-12-3132,617,979
Number of active participants2016-12-311,218
Total funding liabilities for active participants2016-12-3133,274,377
Total participant count2016-12-311,925
Total funding target for all participants2016-12-3151,450,028
Prefunding balance at beginning of prior year after applicable adjustments2016-12-315,181,610
Amount remaining of prefunding balance2016-12-315,181,610
Present value of excess contributions2016-12-314,088,742
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-314,343,880
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-315,133,421
Total employer contributions2016-12-313,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,733,973
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,909,018
Contributions allocatedtoward minimum required contributions for current year2016-12-312,733,973
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-011,848
Total number of active participants reported on line 7a of the Form 55002016-01-011,182
Number of retired or separated participants receiving benefits2016-01-01209
Number of other retired or separated participants entitled to future benefits2016-01-01411
Total of all active and inactive participants2016-01-011,802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-011,815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-011,808
Total number of active participants reported on line 7a of the Form 55002015-01-011,148
Number of retired or separated participants receiving benefits2015-01-01205
Number of other retired or separated participants entitled to future benefits2015-01-01483
Total of all active and inactive participants2015-01-011,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-011,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-011,857
Total number of active participants reported on line 7a of the Form 55002014-01-011,107
Number of retired or separated participants receiving benefits2014-01-01205
Number of other retired or separated participants entitled to future benefits2014-01-01484
Total of all active and inactive participants2014-01-011,796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-011,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-011,823
Total number of active participants reported on line 7a of the Form 55002013-01-011,113
Number of retired or separated participants receiving benefits2013-01-01209
Number of other retired or separated participants entitled to future benefits2013-01-01527
Total of all active and inactive participants2013-01-011,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-011,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-011,813
Total number of active participants reported on line 7a of the Form 55002012-01-011,078
Number of retired or separated participants receiving benefits2012-01-01204
Number of other retired or separated participants entitled to future benefits2012-01-01533
Total of all active and inactive participants2012-01-011,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-011,823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-011,795
Total number of active participants reported on line 7a of the Form 55002011-01-011,074
Number of retired or separated participants receiving benefits2011-01-01204
Number of other retired or separated participants entitled to future benefits2011-01-01529
Total of all active and inactive participants2011-01-011,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-011,813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-011,736
Total number of active participants reported on line 7a of the Form 55002009-01-011,070
Number of retired or separated participants receiving benefits2009-01-01203
Number of other retired or separated participants entitled to future benefits2009-01-01488
Total of all active and inactive participants2009-01-011,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-011,766
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0126

Financial Data on CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL

Measure Date Value
2023 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$4,746,023
Total unrealized appreciation/depreciation of assets2023-12-31$4,746,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$44,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$577,590
Total income from all sources (including contributions)2023-12-31$8,055,757
Total of all expenses incurred2023-12-31$6,174,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,725,727
Value of total assets at end of year2023-12-31$73,160,677
Value of total assets at beginning of year2023-12-31$71,811,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$448,300
Total interest from all sources2023-12-31$3,309,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2023-12-31$10,007,867
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$9,989,573
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$549,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$44,938
Administrative expenses (other) incurred2023-12-31$375,137
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$577,590
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$1,881,730
Value of net assets at end of year (total assets less liabilities)2023-12-31$73,115,739
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$71,234,009
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$25,820,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$21,708,197
Interest earned on other investments2023-12-31$3,309,734
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$1,470,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,085,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,564,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,564,060
Asset value of US Government securities at end of year2023-12-31$8,173,526
Asset value of US Government securities at beginning of year2023-12-31$9,607,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,725,727
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$27,523,616
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$27,471,119
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 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$577,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$401,356
Total income from all sources (including contributions)2022-12-31$-6,350,010
Total loss/gain on sale of assets2022-12-31$-3,444,320
Total of all expenses incurred2022-12-31$6,104,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,561,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,970,000
Value of total assets at end of year2022-12-31$71,811,599
Value of total assets at beginning of year2022-12-31$84,089,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$543,095
Total interest from all sources2022-12-31$287,701
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$745,870
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$745,870
Administrative expenses professional fees incurred2022-12-31$127,133
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,989,573
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$51,328
Administrative expenses (other) incurred2022-12-31$163,830
Liabilities. Value of operating payables at end of year2022-12-31$577,590
Liabilities. Value of operating payables at beginning of year2022-12-31$401,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,454,567
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,234,009
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$83,688,576
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
Investment advisory and management fees2022-12-31$252,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,708,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Interest earned on other investments2022-12-31$7,473
Income. Interest from US Government securities2022-12-31$18,188
Income. Interest from corporate debt instruments2022-12-31$158,064
Value of interest in master investment trust accounts at end of year2022-12-31$1,470,930
Value of interest in master investment trust accounts at beginning of year2022-12-31$84,038,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,564,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$103,976
Asset value of US Government securities at end of year2022-12-31$9,607,720
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,357,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,970,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,561,462
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$27,471,119
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2022-12-31$62,232,214
Aggregate carrying amount (costs) on sale of assets2022-12-31$65,676,534
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$401,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$387,046
Total income from all sources (including contributions)2021-12-31$8,522,525
Total of all expenses incurred2021-12-31$8,213,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,511,447
Value of total assets at end of year2021-12-31$84,089,932
Value of total assets at beginning of year2021-12-31$83,766,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$701,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$139,046
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$51,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$50,879
Administrative expenses (other) incurred2021-12-31$170,858
Liabilities. Value of operating payables at end of year2021-12-31$401,356
Liabilities. Value of operating payables at beginning of year2021-12-31$387,046
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$309,468
Value of net assets at end of year (total assets less liabilities)2021-12-31$83,688,576
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$83,379,108
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
Investment advisory and management fees2021-12-31$391,706
Value of interest in master investment trust accounts at end of year2021-12-31$84,038,604
Value of interest in master investment trust accounts at beginning of year2021-12-31$83,715,275
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,511,447
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$387,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$336,974
Total income from all sources (including contributions)2020-12-31$8,723,484
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,490,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,839,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$83,766,154
Value of total assets at beginning of year2020-12-31$79,483,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$651,075
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$651,075
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$50,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$68,236
Liabilities. Value of operating payables at end of year2020-12-31$387,046
Liabilities. Value of operating payables at beginning of year2020-12-31$336,974
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$4,232,823
Value of net assets at end of year (total assets less liabilities)2020-12-31$83,379,108
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$79,146,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$83,715,275
Value of interest in master investment trust accounts at beginning of year2020-12-31$76,883,023
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,532,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,839,586
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2020-12-31BLUE & CO., LLC
Accountancy firm EIN2020-12-31351178661
2019 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$336,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$336,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$76,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$76,603
Total income from all sources (including contributions)2019-12-31$13,373,742
Total income from all sources (including contributions)2019-12-31$13,373,742
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,738,163
Total of all expenses incurred2019-12-31$2,738,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,153,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,153,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,532,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,532,000
Value of total assets at end of year2019-12-31$79,483,259
Value of total assets at end of year2019-12-31$79,483,259
Value of total assets at beginning of year2019-12-31$68,587,309
Value of total assets at beginning of year2019-12-31$68,587,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$584,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$584,855
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$584,855
Administrative expenses professional fees incurred2019-12-31$584,855
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$68,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$68,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$68,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$68,682
Liabilities. Value of operating payables at end of year2019-12-31$336,974
Liabilities. Value of operating payables at end of year2019-12-31$336,974
Liabilities. Value of operating payables at beginning of year2019-12-31$76,603
Liabilities. Value of operating payables at beginning of year2019-12-31$76,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,635,579
Value of net income/loss2019-12-31$10,635,579
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,146,285
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,146,285
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,510,706
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,510,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$76,883,023
Value of interest in master investment trust accounts at end of year2019-12-31$76,883,023
Value of interest in master investment trust accounts at beginning of year2019-12-31$64,128,627
Value of interest in master investment trust accounts at beginning of year2019-12-31$64,128,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,532,000
Contributions received in cash from employer2019-12-31$2,532,000
Employer contributions (assets) at end of year2019-12-31$2,532,000
Employer contributions (assets) at end of year2019-12-31$2,532,000
Employer contributions (assets) at beginning of year2019-12-31$4,390,000
Employer contributions (assets) at beginning of year2019-12-31$4,390,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,153,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,153,308
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUE & CO., LLC
Accountancy firm name2019-12-31BLUE & CO., LLC
Accountancy firm EIN2019-12-31351178661
Accountancy firm EIN2019-12-31351178661
2018 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$76,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$69,327
Total income from all sources (including contributions)2018-12-31$1,429,631
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,847,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,351,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,390,000
Value of total assets at end of year2018-12-31$68,587,309
Value of total assets at beginning of year2018-12-31$74,998,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$496,029
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$496,029
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$68,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$262,564
Liabilities. Value of operating payables at end of year2018-12-31$76,603
Liabilities. Value of operating payables at beginning of year2018-12-31$69,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,417,971
Value of net assets at end of year (total assets less liabilities)2018-12-31$68,510,706
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$74,928,677
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 master investment trust accounts at end of year2018-12-31$64,128,627
Value of interest in master investment trust accounts at beginning of year2018-12-31$70,885,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,390,000
Employer contributions (assets) at end of year2018-12-31$4,390,000
Employer contributions (assets) at beginning of year2018-12-31$3,850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,351,573
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUE & CO., LLC
Accountancy firm EIN2018-12-31351178661
2017 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$69,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$79,068
Total income from all sources (including contributions)2017-12-31$12,547,398
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,803,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,335,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,850,000
Value of total assets at end of year2017-12-31$74,998,004
Value of total assets at beginning of year2017-12-31$68,264,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$468,568
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$468,568
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$262,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$57,568
Liabilities. Value of operating payables at end of year2017-12-31$69,327
Liabilities. Value of operating payables at beginning of year2017-12-31$79,068
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,743,585
Value of net assets at end of year (total assets less liabilities)2017-12-31$74,928,677
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$68,185,092
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 master investment trust accounts at end of year2017-12-31$70,885,440
Value of interest in master investment trust accounts at beginning of year2017-12-31$65,206,592
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,850,000
Employer contributions (assets) at end of year2017-12-31$3,850,000
Employer contributions (assets) at beginning of year2017-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,335,245
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2017-12-31BLUE & CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$79,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$86,689
Total income from all sources (including contributions)2016-12-31$7,713,612
Total of all expenses incurred2016-12-31$3,927,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,448,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,000,000
Value of total assets at end of year2016-12-31$68,264,160
Value of total assets at beginning of year2016-12-31$64,485,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$478,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$18,197
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$57,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$53,589
Administrative expenses (other) incurred2016-12-31$210,809
Liabilities. Value of operating payables at end of year2016-12-31$79,068
Liabilities. Value of operating payables at beginning of year2016-12-31$86,689
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$3,786,593
Value of net assets at end of year (total assets less liabilities)2016-12-31$68,185,092
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$64,398,499
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 master investment trust accounts at end of year2016-12-31$65,206,592
Value of interest in master investment trust accounts at beginning of year2016-12-31$59,931,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,000,000
Employer contributions (assets) at end of year2016-12-31$3,000,000
Employer contributions (assets) at beginning of year2016-12-31$4,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,448,129
Contract administrator fees2016-12-31$249,884
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 name2016-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2016-12-31550486667
2015 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$86,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$73,150
Total income from all sources (including contributions)2015-12-31$4,157,112
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,284,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,859,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,500,000
Value of total assets at end of year2015-12-31$64,485,188
Value of total assets at beginning of year2015-12-31$64,599,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$425,404
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$27,383
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$53,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$67,891
Administrative expenses (other) incurred2015-12-31$163,298
Liabilities. Value of operating payables at end of year2015-12-31$86,689
Liabilities. Value of operating payables at beginning of year2015-12-31$73,150
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$133,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-127,508
Value of net assets at end of year (total assets less liabilities)2015-12-31$64,398,499
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$64,526,007
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 master investment trust accounts at end of year2015-12-31$59,931,599
Value of interest in master investment trust accounts at beginning of year2015-12-31$62,562,282
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$4,500,000
Employer contributions (assets) at end of year2015-12-31$4,500,000
Employer contributions (assets) at beginning of year2015-12-31$1,835,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,859,216
Contract administrator fees2015-12-31$234,723
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 name2015-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2015-12-31550486667
2014 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$73,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$81,312
Total income from all sources (including contributions)2014-12-31$6,608,977
Total of all expenses incurred2014-12-31$5,195,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,734,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,835,000
Value of total assets at end of year2014-12-31$64,599,157
Value of total assets at beginning of year2014-12-31$63,194,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$461,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$25,732
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$67,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$65,251
Administrative expenses (other) incurred2014-12-31$217,762
Liabilities. Value of operating payables at end of year2014-12-31$73,150
Liabilities. Value of operating payables at beginning of year2014-12-31$81,312
Total non interest bearing cash at end of year2014-12-31$133,984
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$1,413,006
Value of net assets at end of year (total assets less liabilities)2014-12-31$64,526,007
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$63,113,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$62,562,282
Value of interest in master investment trust accounts at beginning of year2014-12-31$58,176,605
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$1,835,000
Employer contributions (assets) at end of year2014-12-31$1,835,000
Employer contributions (assets) at beginning of year2014-12-31$4,952,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,734,185
Contract administrator fees2014-12-31$218,292
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 name2014-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2014-12-31550486667
2013 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$81,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$165,641
Total income from all sources (including contributions)2013-12-31$16,463,911
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,884,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,411,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,452,829
Value of total assets at end of year2013-12-31$63,194,313
Value of total assets at beginning of year2013-12-31$50,698,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$472,867
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$24,959
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$65,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$43,924
Administrative expenses (other) incurred2013-12-31$232,399
Liabilities. Value of operating payables at end of year2013-12-31$81,312
Liabilities. Value of operating payables at beginning of year2013-12-31$165,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,579,824
Value of net assets at end of year (total assets less liabilities)2013-12-31$63,113,001
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,533,177
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 master investment trust accounts at end of year2013-12-31$58,176,605
Value of interest in master investment trust accounts at beginning of year2013-12-31$50,650,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,452,829
Employer contributions (assets) at end of year2013-12-31$4,952,457
Employer contributions (assets) at beginning of year2013-12-31$4,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,411,220
Contract administrator fees2013-12-31$215,509
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 name2013-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2013-12-31550486667
2012 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$165,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$126,440
Total income from all sources (including contributions)2012-12-31$10,609,093
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,128,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,760,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,620,952
Value of total assets at end of year2012-12-31$50,698,818
Value of total assets at beginning of year2012-12-31$44,179,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$368,815
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,228
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$43,924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$48,917
Other income not declared elsewhere2012-12-31$52
Administrative expenses (other) incurred2012-12-31$212,550
Liabilities. Value of operating payables at end of year2012-12-31$165,641
Liabilities. Value of operating payables at beginning of year2012-12-31$126,440
Total non interest bearing cash at beginning of year2012-12-31$227,370
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$6,480,263
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,533,177
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,052,914
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 master investment trust accounts at end of year2012-12-31$50,650,449
Value of interest in master investment trust accounts at beginning of year2012-12-31$42,044,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,620,952
Employer contributions (assets) at end of year2012-12-31$4,445
Employer contributions (assets) at beginning of year2012-12-31$1,858,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,760,015
Contract administrator fees2012-12-31$147,037
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 name2012-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2012-12-31550486667
2011 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$126,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$122,109
Total income from all sources (including contributions)2011-12-31$4,493,819
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,863,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,527,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,278,819
Value of total assets at end of year2011-12-31$44,179,354
Value of total assets at beginning of year2011-12-31$45,544,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$336,635
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$28,750
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$48,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$45,970
Other income not declared elsewhere2011-12-31$8,458
Administrative expenses (other) incurred2011-12-31$186,522
Liabilities. Value of operating payables at end of year2011-12-31$126,440
Liabilities. Value of operating payables at beginning of year2011-12-31$122,109
Total non interest bearing cash at end of year2011-12-31$227,370
Total non interest bearing cash at beginning of year2011-12-31$393,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,369,893
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,052,914
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,422,807
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 master investment trust accounts at end of year2011-12-31$42,044,248
Value of interest in master investment trust accounts at beginning of year2011-12-31$45,105,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,278,819
Employer contributions (assets) at end of year2011-12-31$1,858,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,527,077
Contract administrator fees2011-12-31$121,363
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 name2011-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2011-12-31550486667
2010 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$122,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$58,675
Total income from all sources (including contributions)2010-12-31$5,126,848
Total of all expenses incurred2010-12-31$3,292,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,987,670
Value of total assets at end of year2010-12-31$45,544,916
Value of total assets at beginning of year2010-12-31$43,647,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$305,076
Administrative expenses professional fees incurred2010-12-31$38,961
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$45,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$46,664
Administrative expenses (other) incurred2010-12-31$88,063
Liabilities. Value of operating payables at end of year2010-12-31$122,109
Liabilities. Value of operating payables at beginning of year2010-12-31$58,675
Total non interest bearing cash at end of year2010-12-31$393,933
Total non interest bearing cash at beginning of year2010-12-31$84,452
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$1,834,102
Value of net assets at end of year (total assets less liabilities)2010-12-31$45,422,807
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,588,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$70,515
Value of interest in master investment trust accounts at end of year2010-12-31$45,105,013
Value of interest in master investment trust accounts at beginning of year2010-12-31$36,226,264
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
Employer contributions (assets) at beginning of year2010-12-31$7,290,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,987,670
Contract administrator fees2010-12-31$107,537
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31PARENTE BEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL

2023: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CASH BALANCE RETIREMENT PLAN FOR NON-UNION EMPLOYE OF BUTLER MEMORIAL HOSPITAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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