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THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 401k Plan overview

Plan NameTHE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT
Plan identification number 002

THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

FAYETTE REGIONAL HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:FAYETTE REGIONAL HEALTH SYSTEM
Employer identification number (EIN):251451183
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-07-01
0022018-07-01
0022017-07-01BARBARA WEISS
0022017-07-01
0022016-07-01BARBARA WEISS
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01STEVEN HANDY STEVEN HANDY2014-04-03
0022011-07-01JAMES D. PROUD JAMES D. PROUD2013-04-11

Plan Statistics for THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT

401k plan membership statisitcs for THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT

Measure Date Value
2019: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2019 401k membership
Total participants, beginning-of-year2019-07-011,310
Total number of active participants reported on line 7a of the Form 55002019-07-011,090
Number of retired or separated participants receiving benefits2019-07-015
Number of other retired or separated participants entitled to future benefits2019-07-01227
Total of all active and inactive participants2019-07-011,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-011,324
Number of participants with account balances2019-07-011,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2018 401k membership
Total participants, beginning-of-year2018-07-011,694
Total number of active participants reported on line 7a of the Form 55002018-07-011,090
Number of retired or separated participants receiving benefits2018-07-013
Number of other retired or separated participants entitled to future benefits2018-07-01215
Total of all active and inactive participants2018-07-011,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-011,310
Number of participants with account balances2018-07-011,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2017 401k membership
Total participants, beginning-of-year2017-07-011,463
Number of retired or separated participants receiving benefits2017-07-013
Number of other retired or separated participants entitled to future benefits2017-07-01164
Total of all active and inactive participants2017-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01169
Number of participants with account balances2017-07-011,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Total number of active participants reported on line 7a of the Form 55002017-07-011,525
2016: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2016 401k membership
Total participants, beginning-of-year2016-07-011,422
Total number of active participants reported on line 7a of the Form 55002016-07-011,077
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-01383
Total of all active and inactive participants2016-07-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-011,463
Number of participants with account balances2016-07-011,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2015 401k membership
Total participants, beginning-of-year2015-07-011,367
Total number of active participants reported on line 7a of the Form 55002015-07-011,032
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01390
Total of all active and inactive participants2015-07-011,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,422
Number of participants with account balances2015-07-011,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2014 401k membership
Total participants, beginning-of-year2014-07-011,405
Total number of active participants reported on line 7a of the Form 55002014-07-01999
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01350
Total of all active and inactive participants2014-07-011,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,349
Number of participants with account balances2014-07-011,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2013 401k membership
Total participants, beginning-of-year2013-07-011,552
Total number of active participants reported on line 7a of the Form 55002013-07-011,097
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01293
Total of all active and inactive participants2013-07-011,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011,390
Number of participants with account balances2013-07-011,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2012 401k membership
Total participants, beginning-of-year2012-07-011,173
Total number of active participants reported on line 7a of the Form 55002012-07-011,189
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01340
Total of all active and inactive participants2012-07-011,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-011,529
Number of participants with account balances2012-07-011,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2011 401k membership
Total participants, beginning-of-year2011-07-011,190
Total number of active participants reported on line 7a of the Form 55002011-07-01919
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01254
Total of all active and inactive participants2011-07-011,173
Total participants2011-07-011,173
Number of participants with account balances2011-07-011,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT

Measure Date Value
2020 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$2,595,401
Total of all expenses incurred2020-06-30$1,926,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,823,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,869,312
Value of total assets at end of year2020-06-30$17,527,687
Value of total assets at beginning of year2020-06-30$16,859,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$103,822
Total interest from all sources2020-06-30$7,354
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$391,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$391,348
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$59,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$668,509
Value of net assets at end of year (total assets less liabilities)2020-06-30$17,527,687
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$16,859,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$44,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$17,153,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$16,489,202
Interest earned on other investments2020-06-30$7,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$374,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$369,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$327,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,869,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,823,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BKD, LLP
Accountancy firm EIN2020-06-30440160260
2019 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$2,743,067
Total of all expenses incurred2019-06-30$1,538,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,437,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,743,109
Value of total assets at end of year2019-06-30$16,859,178
Value of total assets at beginning of year2019-06-30$15,654,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$100,563
Total interest from all sources2019-06-30$6,566
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$375,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$375,924
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$57,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,204,908
Value of net assets at end of year (total assets less liabilities)2019-06-30$16,859,178
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$15,654,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$42,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$16,489,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$15,446,107
Interest earned on other investments2019-06-30$6,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$369,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$208,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$617,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,743,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,437,596
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BKD, LLP
Accountancy firm EIN2019-06-30440160260
2018 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$2,904,000
Total of all expenses incurred2018-06-30$1,200,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,091,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,748,955
Value of total assets at end of year2018-06-30$15,654,270
Value of total assets at beginning of year2018-06-30$13,950,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$108,440
Total interest from all sources2018-06-30$3,045
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$295,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$295,817
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$61,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,703,911
Value of net assets at end of year (total assets less liabilities)2018-06-30$15,654,270
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$13,950,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$46,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$15,446,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$13,817,326
Interest earned on other investments2018-06-30$3,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$208,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$133,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$856,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,748,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,091,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BKD, LLP
Accountancy firm EIN2018-06-30440160260
2017 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$3,310,027
Total of all expenses incurred2017-06-30$1,154,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,058,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,700,626
Value of total assets at end of year2017-06-30$13,950,359
Value of total assets at beginning of year2017-06-30$11,794,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$95,863
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$240,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Administrative expenses (other) incurred2017-06-30$70,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,155,968
Value of net assets at end of year (total assets less liabilities)2017-06-30$13,950,359
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$11,794,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$25,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$13,817,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$11,794,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$133,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,369,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,700,626
Income. Dividends from preferred stock2017-06-30$240,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,058,196
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BKD, LLP
Accountancy firm EIN2017-06-30440160260
2016 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$1,761,756
Total of all expenses incurred2016-06-30$992,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$891,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,731,191
Value of total assets at end of year2016-06-30$11,794,391
Value of total assets at beginning of year2016-06-30$11,025,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$100,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$769,311
Value of net assets at end of year (total assets less liabilities)2016-06-30$11,794,391
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$11,025,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$100,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$11,794,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$11,025,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$30,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,731,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$891,864
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BKD, LLP
Accountancy firm EIN2016-06-30440160260
2015 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,997,362
Total of all expenses incurred2015-06-30$928,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$828,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,662,298
Value of total assets at end of year2015-06-30$11,025,080
Value of total assets at beginning of year2015-06-30$9,956,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$100,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,068,715
Value of net assets at end of year (total assets less liabilities)2015-06-30$11,025,080
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,956,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$100,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$11,025,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$9,956,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$335,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,662,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$828,562
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BKD, LLP
Accountancy firm EIN2015-06-30440160260
2014 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,076,569
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,058,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$990,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,718,328
Value of total assets at end of year2014-06-30$9,956,365
Value of total assets at beginning of year2014-06-30$7,938,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$68,205
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,018,010
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,956,365
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,938,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$68,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$9,956,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,938,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,358,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,718,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$990,354
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BKD, LLP
Accountancy firm EIN2014-06-30440160260
2013 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$2,579,691
Total of all expenses incurred2013-06-30$405,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$355,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,866,634
Value of total assets at end of year2013-06-30$7,938,355
Value of total assets at beginning of year2013-06-30$5,763,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$49,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Administrative expenses (other) incurred2013-06-30$49,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,174,625
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,938,355
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,763,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,938,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$5,763,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$713,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,866,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$355,164
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BKD, LLP
Accountancy firm EIN2013-06-30440160260
2012 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,148,569
Total of all expenses incurred2012-06-30$327,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$289,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,181,915
Value of total assets at end of year2012-06-30$5,763,730
Value of total assets at beginning of year2012-06-30$4,942,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$38,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Administrative expenses (other) incurred2012-06-30$38,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$820,960
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,763,730
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,942,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$5,763,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,942,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-33,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,181,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$289,551
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BKD, LLP
Accountancy firm EIN2012-06-30440160260

Form 5500 Responses for THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT

2019: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069844
Policy instance 1
Insurance contract or identification numberTA069844
Number of Individuals Covered1256
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069844
Policy instance 1
Insurance contract or identification numberTA069844
Number of Individuals Covered1288
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069844
Policy instance 1
Insurance contract or identification numberTA069844
Number of Individuals Covered1241
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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