Plan Name | PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | HALIFAX REGIONAL HOSPITAL |
Employer identification number (EIN): | 540648699 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about HALIFAX REGIONAL HOSPITAL
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1948-07-15 |
Company Identification Number: | 0057840 |
Legal Registered Office Address: |
2204 WILBORN AVENUE 2204 WILBORN AVE SOUTH BOSTON United States of America (USA) 24592 |
More information about HALIFAX REGIONAL HOSPITAL
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-09-01 | MARY JANE COLLIE | |||
001 | 2014-09-01 | MARY JANE COLLIE | |||
001 | 2013-09-01 | MARY JANE COLLIE | |||
001 | 2012-09-01 | MARY JANE COLLIE | |||
001 | 2011-09-01 | MARY JANE COLLIE | |||
001 | 2010-09-01 | MARY JANE COLLIE | |||
001 | 2009-09-01 | MARY JANE COLLIE | |||
001 | 2009-09-01 | MARY JANE COLLIE |
Measure | Date | Value |
---|---|---|
2015: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2015 401k membership | ||
Total participants, beginning-of-year | 2015-09-01 | 461 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 0 |
Total of all active and inactive participants | 2015-09-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-09-01 | 0 |
Total participants | 2015-09-01 | 0 |
Number of participants with account balances | 2015-09-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-09-01 | 0 |
2014: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-09-01 | 472 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 375 |
Number of retired or separated participants receiving benefits | 2014-09-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 63 |
Total of all active and inactive participants | 2014-09-01 | 458 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-09-01 | 3 |
Total participants | 2014-09-01 | 461 |
Number of participants with account balances | 2014-09-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-09-01 | 0 |
2013: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-09-01 | 366 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 392 |
Number of retired or separated participants receiving benefits | 2013-09-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2013-09-01 | 61 |
Total of all active and inactive participants | 2013-09-01 | 469 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-09-01 | 3 |
Total participants | 2013-09-01 | 472 |
2012: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-09-01 | 386 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 300 |
Number of retired or separated participants receiving benefits | 2012-09-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 53 |
Total of all active and inactive participants | 2012-09-01 | 363 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-09-01 | 3 |
Total participants | 2012-09-01 | 366 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-09-01 | 1 |
2011: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-09-01 | 400 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 320 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 56 |
Total of all active and inactive participants | 2011-09-01 | 384 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 2 |
Total participants | 2011-09-01 | 386 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 2 |
2010: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-09-01 | 416 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 331 |
Number of retired or separated participants receiving benefits | 2010-09-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2010-09-01 | 60 |
Total of all active and inactive participants | 2010-09-01 | 398 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-09-01 | 2 |
Total participants | 2010-09-01 | 400 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-09-01 | 2 |
2009: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 442 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 347 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 60 |
Total of all active and inactive participants | 2009-09-01 | 415 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 1 |
Total participants | 2009-09-01 | 416 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 4 |
Measure | Date | Value |
---|---|---|
2015 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $22,249,205 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $-60,071 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $632,818 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $632,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $0 |
Value of total assets at beginning of year | 2015-12-31 | $22,942,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $9 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $293,790 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $293,790 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-692,889 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $22,942,094 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,622,273 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $169,821 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $169,821 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $9 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-353,870 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,150,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $632,818 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CHARLES W. SNADER, P.C. |
Accountancy firm EIN | 2015-12-31 | 541873714 |
Total unrealized appreciation/depreciation of assets | 2015-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $0 |
Total income from all sources (including contributions) | 2015-08-31 | $2,000,309 |
Total loss/gain on sale of assets | 2015-08-31 | $0 |
Total of all expenses incurred | 2015-08-31 | $1,315,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-08-31 | $1,315,388 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-08-31 | $2,850,000 |
Value of total assets at end of year | 2015-08-31 | $22,942,094 |
Value of total assets at beginning of year | 2015-08-31 | $22,257,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-08-31 | $0 |
Total interest from all sources | 2015-08-31 | $64 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-08-31 | $544,040 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-08-31 | $544,040 |
Was this plan covered by a fidelity bond | 2015-08-31 | Yes |
Value of fidelity bond cover | 2015-08-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-08-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Value of net income/loss | 2015-08-31 | $684,921 |
Value of net assets at end of year (total assets less liabilities) | 2015-08-31 | $22,942,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-08-31 | $22,257,173 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-08-31 | $20,622,273 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-08-31 | $15,966,402 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-08-31 | $169,821 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-08-31 | $900,771 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-08-31 | $900,771 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-08-31 | $64 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-08-31 | $-1,393,795 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-08-31 | No |
Contributions received in cash from employer | 2015-08-31 | $2,850,000 |
Employer contributions (assets) at end of year | 2015-08-31 | $2,150,000 |
Employer contributions (assets) at beginning of year | 2015-08-31 | $5,390,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-08-31 | $1,315,388 |
Did the plan have assets held for investment | 2015-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-08-31 | No |
2014 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-08-31 | $0 |
Total transfer of assets to this plan | 2014-08-31 | $2,519,746 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $32,701 |
Total income from all sources (including contributions) | 2014-08-31 | $7,076,441 |
Total loss/gain on sale of assets | 2014-08-31 | $0 |
Total of all expenses incurred | 2014-08-31 | $515,437 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-31 | $475,652 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-08-31 | $5,465,000 |
Value of total assets at end of year | 2014-08-31 | $22,257,173 |
Value of total assets at beginning of year | 2014-08-31 | $13,209,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-08-31 | $39,785 |
Total interest from all sources | 2014-08-31 | $48 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-08-31 | $420,015 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-08-31 | $420,015 |
Administrative expenses professional fees incurred | 2014-08-31 | $36,782 |
Was this plan covered by a fidelity bond | 2014-08-31 | Yes |
Value of fidelity bond cover | 2014-08-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-08-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-08-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-08-31 | $32,701 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Value of net income/loss | 2014-08-31 | $6,561,004 |
Value of net assets at end of year (total assets less liabilities) | 2014-08-31 | $22,257,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-08-31 | $13,176,423 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-08-31 | $15,966,402 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-08-31 | $12,366,618 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-08-31 | $900,771 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-08-31 | $92,506 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-08-31 | $92,506 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-08-31 | $48 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-08-31 | $1,191,378 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-08-31 | No |
Contributions received in cash from employer | 2014-08-31 | $5,465,000 |
Employer contributions (assets) at end of year | 2014-08-31 | $5,390,000 |
Employer contributions (assets) at beginning of year | 2014-08-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-08-31 | $475,652 |
Contract administrator fees | 2014-08-31 | $3,003 |
Did the plan have assets held for investment | 2014-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-08-31 | Disclaimer |
Accountancy firm name | 2014-08-31 | CHARLES W. SNADER, PC |
Accountancy firm EIN | 2014-08-31 | 541873714 |
2013 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $32,701 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $60,070 |
Total income from all sources (including contributions) | 2013-08-31 | $822,874 |
Total loss/gain on sale of assets | 2013-08-31 | $0 |
Total of all expenses incurred | 2013-08-31 | $903,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-08-31 | $800,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-08-31 | $908,400 |
Value of total assets at end of year | 2013-08-31 | $13,209,124 |
Value of total assets at beginning of year | 2013-08-31 | $13,317,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-08-31 | $103,181 |
Total interest from all sources | 2013-08-31 | $33 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-08-31 | $496,670 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-08-31 | $496,670 |
Administrative expenses professional fees incurred | 2013-08-31 | $31,318 |
Was this plan covered by a fidelity bond | 2013-08-31 | Yes |
Value of fidelity bond cover | 2013-08-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-08-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-08-31 | $32,701 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-08-31 | $60,070 |
Administrative expenses (other) incurred | 2013-08-31 | $31,604 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Value of net income/loss | 2013-08-31 | $-80,726 |
Value of net assets at end of year (total assets less liabilities) | 2013-08-31 | $13,176,423 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-08-31 | $13,257,149 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-08-31 | No |
Investment advisory and management fees | 2013-08-31 | $34,263 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-08-31 | $12,366,618 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-08-31 | $12,364,901 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-08-31 | $92,506 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-08-31 | $72,318 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-08-31 | $72,318 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-08-31 | $33 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-08-31 | $-582,229 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-08-31 | No |
Contributions received in cash from employer | 2013-08-31 | $908,400 |
Employer contributions (assets) at end of year | 2013-08-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2013-08-31 | $880,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-08-31 | $800,419 |
Contract administrator fees | 2013-08-31 | $5,996 |
Did the plan have assets held for investment | 2013-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-08-31 | Disclaimer |
Accountancy firm name | 2013-08-31 | CHARLES W. SNADER, PC |
Accountancy firm EIN | 2013-08-31 | 541873714 |
2012 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $60,070 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $27,264 |
Total income from all sources (including contributions) | 2012-08-31 | $2,157,453 |
Total of all expenses incurred | 2012-08-31 | $1,052,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-08-31 | $942,289 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-08-31 | $1,055,000 |
Value of total assets at end of year | 2012-08-31 | $13,317,219 |
Value of total assets at beginning of year | 2012-08-31 | $12,179,071 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-08-31 | $109,822 |
Total interest from all sources | 2012-08-31 | $26 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-08-31 | $462,998 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-08-31 | $462,998 |
Was this plan covered by a fidelity bond | 2012-08-31 | Yes |
Value of fidelity bond cover | 2012-08-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-08-31 | $0 |
Minimum employer required contribution for this plan year | 2012-08-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-08-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-08-31 | $1,565 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-08-31 | $60,070 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-08-31 | $27,264 |
Administrative expenses (other) incurred | 2012-08-31 | $49,024 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Value of net income/loss | 2012-08-31 | $1,105,342 |
Value of net assets at end of year (total assets less liabilities) | 2012-08-31 | $13,257,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-08-31 | $12,151,807 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-08-31 | No |
Investment advisory and management fees | 2012-08-31 | $25,527 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-08-31 | $12,364,901 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-08-31 | $11,701,083 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-08-31 | $72,318 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-08-31 | $326,423 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-08-31 | $326,423 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-08-31 | $26 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-08-31 | $639,429 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-08-31 | No |
Contributions received in cash from employer | 2012-08-31 | $1,055,000 |
Employer contributions (assets) at end of year | 2012-08-31 | $880,000 |
Employer contributions (assets) at beginning of year | 2012-08-31 | $150,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-08-31 | $942,289 |
Contract administrator fees | 2012-08-31 | $35,271 |
Did the plan have assets held for investment | 2012-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-08-31 | Disclaimer |
Accountancy firm name | 2012-08-31 | KPMG LLP |
Accountancy firm EIN | 2012-08-31 | 135565207 |
2011 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $27,264 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $32,293 |
Total income from all sources (including contributions) | 2011-08-31 | $1,265,545 |
Total of all expenses incurred | 2011-08-31 | $478,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $352,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-08-31 | $300,000 |
Value of total assets at end of year | 2011-08-31 | $12,179,071 |
Value of total assets at beginning of year | 2011-08-31 | $11,396,689 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $125,468 |
Total interest from all sources | 2011-08-31 | $24 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-08-31 | $253,355 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-08-31 | $253,355 |
Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
Value of fidelity bond cover | 2011-08-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2011-08-31 | $2,667,593 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-08-31 | $1,565 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-08-31 | $92,415 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-08-31 | $27,264 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-08-31 | $32,293 |
Administrative expenses (other) incurred | 2011-08-31 | $59,421 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Value of net income/loss | 2011-08-31 | $787,411 |
Value of net assets at end of year (total assets less liabilities) | 2011-08-31 | $12,151,807 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-08-31 | $11,364,396 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
Investment advisory and management fees | 2011-08-31 | $16,847 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-08-31 | $11,701,083 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-08-31 | $8,358,485 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-08-31 | $326,423 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-08-31 | $128,196 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-08-31 | $128,196 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-08-31 | $24 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-08-31 | $712,166 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
Contributions received in cash from employer | 2011-08-31 | $300,000 |
Employer contributions (assets) at end of year | 2011-08-31 | $150,000 |
Employer contributions (assets) at beginning of year | 2011-08-31 | $150,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-08-31 | $352,666 |
Contract administrator fees | 2011-08-31 | $49,200 |
Did the plan have assets held for investment | 2011-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Disclaimer |
Accountancy firm name | 2011-08-31 | KPMG LLP |
Accountancy firm EIN | 2011-08-31 | 135565207 |
2010 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-08-31 | $0 |
2015: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2015 form 5500 responses | ||
---|---|---|
2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Submission has been amended | No |
2015-09-01 | This submission is the final filing | Yes |
2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-09-01 | Plan is a collectively bargained plan | No |
2015-09-01 | Plan funding arrangement – Trust | Yes |
2015-09-01 | Plan benefit arrangement - Trust | Yes |
2014: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2014 form 5500 responses | ||
2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Submission has been amended | No |
2014-09-01 | This submission is the final filing | No |
2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-09-01 | Plan is a collectively bargained plan | No |
2014-09-01 | Plan funding arrangement – Trust | Yes |
2014-09-01 | Plan benefit arrangement - Trust | Yes |
2013: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2013 form 5500 responses | ||
2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Submission has been amended | No |
2013-09-01 | This submission is the final filing | No |
2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-09-01 | Plan is a collectively bargained plan | No |
2013-09-01 | Plan funding arrangement – Trust | Yes |
2013-09-01 | Plan benefit arrangement - Trust | Yes |
2012: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2012 form 5500 responses | ||
2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Submission has been amended | No |
2012-09-01 | This submission is the final filing | No |
2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-09-01 | Plan is a collectively bargained plan | No |
2012-09-01 | Plan funding arrangement – Trust | Yes |
2012-09-01 | Plan benefit arrangement - Trust | Yes |
2011: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2011 form 5500 responses | ||
2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Plan funding arrangement – Trust | Yes |
2011-09-01 | Plan benefit arrangement - Trust | Yes |
2010: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2010 form 5500 responses | ||
2010-09-01 | Type of plan entity | Single employer plan |
2010-09-01 | Plan funding arrangement – Trust | Yes |
2010-09-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2009 form 5500 responses | ||
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | Yes |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |