401k Plan data: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. plan

EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 401k Plan overview

Plan Name	EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC.
Plan identification number	001

EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

IREDELL MEMORIAL HOSPITAL, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: IREDELL MEMORIAL HOSPITAL, INCORPORATED

Employer identification number (EIN): 560591303

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-10-01 JOHN GREEN ED RUSH 2016-07-13
001 2014-10-01 JOHN GREEN ED RUSH 2017-07-14
001 2013-10-01 JOHN GREEN ED RUSH 2015-07-15
001 2012-10-01 JOHN GREEN ED RUSH 2014-07-15
001 2011-10-01 JOHN GREEN ED RUSH 2013-07-15
001 2010-10-01 JOHN GREEN ED RUSH 2012-07-16
001 2009-10-01 JOHN GREEN
001 2009-10-01 JOHN GREEN
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-10-01	JOHN GREEN	ED RUSH	2016-07-13
001	2014-10-01	JOHN GREEN	ED RUSH	2017-07-14
001	2013-10-01	JOHN GREEN	ED RUSH	2015-07-15
001	2012-10-01	JOHN GREEN	ED RUSH	2014-07-15
001	2011-10-01	JOHN GREEN	ED RUSH	2013-07-15
001	2010-10-01	JOHN GREEN	ED RUSH	2012-07-16
001	2009-10-01	JOHN GREEN
001	2009-10-01	JOHN GREEN
001	2008-10-01

Plan Statistics for EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC.

401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC.

Measure Date Value
2014: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2014 401k membership
Total participants, beginning-of-year 2014-10-01 998
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 731
Number of retired or separated participants receiving benefits 2014-10-01 19
Number of other retired or separated participants entitled to future benefits 2014-10-01 187
Total of all active and inactive participants 2014-10-01 937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 1
Total participants 2014-10-01 938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1,076
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 816
Number of retired or separated participants receiving benefits 2013-10-01 20
Number of other retired or separated participants entitled to future benefits 2013-10-01 161
Total of all active and inactive participants 2013-10-01 997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 1
Total participants 2013-10-01 998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 15
2012: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2012 401k membership
Total participants, beginning-of-year 2012-10-01 1,144
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 900
Number of retired or separated participants receiving benefits 2012-10-01 20
Number of other retired or separated participants entitled to future benefits 2012-10-01 155
Total of all active and inactive participants 2012-10-01 1,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 1
Total participants 2012-10-01 1,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 15
2011: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2011 401k membership
Total participants, beginning-of-year 2011-10-01 1,195
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 987
Number of retired or separated participants receiving benefits 2011-10-01 28
Number of other retired or separated participants entitled to future benefits 2011-10-01 127
Total of all active and inactive participants 2011-10-01 1,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 2
Total participants 2011-10-01 1,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 21
2010: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2010 401k membership
Total participants, beginning-of-year 2010-10-01 1,259
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 1,064
Number of retired or separated participants receiving benefits 2010-10-01 29
Number of other retired or separated participants entitled to future benefits 2010-10-01 100
Total of all active and inactive participants 2010-10-01 1,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 2
Total participants 2010-10-01 1,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 27
2009: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2009 401k membership
Total participants, beginning-of-year 2009-10-01 1,404
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 1,148
Number of retired or separated participants receiving benefits 2009-10-01 30
Number of other retired or separated participants entitled to future benefits 2009-10-01 78
Total of all active and inactive participants 2009-10-01 1,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 3
Total participants 2009-10-01 1,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 61

Measure	Date	Value
2014: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2014 401k membership
Total participants, beginning-of-year	2014-10-01	998
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	731
Number of retired or separated participants receiving benefits	2014-10-01	19
Number of other retired or separated participants entitled to future benefits	2014-10-01	187
Total of all active and inactive participants	2014-10-01	937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	1
Total participants	2014-10-01	938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1,076
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	816
Number of retired or separated participants receiving benefits	2013-10-01	20
Number of other retired or separated participants entitled to future benefits	2013-10-01	161
Total of all active and inactive participants	2013-10-01	997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	1
Total participants	2013-10-01	998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	15
2012: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2012 401k membership
Total participants, beginning-of-year	2012-10-01	1,144
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	900
Number of retired or separated participants receiving benefits	2012-10-01	20
Number of other retired or separated participants entitled to future benefits	2012-10-01	155
Total of all active and inactive participants	2012-10-01	1,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	1
Total participants	2012-10-01	1,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	15
2011: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2011 401k membership
Total participants, beginning-of-year	2011-10-01	1,195
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	987
Number of retired or separated participants receiving benefits	2011-10-01	28
Number of other retired or separated participants entitled to future benefits	2011-10-01	127
Total of all active and inactive participants	2011-10-01	1,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	2
Total participants	2011-10-01	1,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	21
2010: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2010 401k membership
Total participants, beginning-of-year	2010-10-01	1,259
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	1,064
Number of retired or separated participants receiving benefits	2010-10-01	29
Number of other retired or separated participants entitled to future benefits	2010-10-01	100
Total of all active and inactive participants	2010-10-01	1,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	2
Total participants	2010-10-01	1,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	27
2009: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2009 401k membership
Total participants, beginning-of-year	2009-10-01	1,404
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	1,148
Number of retired or separated participants receiving benefits	2009-10-01	30
Number of other retired or separated participants entitled to future benefits	2009-10-01	78
Total of all active and inactive participants	2009-10-01	1,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	3
Total participants	2009-10-01	1,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	61

Financial Data on EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC.

Measure	Date	Value
2015 : EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-09-30	$-161,317
Total unrealized appreciation/depreciation of assets	2015-09-30	$-161,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Expenses. Interest paid	2015-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-09-30	$0
Total income from all sources (including contributions)	2015-09-30	$982,749
Total loss/gain on sale of assets	2015-09-30	$57,563
Total of all expenses incurred	2015-09-30	$2,624,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$2,623,342
Expenses. Certain deemed distributions of participant loans	2015-09-30	$0
Value of total corrective distributions	2015-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$800,000
Value of total assets at end of year	2015-09-30	$18,429,447
Value of total assets at beginning of year	2015-09-30	$20,070,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$883
Total income from rents	2015-09-30	$0
Total interest from all sources	2015-09-30	$166,948
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$320,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-09-30	$130,989
Assets. Real estate other than employer real property at end of year	2015-09-30	$0
Assets. Real estate other than employer real property at beginning of year	2015-09-30	$0
Administrative expenses professional fees incurred	2015-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-09-30	$0
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Contributions received from participants	2015-09-30	$0
Participant contributions at end of year	2015-09-30	$0
Participant contributions at beginning of year	2015-09-30	$0
Participant contributions at end of year	2015-09-30	$0
Participant contributions at beginning of year	2015-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2015-09-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-09-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-09-30	$40,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-09-30	$41,820
Assets. Loans (other than to participants) at end of year	2015-09-30	$0
Assets. Loans (other than to participants) at beginning of year	2015-09-30	$0
Other income not declared elsewhere	2015-09-30	$15,032
Administrative expenses (other) incurred	2015-09-30	$883
Total non interest bearing cash at end of year	2015-09-30	$-28,684
Total non interest bearing cash at beginning of year	2015-09-30	$9,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$-1,641,476
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$18,429,447
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$20,070,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Assets. partnership/joint venture interests at end of year	2015-09-30	$0
Assets. partnership/joint venture interests at beginning of year	2015-09-30	$0
Investment advisory and management fees	2015-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$5,603,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$5,464,312
Value of interest in pooled separate accounts at end of year	2015-09-30	$0
Value of interest in pooled separate accounts at beginning of year	2015-09-30	$0
Interest on participant loans	2015-09-30	$0
Income. Interest from loans (other than to participants)	2015-09-30	$0
Interest earned on other investments	2015-09-30	$0
Income. Interest from US Government securities	2015-09-30	$44,309
Income. Interest from corporate debt instruments	2015-09-30	$122,333
Value of interest in master investment trust accounts at end of year	2015-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2015-09-30	$0
Value of interest in common/collective trusts at end of year	2015-09-30	$0
Value of interest in common/collective trusts at beginning of year	2015-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-09-30	$701,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-09-30	$1,906,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-09-30	$1,906,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-09-30	$306
Assets. Value of investments in 103.12 investment entities at end of year	2015-09-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-09-30	$0
Asset value of US Government securities at end of year	2015-09-30	$2,461,636
Asset value of US Government securities at beginning of year	2015-09-30	$2,207,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-09-30	$-216,375
Net investment gain/loss from pooled separate accounts	2015-09-30	$0
Net gain/loss from 103.12 investment entities	2015-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$800,000
Employer contributions (assets) at end of year	2015-09-30	$0
Employer contributions (assets) at beginning of year	2015-09-30	$0
Income. Dividends from preferred stock	2015-09-30	$0
Income. Dividends from common stock	2015-09-30	$189,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$2,623,342
Asset. Corporate debt instrument preferred debt at end of year	2015-09-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-09-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-09-30	$3,087,925
Asset. Corporate debt instrument debt (other) at beginning of year	2015-09-30	$2,978,428
Contract administrator fees	2015-09-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2015-09-30	$6,562,854
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-09-30	$7,463,512
Did the plan have assets held for investment	2015-09-30	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	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Aggregate proceeds on sale of assets	2015-09-30	$11,364,816
Aggregate carrying amount (costs) on sale of assets	2015-09-30	$11,307,253
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	MOOSE,MARTIN,HAYNES & LUNDY,PA
Accountancy firm EIN	2015-09-30	561526593
2014 : EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-09-30	$636,364
Total unrealized appreciation/depreciation of assets	2014-09-30	$636,364
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$2,273,865
Total loss/gain on sale of assets	2014-09-30	$100,041
Total of all expenses incurred	2014-09-30	$2,340,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$2,339,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$910,000
Value of total assets at end of year	2014-09-30	$20,070,923
Value of total assets at beginning of year	2014-09-30	$20,137,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$1,107
Total interest from all sources	2014-09-30	$140,932
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$351,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-09-30	$147,760
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-09-30	$41,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-09-30	$41,459
Other income not declared elsewhere	2014-09-30	$715
Administrative expenses (other) incurred	2014-09-30	$1,107
Total non interest bearing cash at end of year	2014-09-30	$9,579
Total non interest bearing cash at beginning of year	2014-09-30	$-4,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$-67,010
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$20,070,923
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$20,137,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$5,464,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$6,883,989
Income. Interest from US Government securities	2014-09-30	$23,035
Income. Interest from corporate debt instruments	2014-09-30	$117,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-09-30	$1,906,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-09-30	$989,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-09-30	$989,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-09-30	$111
Asset value of US Government securities at end of year	2014-09-30	$2,207,236
Asset value of US Government securities at beginning of year	2014-09-30	$1,402,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$133,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$910,000
Employer contributions (assets) at beginning of year	2014-09-30	$0
Income. Dividends from common stock	2014-09-30	$204,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$2,339,768
Asset. Corporate debt instrument debt (other) at end of year	2014-09-30	$2,978,428
Asset. Corporate debt instrument debt (other) at beginning of year	2014-09-30	$3,395,898
Assets. Corporate common stocks other than exployer securities at end of year	2014-09-30	$7,463,512
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-09-30	$7,429,148
Did the plan have assets held for investment	2014-09-30	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	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Aggregate proceeds on sale of assets	2014-09-30	$8,460,456
Aggregate carrying amount (costs) on sale of assets	2014-09-30	$8,360,415
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	MOOSE, MARTIN, HAYNES & LUNDY, PA
Accountancy firm EIN	2014-09-30	561526593
2013 : EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-09-30	$621,024
Total unrealized appreciation/depreciation of assets	2013-09-30	$621,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$1,107,842
Total loss/gain on sale of assets	2013-09-30	$91,933
Total of all expenses incurred	2013-09-30	$1,669,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$1,668,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$0
Value of total assets at end of year	2013-09-30	$20,137,933
Value of total assets at beginning of year	2013-09-30	$20,699,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$619
Total interest from all sources	2013-09-30	$153,993
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$377,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-09-30	$197,390
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-09-30	$41,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-09-30	$45,907
Other income not declared elsewhere	2013-09-30	$1,067
Administrative expenses (other) incurred	2013-09-30	$619
Total non interest bearing cash at end of year	2013-09-30	$-4,454
Total non interest bearing cash at beginning of year	2013-09-30	$10,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$-561,421
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$20,137,933
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$20,699,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$6,883,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$7,866,754
Income. Interest from US Government securities	2013-09-30	$18,509
Income. Interest from corporate debt instruments	2013-09-30	$135,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-09-30	$989,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-09-30	$1,452,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-09-30	$1,452,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-09-30	$314
Asset value of US Government securities at end of year	2013-09-30	$1,402,680
Asset value of US Government securities at beginning of year	2013-09-30	$1,443,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$-137,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$0
Employer contributions (assets) at end of year	2013-09-30	$0
Employer contributions (assets) at beginning of year	2013-09-30	$231,668
Income. Dividends from common stock	2013-09-30	$179,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$1,668,644
Asset. Corporate debt instrument debt (other) at end of year	2013-09-30	$3,395,898
Asset. Corporate debt instrument debt (other) at beginning of year	2013-09-30	$3,113,474
Assets. Corporate common stocks other than exployer securities at end of year	2013-09-30	$7,429,148
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-09-30	$6,534,853
Did the plan have assets held for investment	2013-09-30	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	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Aggregate proceeds on sale of assets	2013-09-30	$5,691,846
Aggregate carrying amount (costs) on sale of assets	2013-09-30	$5,599,913
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	MOOSE,MARTIN,HAYNES & LUNDY,PA
Accountancy firm EIN	2013-09-30	561526593
2012 : EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-09-30	$1,249,701
Total unrealized appreciation/depreciation of assets	2012-09-30	$1,249,701
Total transfer of assets to this plan	2012-09-30	$1,435
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$2,661,865
Total loss/gain on sale of assets	2012-09-30	$55,539
Total of all expenses incurred	2012-09-30	$699,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$698,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$231,668
Value of total assets at end of year	2012-09-30	$20,699,354
Value of total assets at beginning of year	2012-09-30	$18,735,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$494
Total interest from all sources	2012-09-30	$63,138
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$367,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-09-30	$230,214
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-09-30	$45,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-09-30	$5,802
Other income not declared elsewhere	2012-09-30	$664
Administrative expenses (other) incurred	2012-09-30	$494
Total non interest bearing cash at end of year	2012-09-30	$10,936
Total non interest bearing cash at beginning of year	2012-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$1,962,832
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$20,699,354
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$18,735,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$7,866,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$9,027,251
Income. Interest from US Government securities	2012-09-30	$9,832
Income. Interest from corporate debt instruments	2012-09-30	$52,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-09-30	$1,452,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-09-30	$264,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-09-30	$264,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-09-30	$382
Asset value of US Government securities at end of year	2012-09-30	$1,443,572
Asset value of US Government securities at beginning of year	2012-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-09-30	$693,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$231,668
Employer contributions (assets) at end of year	2012-09-30	$231,668
Employer contributions (assets) at beginning of year	2012-09-30	$5,130,000
Income. Dividends from common stock	2012-09-30	$137,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$698,539
Asset. Corporate debt instrument debt (other) at end of year	2012-09-30	$3,113,474
Asset. Corporate debt instrument debt (other) at beginning of year	2012-09-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-09-30	$6,534,853
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-09-30	$4,307,122
Did the plan have assets held for investment	2012-09-30	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	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Aggregate proceeds on sale of assets	2012-09-30	$25,646,368
Aggregate carrying amount (costs) on sale of assets	2012-09-30	$25,590,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	MOOSE,MARTIN,HAYNES & LUNDY,PA
Accountancy firm EIN	2012-09-30	561526593
2011 : EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-09-30	$-218,103
Total unrealized appreciation/depreciation of assets	2011-09-30	$-218,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$4,667,263
Total loss/gain on sale of assets	2011-09-30	$-149,963
Total of all expenses incurred	2011-09-30	$2,024,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$2,022,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$5,130,000
Value of total assets at end of year	2011-09-30	$18,735,087
Value of total assets at beginning of year	2011-09-30	$16,091,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$1,652
Total interest from all sources	2011-09-30	$1,855
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$305,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-09-30	$210,706
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-09-30	$5,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-09-30	$5,272
Other income not declared elsewhere	2011-09-30	$2,080
Administrative expenses (other) incurred	2011-09-30	$1,652
Total non interest bearing cash at end of year	2011-09-30	$0
Total non interest bearing cash at beginning of year	2011-09-30	$12,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$2,643,171
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$18,735,087
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$16,091,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$9,027,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$6,349,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-09-30	$264,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-09-30	$5,219,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-09-30	$5,219,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-09-30	$1,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-09-30	$-403,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$5,130,000
Employer contributions (assets) at end of year	2011-09-30	$5,130,000
Employer contributions (assets) at beginning of year	2011-09-30	$788,370
Income. Dividends from common stock	2011-09-30	$94,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$2,022,440
Assets. Corporate common stocks other than exployer securities at end of year	2011-09-30	$4,307,122
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-09-30	$3,717,877
Did the plan have assets held for investment	2011-09-30	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	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Aggregate proceeds on sale of assets	2011-09-30	$13,376,543
Aggregate carrying amount (costs) on sale of assets	2011-09-30	$13,526,506
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	MOOSE,MARTIN,HAYNES & LUNDY,PA
Accountancy firm EIN	2011-09-30	561526593
2010 : EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC.

2014: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	Yes
2014-10-01	This submission is the final filing	Yes
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: EMPLOYEES' RETIREMENT PLAN OF IREDELL MEMORIAL HOSPITAL, INC. 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	IREDELL MEMORIAL HOSPITAL, INCORPORATED
Employer identification number (EIN):	560591303
NAIC Classification:	622000
NAIC Description:	Hospitals