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RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 401k Plan overview

Plan NameRETIREMENT PLAN FOR HOSPITAL EMPLOYEES
Plan identification number 001

RETIREMENT PLAN FOR HOSPITAL EMPLOYEES Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, RETIREMENT PLAN FOR HOSPITAL EMPLOYEES has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, RETIREMENT PLAN FOR HOSPITAL EMPLOYEES
Employer identification number (EIN):942995676
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR HOSPITAL EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL HOLDSWORTH MICHAEL HOLDSWORTH2018-10-11
0012016-01-01MICHAEL HOLDSWORTH MICHAEL HOLDSWORTH2017-10-12
0012015-01-01MICHAEL HOLDSWORTH MICHAEL HOLDSWORTH2016-10-13
0012014-01-01MICHAEL HOLDSWORTH
0012013-01-01MICHAEL HOLDSWORTH
0012012-01-01MICHAEL HOLDSWORTH
0012011-01-01MICHAEL HOLDSWORTH
0012010-01-01MICHAEL HOLDSWORTH
0012009-01-01MICHAEL HOLDSWORTH

Plan Statistics for RETIREMENT PLAN FOR HOSPITAL EMPLOYEES

401k plan membership statisitcs for RETIREMENT PLAN FOR HOSPITAL EMPLOYEES

Measure Date Value
2023: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-0119,837
Total number of active participants reported on line 7a of the Form 55002023-01-012,518
Number of retired or separated participants receiving benefits2023-01-019,132
Number of other retired or separated participants entitled to future benefits2023-01-017,325
Total of all active and inactive participants2023-01-0118,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01437
Total participants2023-01-0119,412
Number of employers contributing to the scheme2023-01-015
2022: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2022 401k membership
Current value of assets2022-12-311,516,139,256
Acturial value of assets for funding standard account2022-12-311,448,974,027
Accrued liability for plan using immediate gains methods2022-12-311,472,345,214
Accrued liability under unit credit cost method2022-12-311,472,345,214
RPA 94 current liability2022-12-312,552,667,619
Expected increase in current liability due to benefits accruing during the plan year2022-12-312,817,968
Expected release from RPA 94 current liability for plan year2022-12-31105,979,791
Expected plan disbursements for the plan year2022-12-31105,129,142
Current value of assets2022-12-311,516,139,256
Number of retired participants and beneficiaries receiving payment2022-12-318,999
Current liability for retired participants and beneficiaries receiving payment2022-12-311,122,164,452
Number of terminated vested participants2022-12-318,037
Current liability for terminated vested participants2022-12-31934,029,489
Current liability for active participants non vested benefits2022-12-3153,924,889
Current liability for active participants vested benefits2022-12-31442,548,789
Total number of active articipats2022-12-312,954
Current liability for active participants2022-12-31496,473,678
Total participant count with liabilities2022-12-3119,990
Total current liabilitoes for participants with libailities2022-12-312,552,667,619
Total employer contributions in plan year2022-12-3120,810,699
Total employee contributions in plan year2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-312,661,858
Prior year credit balance2022-12-319,845,348
Amortization credits as of valuation date2022-12-3131,951,938
Total participants, beginning-of-year2022-01-0120,183
Total number of active participants reported on line 7a of the Form 55002022-01-012,734
Number of retired or separated participants receiving benefits2022-01-018,898
Number of other retired or separated participants entitled to future benefits2022-01-017,799
Total of all active and inactive participants2022-01-0119,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01406
Total participants2022-01-0119,837
Number of employers contributing to the scheme2022-01-015
2021: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2021 401k membership
Current value of assets2021-12-311,417,323,367
Acturial value of assets for funding standard account2021-12-311,417,323,367
Accrued liability for plan using immediate gains methods2021-12-311,448,560,133
Accrued liability under unit credit cost method2021-12-311,448,560,133
RPA 94 current liability2021-12-312,479,863,039
Expected increase in current liability due to benefits accruing during the plan year2021-12-312,871,837
Expected release from RPA 94 current liability for plan year2021-12-31100,327,170
Expected plan disbursements for the plan year2021-12-3199,655,234
Current value of assets2021-12-311,417,323,367
Number of retired participants and beneficiaries receiving payment2021-12-318,630
Current liability for retired participants and beneficiaries receiving payment2021-12-311,032,025,915
Number of terminated vested participants2021-12-318,338
Current liability for terminated vested participants2021-12-31921,792,862
Current liability for active participants non vested benefits2021-12-3157,879,004
Current liability for active participants vested benefits2021-12-31468,165,258
Total number of active articipats2021-12-313,232
Current liability for active participants2021-12-31526,044,262
Total participant count with liabilities2021-12-3120,200
Total current liabilitoes for participants with libailities2021-12-312,479,863,039
Total employer contributions in plan year2021-12-3112,964,498
Total employee contributions in plan year2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-312,695,414
Prior year credit balance2021-12-3116,524,184
Amortization credits as of valuation date2021-12-3131,654,537
Total participants, beginning-of-year2021-01-0120,412
Total number of active participants reported on line 7a of the Form 55002021-01-012,954
Number of retired or separated participants receiving benefits2021-01-018,668
Number of other retired or separated participants entitled to future benefits2021-01-018,230
Total of all active and inactive participants2021-01-0119,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01331
Total participants2021-01-0120,183
Number of employers contributing to the scheme2021-01-016
2020: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2020 401k membership
Current value of assets2020-12-311,337,868,232
Acturial value of assets for funding standard account2020-12-311,269,097,179
Accrued liability for plan using immediate gains methods2020-12-311,434,022,116
Accrued liability under unit credit cost method2020-12-311,434,022,116
RPA 94 current liability2020-12-312,319,251,818
Expected increase in current liability due to benefits accruing during the plan year2020-12-313,940,334
Expected release from RPA 94 current liability for plan year2020-12-3187,662,228
Expected plan disbursements for the plan year2020-12-3187,165,706
Current value of assets2020-12-311,337,868,232
Number of retired participants and beneficiaries receiving payment2020-12-318,241
Current liability for retired participants and beneficiaries receiving payment2020-12-31913,237,837
Number of terminated vested participants2020-12-317,938
Current liability for terminated vested participants2020-12-31712,142,555
Current liability for active participants non vested benefits2020-12-3178,924,528
Current liability for active participants vested benefits2020-12-31614,946,898
Total number of active articipats2020-12-314,387
Current liability for active participants2020-12-31693,871,426
Total participant count with liabilities2020-12-3120,566
Total current liabilitoes for participants with libailities2020-12-312,319,251,818
Total employer contributions in plan year2020-12-3127,613,356
Total employee contributions in plan year2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-313,387,246
Prior year credit balance2020-12-3124,528,200
Amortization credits as of valuation date2020-12-3116,869,132
Total participants, beginning-of-year2020-01-0120,962
Total number of active participants reported on line 7a of the Form 55002020-01-013,227
Number of retired or separated participants receiving benefits2020-01-018,265
Number of other retired or separated participants entitled to future benefits2020-01-018,556
Total of all active and inactive participants2020-01-0120,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01364
Total participants2020-01-0120,412
Number of employers contributing to the scheme2020-01-016
2019: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2019 401k membership
Current value of assets2019-12-311,171,963,074
Acturial value of assets for funding standard account2019-12-311,243,908,083
Accrued liability for plan using immediate gains methods2019-12-311,422,048,825
Accrued liability under unit credit cost method2019-12-311,422,048,825
RPA 94 current liability2019-12-312,277,394,007
Expected increase in current liability due to benefits accruing during the plan year2019-12-315,161,378
Expected release from RPA 94 current liability for plan year2019-12-3181,646,223
Expected plan disbursements for the plan year2019-12-3181,339,902
Current value of assets2019-12-311,171,963,074
Number of retired participants and beneficiaries receiving payment2019-12-317,840
Current liability for retired participants and beneficiaries receiving payment2019-12-31829,758,520
Number of terminated vested participants2019-12-317,320
Current liability for terminated vested participants2019-12-31559,891,300
Current liability for active participants non vested benefits2019-12-3183,482,625
Current liability for active participants vested benefits2019-12-31804,261,562
Total number of active articipats2019-12-315,855
Current liability for active participants2019-12-31887,744,187
Total participant count with liabilities2019-12-3121,015
Total current liabilitoes for participants with libailities2019-12-312,277,394,007
Total employer contributions in plan year2019-12-3121,665,223
Total employee contributions in plan year2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-314,375,750
Prior year credit balance2019-12-3139,559,299
Amortization credits as of valuation date2019-12-3116,034,338
Total participants, beginning-of-year2019-01-0121,244
Total number of active participants reported on line 7a of the Form 55002019-01-014,471
Number of retired or separated participants receiving benefits2019-01-017,904
Number of other retired or separated participants entitled to future benefits2019-01-018,250
Total of all active and inactive participants2019-01-0120,625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01337
Total participants2019-01-0120,962
Number of employers contributing to the scheme2019-01-016
2018: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2018 401k membership
Current value of assets2018-12-311,302,851,350
Acturial value of assets for funding standard account2018-12-311,242,205,427
Accrued liability for plan using immediate gains methods2018-12-311,387,281,246
Accrued liability under unit credit cost method2018-12-311,387,281,246
RPA 94 current liability2018-12-312,300,423,897
Expected increase in current liability due to benefits accruing during the plan year2018-12-318,800,474
Expected release from RPA 94 current liability for plan year2018-12-3174,385,903
Expected plan disbursements for the plan year2018-12-3174,309,124
Current value of assets2018-12-311,302,851,350
Number of retired participants and beneficiaries receiving payment2018-12-317,383
Current liability for retired participants and beneficiaries receiving payment2018-12-31760,171,705
Number of terminated vested participants2018-12-317,419
Current liability for terminated vested participants2018-12-31568,663,737
Current liability for active participants non vested benefits2018-12-3194,417,968
Current liability for active participants vested benefits2018-12-31877,170,487
Total number of active articipats2018-12-316,311
Current liability for active participants2018-12-31971,588,455
Total participant count with liabilities2018-12-3121,113
Total current liabilitoes for participants with libailities2018-12-312,300,423,897
Total employer contributions in plan year2018-12-3119,607,810
Total employee contributions in plan year2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-316,801,871
Prior year credit balance2018-12-3156,638,780
Amortization credits as of valuation date2018-12-3115,710,623
Total participants, beginning-of-year2018-01-0121,290
Total number of active participants reported on line 7a of the Form 55002018-01-015,799
Number of retired or separated participants receiving benefits2018-01-017,498
Number of other retired or separated participants entitled to future benefits2018-01-017,620
Total of all active and inactive participants2018-01-0120,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01327
Total participants2018-01-0121,244
Number of employers contributing to the scheme2018-01-016
2017: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2017 401k membership
Current value of assets2017-12-311,131,155,864
Acturial value of assets for funding standard account2017-12-311,176,860,035
Accrued liability for plan using immediate gains methods2017-12-311,360,920,924
Accrued liability under unit credit cost method2017-12-311,360,920,924
RPA 94 current liability2017-12-312,164,583,200
Expected increase in current liability due to benefits accruing during the plan year2017-12-318,551,582
Expected release from RPA 94 current liability for plan year2017-12-3163,460,907
Expected plan disbursements for the plan year2017-12-3163,704,532
Current value of assets2017-12-311,131,155,864
Number of retired participants and beneficiaries receiving payment2017-12-317,002
Current liability for retired participants and beneficiaries receiving payment2017-12-31662,664,995
Number of terminated vested participants2017-12-317,470
Current liability for terminated vested participants2017-12-31525,564,967
Current liability for active participants non vested benefits2017-12-3198,250,240
Current liability for active participants vested benefits2017-12-31878,102,998
Total number of active articipats2017-12-316,776
Current liability for active participants2017-12-31976,353,238
Total participant count with liabilities2017-12-3121,248
Total current liabilitoes for participants with libailities2017-12-312,164,583,200
Total employer contributions in plan year2017-12-3131,770,782
Total employee contributions in plan year2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-316,640,319
Prior year credit balance2017-12-3163,788,532
Amortization credits as of valuation date2017-12-3113,004,947
Total participants, beginning-of-year2017-01-0121,658
Total number of active participants reported on line 7a of the Form 55002017-01-016,210
Number of retired or separated participants receiving benefits2017-01-017,073
Number of other retired or separated participants entitled to future benefits2017-01-017,697
Total of all active and inactive participants2017-01-0120,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01310
Total participants2017-01-0121,290
Number of employers contributing to the scheme2017-01-016
2016: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2016 401k membership
Current value of assets2016-12-311,062,492,869
Acturial value of assets for funding standard account2016-12-311,111,576,968
Accrued liability for plan using immediate gains methods2016-12-311,333,105,966
Accrued liability under unit credit cost method2016-12-311,333,105,966
RPA 94 current liability2016-12-312,071,294,509
Expected increase in current liability due to benefits accruing during the plan year2016-12-3120,952,858
Expected release from RPA 94 current liability for plan year2016-12-3158,014,086
Expected plan disbursements for the plan year2016-12-3158,429,917
Current value of assets2016-12-311,062,492,869
Number of retired participants and beneficiaries receiving payment2016-12-316,650
Current liability for retired participants and beneficiaries receiving payment2016-12-31602,638,395
Number of terminated vested participants2016-12-317,402
Current liability for terminated vested participants2016-12-31477,438,600
Current liability for active participants non vested benefits2016-12-31110,000,786
Current liability for active participants vested benefits2016-12-31881,216,728
Total number of active articipats2016-12-317,383
Current liability for active participants2016-12-31991,217,514
Total participant count with liabilities2016-12-3121,435
Total current liabilitoes for participants with libailities2016-12-312,071,294,509
Total employer contributions in plan year2016-12-3147,497,869
Total employee contributions in plan year2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-3111,826,264
Prior year credit balance2016-12-3162,715,956
Amortization credits as of valuation date2016-12-3111,228,495
Total participants, beginning-of-year2016-01-0121,778
Total number of active participants reported on line 7a of the Form 55002016-01-016,948
Number of retired or separated participants receiving benefits2016-01-016,721
Number of other retired or separated participants entitled to future benefits2016-01-017,707
Total of all active and inactive participants2016-01-0121,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01282
Total participants2016-01-0121,658
Number of employers contributing to the scheme2016-01-016
2015: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2015 401k membership
Current value of assets2015-12-311,082,599,928
Acturial value of assets for funding standard account2015-12-311,047,275,834
Accrued liability for plan using immediate gains methods2015-12-311,222,000,109
Accrued liability under unit credit cost method2015-12-311,222,000,109
RPA 94 current liability2015-12-311,984,929,649
Expected increase in current liability due to benefits accruing during the plan year2015-12-3121,176,090
Expected release from RPA 94 current liability for plan year2015-12-3159,653,808
Expected plan disbursements for the plan year2015-12-3159,322,861
Current value of assets2015-12-311,082,599,928
Number of retired participants and beneficiaries receiving payment2015-12-316,251
Current liability for retired participants and beneficiaries receiving payment2015-12-31536,641,532
Number of terminated vested participants2015-12-317,251
Current liability for terminated vested participants2015-12-31432,160,224
Current liability for active participants non vested benefits2015-12-31119,903,452
Current liability for active participants vested benefits2015-12-31896,224,441
Total number of active articipats2015-12-318,119
Current liability for active participants2015-12-311,016,127,893
Total participant count with liabilities2015-12-3121,621
Total current liabilitoes for participants with libailities2015-12-311,984,929,649
Total employer contributions in plan year2015-12-3148,550,252
Total employee contributions in plan year2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-3111,000,885
Prior year credit balance2015-12-3153,478,679
Amortization credits as of valuation date2015-12-3111,586,156
Total participants, beginning-of-year2015-01-0121,839
Total number of active participants reported on line 7a of the Form 55002015-01-017,531
Number of retired or separated participants receiving benefits2015-01-016,384
Number of other retired or separated participants entitled to future benefits2015-01-017,597
Total of all active and inactive participants2015-01-0121,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01266
Total participants2015-01-0121,778
Number of employers contributing to the scheme2015-01-016
2014: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2014 401k membership
Current value of assets2014-12-311,069,234,208
Acturial value of assets for funding standard account2014-12-31968,036,948
Accrued liability for plan using immediate gains methods2014-12-311,090,032,986
Accrued liability under unit credit cost method2014-12-311,090,032,986
RPA 94 current liability2014-12-311,885,936,524
Expected increase in current liability due to benefits accruing during the plan year2014-12-3121,078,607
Expected release from RPA 94 current liability for plan year2014-12-3154,364,550
Expected plan disbursements for the plan year2014-12-3154,218,112
Current value of assets2014-12-311,069,234,208
Number of retired participants and beneficiaries receiving payment2014-12-315,776
Current liability for retired participants and beneficiaries receiving payment2014-12-31468,110,439
Number of terminated vested participants2014-12-317,315
Current liability for terminated vested participants2014-12-31410,520,967
Current liability for active participants non vested benefits2014-12-31121,306,953
Current liability for active participants vested benefits2014-12-31885,998,165
Total number of active articipats2014-12-318,723
Current liability for active participants2014-12-311,007,305,118
Total participant count with liabilities2014-12-3121,814
Total current liabilitoes for participants with libailities2014-12-311,885,936,524
Total employer contributions in plan year2014-12-3132,427,661
Total employee contributions in plan year2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-3110,331,994
Prior year credit balance2014-12-3149,397,041
Amortization credits as of valuation date2014-12-3112,272,923
Total participants, beginning-of-year2014-01-0122,187
Total number of active participants reported on line 7a of the Form 55002014-01-018,123
Number of retired or separated participants receiving benefits2014-01-016,010
Number of other retired or separated participants entitled to future benefits2014-01-017,465
Total of all active and inactive participants2014-01-0121,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01241
Total participants2014-01-0121,839
Number of employers contributing to the scheme2014-01-016
2013: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2013 401k membership
Current value of assets2013-12-31884,380,414
Acturial value of assets for funding standard account2013-12-31855,508,039
Accrued liability for plan using immediate gains methods2013-12-311,002,758,204
Accrued liability under unit credit cost method2013-12-311,002,758,204
RPA 94 current liability2013-12-311,771,714,226
Expected increase in current liability due to benefits accruing during the plan year2013-12-3136,836,522
Expected release from RPA 94 current liability for plan year2013-12-3148,290,294
Expected plan disbursements for the plan year2013-12-3148,303,636
Current value of assets2013-12-31884,380,414
Number of retired participants and beneficiaries receiving payment2013-12-315,374
Current liability for retired participants and beneficiaries receiving payment2013-12-31504,472,211
Number of terminated vested participants2013-12-317,116
Current liability for terminated vested participants2013-12-31275,936,857
Current liability for active participants non vested benefits2013-12-31118,724,762
Current liability for active participants vested benefits2013-12-31872,580,396
Total number of active articipats2013-12-319,488
Current liability for active participants2013-12-31991,305,158
Total participant count with liabilities2013-12-3121,978
Total current liabilitoes for participants with libailities2013-12-311,771,714,226
Total employer contributions in plan year2013-12-3144,193,269
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-3117,559,446
Prior year credit balance2013-12-3143,311,124
Amortization credits as of valuation date2013-12-317,737,713
Total participants, beginning-of-year2013-01-0122,502
Total number of active participants reported on line 7a of the Form 55002013-01-018,919
Number of retired or separated participants receiving benefits2013-01-015,536
Number of other retired or separated participants entitled to future benefits2013-01-017,492
Total of all active and inactive participants2013-01-0121,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01240
Total participants2013-01-0122,187
Number of employers contributing to the scheme2013-01-016
2012: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-0122,585
Total number of active participants reported on line 7a of the Form 55002012-01-019,864
Number of retired or separated participants receiving benefits2012-01-015,140
Number of other retired or separated participants entitled to future benefits2012-01-017,264
Total of all active and inactive participants2012-01-0122,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01234
Total participants2012-01-0122,502
Number of employers contributing to the scheme2012-01-016
2011: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-0123,227
Total number of active participants reported on line 7a of the Form 55002011-01-0110,414
Number of retired or separated participants receiving benefits2011-01-014,885
Number of other retired or separated participants entitled to future benefits2011-01-017,063
Total of all active and inactive participants2011-01-0122,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01223
Total participants2011-01-0122,585
Number of employers contributing to the scheme2011-01-016
2010: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-0123,519
Total number of active participants reported on line 7a of the Form 55002010-01-0111,622
Number of retired or separated participants receiving benefits2010-01-014,559
Number of other retired or separated participants entitled to future benefits2010-01-016,836
Total of all active and inactive participants2010-01-0123,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01210
Total participants2010-01-0123,227
Number of employers contributing to the scheme2010-01-016
2009: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-0123,530
Total number of active participants reported on line 7a of the Form 55002009-01-0112,410
Number of retired or separated participants receiving benefits2009-01-014,353
Number of other retired or separated participants entitled to future benefits2009-01-016,554
Total of all active and inactive participants2009-01-0123,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01202
Total participants2009-01-0123,519
Number of employers contributing to the scheme2009-01-016

Financial Data on RETIREMENT PLAN FOR HOSPITAL EMPLOYEES

Measure Date Value
2023 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$8,667,878
Total unrealized appreciation/depreciation of assets2023-12-31$8,667,878
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,178,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,515,079
Total income from all sources (including contributions)2023-12-31$163,045,050
Total loss/gain on sale of assets2023-12-31$1,882,116
Total of all expenses incurred2023-12-31$105,566,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$100,705,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$15,274,996
Value of total assets at end of year2023-12-31$1,269,400,948
Value of total assets at beginning of year2023-12-31$1,215,258,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$4,860,696
Total interest from all sources2023-12-31$16,933,583
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$286,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$2,781,108
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$2,767,466
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$9,962,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$2,037,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$873,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$4,170,684
Other income not declared elsewhere2023-12-31$670,972
Administrative expenses (other) incurred2023-12-31$828,325
Liabilities. Value of operating payables at end of year2023-12-31$305,527
Liabilities. Value of operating payables at beginning of year2023-12-31$344,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$57,479,038
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,268,222,087
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,210,743,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$62,313,674
Assets. partnership/joint venture interests at beginning of year2023-12-31$57,816,972
Investment advisory and management fees2023-12-31$1,681,648
Interest earned on other investments2023-12-31$4,729,830
Income. Interest from US Government securities2023-12-31$4,556,369
Income. Interest from corporate debt instruments2023-12-31$5,382,200
Value of interest in common/collective trusts at end of year2023-12-31$920,143,479
Value of interest in common/collective trusts at beginning of year2023-12-31$866,491,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$17,754,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$28,180,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$28,180,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,265,184
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$31,180,480
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$28,693,277
Asset value of US Government securities at end of year2023-12-31$125,762,952
Asset value of US Government securities at beginning of year2023-12-31$113,516,637
Net investment gain or loss from common/collective trusts2023-12-31$116,740,001
Net gain/loss from 103.12 investment entities2023-12-31$2,589,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$15,274,996
Employer contributions (assets) at end of year2023-12-31$13,274,996
Employer contributions (assets) at beginning of year2023-12-31$18,810,699
Income. Dividends from preferred stock2023-12-31$280,906
Income. Dividends from common stock2023-12-31$5,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$100,705,316
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$96,943,327
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$86,226,934
Contract administrator fees2023-12-31$1,149,138
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$316,283,873
Aggregate carrying amount (costs) on sale of assets2023-12-31$314,401,757
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EIDE BAILLY
Accountancy firm EIN2023-12-31450250958
2022 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-155,129,327
Total unrealized appreciation/depreciation of assets2022-12-31$-155,129,327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,515,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$706,062
Total income from all sources (including contributions)2022-12-31$-201,733,742
Total loss/gain on sale of assets2022-12-31$50,672,374
Total of all expenses incurred2022-12-31$103,662,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$97,883,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,810,699
Value of total assets at end of year2022-12-31$1,215,258,128
Value of total assets at beginning of year2022-12-31$1,516,845,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,779,272
Total interest from all sources2022-12-31$16,347,261
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,856,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,094,089
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$2,767,466
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$3,399,336
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,037,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,080,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,170,684
Other income not declared elsewhere2022-12-31$343,920
Administrative expenses (other) incurred2022-12-31$770,783
Liabilities. Value of operating payables at end of year2022-12-31$344,395
Liabilities. Value of operating payables at beginning of year2022-12-31$706,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-305,396,207
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,210,743,049
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,516,139,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$57,816,972
Assets. partnership/joint venture interests at beginning of year2022-12-31$78,503,688
Investment advisory and management fees2022-12-31$2,815,692
Interest earned on other investments2022-12-31$4,016,260
Income. Interest from US Government securities2022-12-31$3,282,571
Income. Interest from corporate debt instruments2022-12-31$7,089,643
Value of interest in common/collective trusts at end of year2022-12-31$866,491,528
Value of interest in common/collective trusts at beginning of year2022-12-31$703,296,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$28,180,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$50,144,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$50,144,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,958,787
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$28,693,277
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$33,984,855
Asset value of US Government securities at end of year2022-12-31$113,516,637
Asset value of US Government securities at beginning of year2022-12-31$186,173,922
Net investment gain or loss from common/collective trusts2022-12-31$-133,449,435
Net gain/loss from 103.12 investment entities2022-12-31$-5,185,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$20,810,699
Employer contributions (assets) at end of year2022-12-31$18,810,699
Employer contributions (assets) at beginning of year2022-12-31$12,964,498
Income. Dividends from common stock2022-12-31$3,856,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$97,883,193
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$96,943,327
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$122,024,625
Contract administrator fees2022-12-31$1,098,708
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$324,273,214
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$517,097,956
Aggregate carrying amount (costs) on sale of assets2022-12-31$466,425,582
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY
Accountancy firm EIN2022-12-31450250958
2021 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$18,961,242
Total unrealized appreciation/depreciation of assets2021-12-31$18,961,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$706,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,173,239
Total income from all sources (including contributions)2021-12-31$192,477,821
Total loss/gain on sale of assets2021-12-31$74,258,676
Total of all expenses incurred2021-12-31$93,661,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$87,905,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,964,498
Value of total assets at end of year2021-12-31$1,516,845,318
Value of total assets at beginning of year2021-12-31$1,436,496,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,756,197
Total interest from all sources2021-12-31$13,945,730
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,003,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,020,471
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$3,399,336
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$3,472,440
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,916,622
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,080,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,282,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$18,380,064
Other income not declared elsewhere2021-12-31$117,951
Administrative expenses (other) incurred2021-12-31$734,412
Liabilities. Value of operating payables at end of year2021-12-31$706,062
Liabilities. Value of operating payables at beginning of year2021-12-31$793,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$98,815,889
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,516,139,256
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,417,323,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$78,503,688
Assets. partnership/joint venture interests at beginning of year2021-12-31$73,914,532
Investment advisory and management fees2021-12-31$2,949,022
Interest earned on other investments2021-12-31$3,441,177
Income. Interest from US Government securities2021-12-31$3,456,740
Income. Interest from corporate debt instruments2021-12-31$5,895,960
Value of interest in common/collective trusts at end of year2021-12-31$703,296,901
Value of interest in common/collective trusts at beginning of year2021-12-31$622,786,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$50,144,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$39,559,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$39,559,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,151,853
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$33,984,855
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$35,750,957
Asset value of US Government securities at end of year2021-12-31$184,257,300
Asset value of US Government securities at beginning of year2021-12-31$173,884,845
Net investment gain or loss from common/collective trusts2021-12-31$62,916,850
Net gain/loss from 103.12 investment entities2021-12-31$4,309,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,964,498
Employer contributions (assets) at end of year2021-12-31$12,964,498
Employer contributions (assets) at beginning of year2021-12-31$26,213,181
Income. Dividends from common stock2021-12-31$5,003,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$87,905,735
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$122,024,625
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$140,327,387
Contract administrator fees2021-12-31$1,052,292
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$324,273,214
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$318,303,945
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$760,253,094
Aggregate carrying amount (costs) on sale of assets2021-12-31$685,994,418
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY
Accountancy firm EIN2021-12-31450250958
2020 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$64,600,342
Total unrealized appreciation/depreciation of assets2020-12-31$64,600,342
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$19,173,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$683,822
Total income from all sources (including contributions)2020-12-31$167,721,893
Total loss/gain on sale of assets2020-12-31$-5,334,541
Total of all expenses incurred2020-12-31$88,266,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$82,632,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,513,181
Value of total assets at end of year2020-12-31$1,436,496,606
Value of total assets at beginning of year2020-12-31$1,338,552,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,634,365
Total interest from all sources2020-12-31$15,673,497
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,764,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,014,932
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$3,472,440
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$3,387,152
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,282,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,508,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$18,380,064
Other income not declared elsewhere2020-12-31$65,831
Administrative expenses (other) incurred2020-12-31$771,397
Liabilities. Value of operating payables at end of year2020-12-31$793,175
Liabilities. Value of operating payables at beginning of year2020-12-31$683,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$79,455,135
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,417,323,367
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,337,868,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$73,914,532
Assets. partnership/joint venture interests at beginning of year2020-12-31$68,875,681
Investment advisory and management fees2020-12-31$2,820,980
Interest earned on other investments2020-12-31$3,635,418
Income. Interest from US Government securities2020-12-31$3,998,549
Income. Interest from corporate debt instruments2020-12-31$6,746,359
Value of interest in common/collective trusts at end of year2020-12-31$622,786,917
Value of interest in common/collective trusts at beginning of year2020-12-31$494,638,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$39,559,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$20,176,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$20,176,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,293,171
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$35,750,957
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$168,503,264
Asset value of US Government securities at end of year2020-12-31$173,884,845
Asset value of US Government securities at beginning of year2020-12-31$181,387,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,023,526
Net investment gain or loss from common/collective trusts2020-12-31$59,415,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$27,513,181
Employer contributions (assets) at end of year2020-12-31$26,213,181
Employer contributions (assets) at beginning of year2020-12-31$20,265,398
Income. Dividends from common stock2020-12-31$4,764,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$82,632,393
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$140,327,387
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$123,899,944
Contract administrator fees2020-12-31$1,027,056
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$318,303,945
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$254,908,657
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$51,665,459
Aggregate carrying amount (costs) on sale of assets2020-12-31$57,000,000
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$108,840,237
Total unrealized appreciation/depreciation of assets2019-12-31$108,840,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$683,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$991,045
Total income from all sources (including contributions)2019-12-31$245,672,902
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$79,767,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$74,322,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,765,398
Value of total assets at end of year2019-12-31$1,338,552,053
Value of total assets at beginning of year2019-12-31$1,172,954,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,445,308
Total interest from all sources2019-12-31$12,556,058
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,031,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$994,728
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$3,387,152
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$218,386,287
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,508,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,403,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$198,020
Other income not declared elsewhere2019-12-31$193,144
Administrative expenses (other) incurred2019-12-31$739,260
Liabilities. Value of operating payables at end of year2019-12-31$683,822
Liabilities. Value of operating payables at beginning of year2019-12-31$793,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$165,905,158
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,337,868,231
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,171,963,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$128,275,309
Assets. partnership/joint venture interests at beginning of year2019-12-31$115,028,317
Investment advisory and management fees2019-12-31$2,709,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,236,002
Interest earned on other investments2019-12-31$9,450,252
Income. Interest from US Government securities2019-12-31$1,735,783
Income. Interest from corporate debt instruments2019-12-31$1,177,482
Value of interest in common/collective trusts at end of year2019-12-31$435,238,990
Value of interest in common/collective trusts at beginning of year2019-12-31$318,268,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$20,176,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$18,635,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$18,635,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$192,541
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$168,503,264
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$132,485,435
Asset value of US Government securities at end of year2019-12-31$181,896,624
Asset value of US Government securities at beginning of year2019-12-31$173,123,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,862,280
Net investment gain or loss from common/collective trusts2019-12-31$66,529,705
Net gain/loss from 103.12 investment entities2019-12-31$25,757,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$21,765,398
Employer contributions (assets) at end of year2019-12-31$20,265,398
Employer contributions (assets) at beginning of year2019-12-31$17,607,810
Income. Dividends from common stock2019-12-31$10,031,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$74,322,436
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$123,391,047
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$121,778,614
Contract administrator fees2019-12-31$1,001,802
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$258,295,809
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$218,386,287
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$660,396,335
Aggregate carrying amount (costs) on sale of assets2019-12-31$637,647,506
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31EIDE BAILLY
Accountancy firm EIN2019-12-31450250958
2018 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-86,947,232
Total unrealized appreciation/depreciation of assets2018-12-31$-86,947,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$991,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,817,890
Total income from all sources (including contributions)2018-12-31$-59,263,703
Total loss/gain on sale of assets2018-12-31$39,099,353
Total of all expenses incurred2018-12-31$71,624,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$66,068,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,607,811
Value of total assets at end of year2018-12-31$1,172,954,118
Value of total assets at beginning of year2018-12-31$1,326,669,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,556,055
Total interest from all sources2018-12-31$14,687,466
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,362,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,846,998
Administrative expenses professional fees incurred2018-12-31$971,746
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,403,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,378,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$198,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$22,914,628
Other income not declared elsewhere2018-12-31$131,285
Administrative expenses (other) incurred2018-12-31$701,085
Liabilities. Value of operating payables at end of year2018-12-31$793,025
Liabilities. Value of operating payables at beginning of year2018-12-31$903,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-130,888,277
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,171,963,073
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,302,851,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$115,028,317
Assets. partnership/joint venture interests at beginning of year2018-12-31$80,797,739
Investment advisory and management fees2018-12-31$2,916,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$55,236,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$59,928,291
Interest earned on other investments2018-12-31$1,085,400
Income. Interest from US Government securities2018-12-31$5,835,852
Income. Interest from corporate debt instruments2018-12-31$6,973,315
Value of interest in master investment trust accounts at beginning of year2018-12-31$145,836,848
Value of interest in common/collective trusts at end of year2018-12-31$318,268,761
Value of interest in common/collective trusts at beginning of year2018-12-31$303,980,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$18,635,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$42,155,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$42,155,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$792,899
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$132,485,435
Asset value of US Government securities at end of year2018-12-31$173,123,556
Asset value of US Government securities at beginning of year2018-12-31$226,346,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,539,287
Net investment gain or loss from common/collective trusts2018-12-31$-21,071,842
Net gain/loss from 103.12 investment entities2018-12-31$-24,593,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$19,607,811
Employer contributions (assets) at end of year2018-12-31$17,607,810
Employer contributions (assets) at beginning of year2018-12-31$29,770,781
Income. Dividends from common stock2018-12-31$4,515,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$66,068,519
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$121,778,614
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$127,647,653
Contract administrator fees2018-12-31$966,942
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$218,386,287
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$307,827,264
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$980,533,799
Aggregate carrying amount (costs) on sale of assets2018-12-31$941,434,446
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$48,172,017
Total unrealized appreciation/depreciation of assets2017-12-31$48,172,017
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,817,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$968,202
Total income from all sources (including contributions)2017-12-31$237,169,151
Total loss/gain on sale of assets2017-12-31$25,193,486
Total of all expenses incurred2017-12-31$65,473,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$60,123,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,770,781
Value of total assets at end of year2017-12-31$1,326,669,240
Value of total assets at beginning of year2017-12-31$1,132,124,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,349,960
Total interest from all sources2017-12-31$12,031,917
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,717,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$804,459
Administrative expenses professional fees incurred2017-12-31$893,576
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,378,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,396,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$22,914,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$195,836
Other income not declared elsewhere2017-12-31$117,107
Administrative expenses (other) incurred2017-12-31$703,920
Liabilities. Value of operating payables at end of year2017-12-31$903,262
Liabilities. Value of operating payables at beginning of year2017-12-31$772,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$171,695,486
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,302,851,350
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,131,155,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$80,797,739
Assets. partnership/joint venture interests at beginning of year2017-12-31$61,922,537
Investment advisory and management fees2017-12-31$2,839,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$59,928,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,578,781
Interest earned on other investments2017-12-31$4,062
Income. Interest from US Government securities2017-12-31$5,099,091
Income. Interest from corporate debt instruments2017-12-31$6,832,270
Value of interest in master investment trust accounts at end of year2017-12-31$145,836,848
Value of interest in master investment trust accounts at beginning of year2017-12-31$110,134,568
Value of interest in common/collective trusts at end of year2017-12-31$303,980,855
Value of interest in common/collective trusts at beginning of year2017-12-31$260,161,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$42,155,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$23,990,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$23,990,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$96,494
Asset value of US Government securities at end of year2017-12-31$226,346,113
Asset value of US Government securities at beginning of year2017-12-31$179,365,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,545,051
Net investment gain or loss from common/collective trusts2017-12-31$73,234,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$31,770,781
Employer contributions (assets) at end of year2017-12-31$29,770,781
Employer contributions (assets) at beginning of year2017-12-31$45,497,869
Income. Dividends from common stock2017-12-31$4,912,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$60,123,705
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$127,647,653
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$133,612,374
Contract administrator fees2017-12-31$912,660
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$307,827,264
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$260,465,008
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$448,846,559
Aggregate carrying amount (costs) on sale of assets2017-12-31$423,653,073
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31VAVRINEK, TRINE, DAY & CO., LLP
Accountancy firm EIN2017-12-31952648289
2016 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$48,247,053
Total unrealized appreciation/depreciation of assets2016-12-31$48,247,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$968,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,466,869
Total income from all sources (including contributions)2016-12-31$129,158,490
Total loss/gain on sale of assets2016-12-31$1,924,707
Total of all expenses incurred2016-12-31$60,465,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$55,790,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$47,497,920
Value of total assets at end of year2016-12-31$1,132,124,066
Value of total assets at beginning of year2016-12-31$1,063,929,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,675,491
Total interest from all sources2016-12-31$12,418,461
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,682,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,424,899
Administrative expenses professional fees incurred2016-12-31$722,310
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,396,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,532,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$195,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$720,477
Other income not declared elsewhere2016-12-31$109,723
Administrative expenses (other) incurred2016-12-31$695,993
Liabilities. Value of operating payables at end of year2016-12-31$772,366
Liabilities. Value of operating payables at beginning of year2016-12-31$746,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$68,692,995
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,131,155,864
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,062,462,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$61,922,537
Assets. partnership/joint venture interests at beginning of year2016-12-31$54,377,132
Investment advisory and management fees2016-12-31$2,373,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$54,578,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$146,272,981
Income. Interest from US Government securities2016-12-31$4,063,987
Income. Interest from corporate debt instruments2016-12-31$8,311,586
Value of interest in master investment trust accounts at end of year2016-12-31$110,134,568
Value of interest in master investment trust accounts at beginning of year2016-12-31$109,690,226
Value of interest in common/collective trusts at end of year2016-12-31$260,161,101
Value of interest in common/collective trusts at beginning of year2016-12-31$159,821,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$23,990,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$18,625,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$18,625,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$42,888
Asset value of US Government securities at end of year2016-12-31$179,365,141
Asset value of US Government securities at beginning of year2016-12-31$157,554,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-293,673
Net investment gain or loss from common/collective trusts2016-12-31$11,512,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$47,497,920
Employer contributions (assets) at end of year2016-12-31$45,497,869
Employer contributions (assets) at beginning of year2016-12-31$48,550,252
Income. Dividends from common stock2016-12-31$4,257,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$55,790,004
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$133,612,374
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$144,471,633
Contract administrator fees2016-12-31$883,920
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$260,465,008
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$222,032,732
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$454,832,229
Aggregate carrying amount (costs) on sale of assets2016-12-31$452,907,522
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HEMMING MORSE CPAS AND ACCOUNTANTS
Accountancy firm EIN2016-12-31300702322
2015 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-66,302,526
Total unrealized appreciation/depreciation of assets2015-12-31$-66,302,526
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,466,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,365,027
Total income from all sources (including contributions)2015-12-31$35,408,943
Total loss/gain on sale of assets2015-12-31$41,196,931
Total of all expenses incurred2015-12-31$55,546,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$50,581,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$48,550,252
Value of total assets at end of year2015-12-31$1,063,929,738
Value of total assets at beginning of year2015-12-31$1,085,964,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,964,897
Total interest from all sources2015-12-31$11,940,478
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,317,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,905,915
Administrative expenses professional fees incurred2015-12-31$844,540
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,532,810
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,456,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$720,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,427,003
Other income not declared elsewhere2015-12-31$169,590
Administrative expenses (other) incurred2015-12-31$833,201
Liabilities. Value of operating payables at end of year2015-12-31$746,392
Liabilities. Value of operating payables at beginning of year2015-12-31$938,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-20,137,060
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,062,462,869
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,082,599,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$54,377,132
Assets. partnership/joint venture interests at beginning of year2015-12-31$66,528,300
Investment advisory and management fees2015-12-31$2,425,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$146,272,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$152,332,496
Interest earned on other investments2015-12-31$1,165
Income. Interest from US Government securities2015-12-31$4,376,737
Income. Interest from corporate debt instruments2015-12-31$7,558,763
Value of interest in master investment trust accounts at end of year2015-12-31$109,690,226
Value of interest in master investment trust accounts at beginning of year2015-12-31$105,586,220
Value of interest in common/collective trusts at end of year2015-12-31$159,821,940
Value of interest in common/collective trusts at beginning of year2015-12-31$42,959,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$18,625,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$29,699,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$29,699,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,813
Asset value of US Government securities at end of year2015-12-31$157,554,993
Asset value of US Government securities at beginning of year2015-12-31$157,853,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,965,429
Net investment gain or loss from common/collective trusts2015-12-31$-2,234,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$48,550,252
Employer contributions (assets) at end of year2015-12-31$48,550,252
Employer contributions (assets) at beginning of year2015-12-31$32,427,662
Income. Dividends from common stock2015-12-31$3,411,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$50,581,106
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$144,471,633
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$148,460,483
Contract administrator fees2015-12-31$861,960
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$222,032,732
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$347,661,070
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$590,315,387
Aggregate carrying amount (costs) on sale of assets2015-12-31$549,118,456
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HEMMING MORSE CPAS AND ACCOUNTANTS
Accountancy firm EIN2015-12-31300702322
2014 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-59,134,643
Total unrealized appreciation/depreciation of assets2014-12-31$-59,134,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,365,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,271,102
Total income from all sources (including contributions)2014-12-31$64,068,760
Total loss/gain on sale of assets2014-12-31$79,506,553
Total of all expenses incurred2014-12-31$50,703,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$45,697,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$32,427,662
Value of total assets at end of year2014-12-31$1,085,964,956
Value of total assets at beginning of year2014-12-31$1,070,505,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,005,376
Total interest from all sources2014-12-31$12,159,107
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,482,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,468,386
Administrative expenses professional fees incurred2014-12-31$960,109
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,456,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,724,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,427,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$283,650
Other income not declared elsewhere2014-12-31$69,085
Administrative expenses (other) incurred2014-12-31$374,272
Liabilities. Value of operating payables at end of year2014-12-31$938,024
Liabilities. Value of operating payables at beginning of year2014-12-31$987,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,365,721
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,082,599,929
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,069,234,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$66,528,300
Investment advisory and management fees2014-12-31$2,851,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$152,332,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$133,406,330
Interest earned on other investments2014-12-31$10,870
Income. Interest from US Government securities2014-12-31$4,571,168
Income. Interest from corporate debt instruments2014-12-31$7,570,104
Value of interest in master investment trust accounts at end of year2014-12-31$105,586,220
Value of interest in master investment trust accounts at beginning of year2014-12-31$92,955,442
Value of interest in common/collective trusts at end of year2014-12-31$42,959,589
Value of interest in common/collective trusts at beginning of year2014-12-31$22,170,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$29,699,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$34,935,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$34,935,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,965
Asset value of US Government securities at end of year2014-12-31$157,853,218
Asset value of US Government securities at beginning of year2014-12-31$127,801,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-7,042,220
Net investment gain or loss from common/collective trusts2014-12-31$2,889,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$32,427,662
Employer contributions (assets) at end of year2014-12-31$32,427,662
Employer contributions (assets) at beginning of year2014-12-31$44,193,269
Income. Dividends from common stock2014-12-31$5,013,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$45,697,663
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$148,460,483
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$129,794,916
Contract administrator fees2014-12-31$819,806
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$347,661,070
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$482,523,205
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$960,734,407
Aggregate carrying amount (costs) on sale of assets2014-12-31$881,227,854
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2014-12-31300702322
2013 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$76,321,725
Total unrealized appreciation/depreciation of assets2013-12-31$76,321,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,271,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,031,902
Total income from all sources (including contributions)2013-12-31$229,737,251
Total loss/gain on sale of assets2013-12-31$51,730,909
Total of all expenses incurred2013-12-31$44,883,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$40,056,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$44,193,268
Value of total assets at end of year2013-12-31$1,070,505,310
Value of total assets at beginning of year2013-12-31$890,412,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,826,490
Total interest from all sources2013-12-31$10,810,443
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,922,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,546,918
Administrative expenses professional fees incurred2013-12-31$717,101
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,724,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,504,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$283,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,181,487
Other income not declared elsewhere2013-12-31$72,084
Administrative expenses (other) incurred2013-12-31$361,738
Liabilities. Value of operating payables at end of year2013-12-31$987,452
Liabilities. Value of operating payables at beginning of year2013-12-31$850,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$184,853,794
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,069,234,208
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$884,380,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,964,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$133,406,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$114,672,366
Interest earned on other investments2013-12-31$11,942
Income. Interest from US Government securities2013-12-31$4,602,128
Income. Interest from corporate debt instruments2013-12-31$6,190,511
Value of interest in master investment trust accounts at end of year2013-12-31$92,955,442
Value of interest in master investment trust accounts at beginning of year2013-12-31$76,764,011
Value of interest in common/collective trusts at end of year2013-12-31$22,170,112
Value of interest in common/collective trusts at beginning of year2013-12-31$22,341,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$34,935,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$22,717,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$22,717,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5,862
Asset value of US Government securities at end of year2013-12-31$127,801,527
Asset value of US Government securities at beginning of year2013-12-31$127,865,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,187,046
Net investment gain or loss from common/collective trusts2013-12-31$5,829,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$44,193,268
Employer contributions (assets) at end of year2013-12-31$44,193,269
Employer contributions (assets) at beginning of year2013-12-31$40,524,274
Income. Dividends from common stock2013-12-31$5,375,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$40,056,967
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$129,794,916
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$114,167,845
Contract administrator fees2013-12-31$783,453
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$482,523,205
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$368,854,811
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$647,812,454
Aggregate carrying amount (costs) on sale of assets2013-12-31$596,081,545
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2013-12-31300702322
2012 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$33,327,764
Total unrealized appreciation/depreciation of assets2012-12-31$33,327,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,031,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$834,658
Total income from all sources (including contributions)2012-12-31$152,579,208
Total loss/gain on sale of assets2012-12-31$29,899,642
Total of all expenses incurred2012-12-31$39,806,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$35,476,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$40,582,063
Value of total assets at end of year2012-12-31$890,412,316
Value of total assets at beginning of year2012-12-31$772,442,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,329,567
Total interest from all sources2012-12-31$11,715,132
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,478,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,674,739
Administrative expenses professional fees incurred2012-12-31$659,947
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,504,663
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,116,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,181,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$41,891
Other income not declared elsewhere2012-12-31$164,818
Administrative expenses (other) incurred2012-12-31$296,146
Liabilities. Value of operating payables at end of year2012-12-31$850,415
Liabilities. Value of operating payables at beginning of year2012-12-31$792,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$112,772,772
Value of net assets at end of year (total assets less liabilities)2012-12-31$884,380,414
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$771,607,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,609,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$114,672,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$60,814,202
Interest earned on other investments2012-12-31$21,176
Income. Interest from US Government securities2012-12-31$5,722,103
Income. Interest from corporate debt instruments2012-12-31$5,962,706
Value of interest in master investment trust accounts at end of year2012-12-31$76,764,011
Value of interest in master investment trust accounts at beginning of year2012-12-31$64,565,689
Value of interest in common/collective trusts at end of year2012-12-31$22,341,007
Value of interest in common/collective trusts at beginning of year2012-12-31$19,183,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$22,717,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$20,990,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$20,990,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9,147
Asset value of US Government securities at end of year2012-12-31$127,865,532
Asset value of US Government securities at beginning of year2012-12-31$124,079,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,632,142
Net investment gain or loss from common/collective trusts2012-12-31$3,157,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$40,582,063
Employer contributions (assets) at end of year2012-12-31$40,524,274
Employer contributions (assets) at beginning of year2012-12-31$36,801,081
Income. Dividends from common stock2012-12-31$5,804,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,476,869
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$114,167,845
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$99,334,080
Contract administrator fees2012-12-31$764,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$368,854,811
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$344,557,292
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$603,912,190
Aggregate carrying amount (costs) on sale of assets2012-12-31$574,012,548
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2012-12-31300702322
2011 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-32,192,957
Total unrealized appreciation/depreciation of assets2011-12-31$-32,192,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$834,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$814,448
Total income from all sources (including contributions)2011-12-31$27,550,288
Total loss/gain on sale of assets2011-12-31$23,288,470
Total of all expenses incurred2011-12-31$36,508,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$32,070,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$36,801,081
Value of total assets at end of year2011-12-31$772,442,300
Value of total assets at beginning of year2011-12-31$781,380,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,437,703
Total interest from all sources2011-12-31$11,216,255
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,316,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,206,590
Administrative expenses professional fees incurred2011-12-31$680,304
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$399,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,116,351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,967,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$41,891
Other income not declared elsewhere2011-12-31$130,146
Administrative expenses (other) incurred2011-12-31$291,227
Liabilities. Value of operating payables at end of year2011-12-31$792,767
Liabilities. Value of operating payables at beginning of year2011-12-31$814,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,958,095
Value of net assets at end of year (total assets less liabilities)2011-12-31$771,607,642
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$780,565,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,720,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$60,814,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$59,655,046
Interest earned on other investments2011-12-31$19,128
Income. Interest from US Government securities2011-12-31$5,917,368
Income. Interest from corporate debt instruments2011-12-31$5,153,645
Value of interest in master investment trust accounts at end of year2011-12-31$64,565,689
Value of interest in common/collective trusts at end of year2011-12-31$19,183,492
Value of interest in common/collective trusts at beginning of year2011-12-31$23,087,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$20,990,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20,856,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20,856,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$126,114
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$75,067,843
Asset value of US Government securities at end of year2011-12-31$124,079,946
Asset value of US Government securities at beginning of year2011-12-31$110,121,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,904,334
Net investment gain or loss from common/collective trusts2011-12-31$300,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$36,801,081
Employer contributions (assets) at end of year2011-12-31$36,801,081
Employer contributions (assets) at beginning of year2011-12-31$55,470,800
Income. Dividends from common stock2011-12-31$5,109,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$32,070,680
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$99,334,080
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$90,829,919
Contract administrator fees2011-12-31$745,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$344,557,292
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$343,924,836
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$559,511,173
Aggregate carrying amount (costs) on sale of assets2011-12-31$536,222,703
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2011-12-31300702322
2010 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$41,495,702
Total unrealized appreciation/depreciation of assets2010-12-31$41,495,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$814,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$792,877
Total income from all sources (including contributions)2010-12-31$151,617,033
Total loss/gain on sale of assets2010-12-31$20,321,391
Total of all expenses incurred2010-12-31$33,032,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$28,912,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$55,470,801
Value of total assets at end of year2010-12-31$781,380,185
Value of total assets at beginning of year2010-12-31$662,774,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,120,204
Total interest from all sources2010-12-31$10,874,833
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,142,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,804,675
Administrative expenses professional fees incurred2010-12-31$695,902
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$399,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,967,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,459,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$136,597
Other income not declared elsewhere2010-12-31$87,268
Administrative expenses (other) incurred2010-12-31$303,315
Liabilities. Value of operating payables at end of year2010-12-31$814,448
Liabilities. Value of operating payables at beginning of year2010-12-31$656,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$118,584,438
Value of net assets at end of year (total assets less liabilities)2010-12-31$780,565,737
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$661,981,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,391,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$59,655,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$54,431,601
Interest earned on other investments2010-12-31$24,991
Income. Interest from US Government securities2010-12-31$4,954,743
Income. Interest from corporate debt instruments2010-12-31$5,422,995
Value of interest in common/collective trusts at end of year2010-12-31$23,087,018
Value of interest in common/collective trusts at beginning of year2010-12-31$22,106,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20,856,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$11,178,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$11,178,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$472,104
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$75,067,843
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$65,647,194
Asset value of US Government securities at end of year2010-12-31$110,121,360
Asset value of US Government securities at beginning of year2010-12-31$97,989,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,418,770
Net investment gain or loss from common/collective trusts2010-12-31$3,139,585
Net gain/loss from 103.12 investment entities2010-12-31$10,666,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$55,470,801
Employer contributions (assets) at end of year2010-12-31$55,470,800
Employer contributions (assets) at beginning of year2010-12-31$59,482,603
Income. Dividends from common stock2010-12-31$4,337,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$28,912,391
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$90,829,919
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$93,144,520
Contract administrator fees2010-12-31$729,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$343,924,836
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$256,335,279
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$460,929,457
Aggregate carrying amount (costs) on sale of assets2010-12-31$440,608,066
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HEMMING MORSE CPAS & CONSULTANTS
Accountancy firm EIN2010-12-31942723629
2009 : RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR HOSPITAL EMPLOYEES

2023: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR HOSPITAL EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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