401k Plan data: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN plan

NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 401k Plan overview

Plan Name	NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN
Plan identification number	003

NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEWTON WELLESLEY HOSPITAL C/O PARTNERS HEALTHCARE SYSTEM, INC has sponsored the creation of one or more 401k plans.

Company Name: NEWTON WELLESLEY HOSPITAL C/O PARTNERS HEALTHCARE SYSTEM, INC

Employer identification number (EIN): 042103611

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-10-01 PAUL CHANEY JASON FAN 2014-07-18
003 2012-10-01 PAUL CHANEY JASON FAN 2014-04-29
003 2011-10-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2013-04-30
003 2009-10-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2011-05-02
003 2009-10-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2011-12-02
003 2009-10-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2011-05-02
003 2009-10-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2011-12-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2013-10-01	PAUL CHANEY	JASON FAN	2014-07-18
003	2012-10-01	PAUL CHANEY	JASON FAN	2014-04-29
003	2011-10-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2013-04-30
003	2009-10-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2011-05-02
003	2009-10-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2011-12-02
003	2009-10-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2011-05-02
003	2009-10-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2011-12-02

Plan Statistics for NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN

401k plan membership statisitcs for NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN

Measure Date Value
2013: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 4,194
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 0
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 0
Number of participants with account balances 2013-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 5,166
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 3,541
Number of retired or separated participants receiving benefits 2012-10-01 15
Number of other retired or separated participants entitled to future benefits 2012-10-01 636
Total of all active and inactive participants 2012-10-01 4,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 2
Total participants 2012-10-01 4,194
Number of participants with account balances 2012-10-01 2,913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 3,348
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 4,929
Number of retired or separated participants receiving benefits 2011-10-01 14
Number of other retired or separated participants entitled to future benefits 2011-10-01 220
Total of all active and inactive participants 2011-10-01 5,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 3
Total participants 2011-10-01 5,166
Number of participants with account balances 2011-10-01 5,166
2009: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 2,837
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 3,126
Number of retired or separated participants receiving benefits 2009-10-01 9
Number of other retired or separated participants entitled to future benefits 2009-10-01 65
Total of all active and inactive participants 2009-10-01 3,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 3,200
Number of participants with account balances 2009-10-01 3,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2013: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	4,194
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	0
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	0
Number of participants with account balances	2013-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	5,166
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	3,541
Number of retired or separated participants receiving benefits	2012-10-01	15
Number of other retired or separated participants entitled to future benefits	2012-10-01	636
Total of all active and inactive participants	2012-10-01	4,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	2
Total participants	2012-10-01	4,194
Number of participants with account balances	2012-10-01	2,913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	3,348
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	4,929
Number of retired or separated participants receiving benefits	2011-10-01	14
Number of other retired or separated participants entitled to future benefits	2011-10-01	220
Total of all active and inactive participants	2011-10-01	5,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	3
Total participants	2011-10-01	5,166
Number of participants with account balances	2011-10-01	5,166
2009: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	2,837
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	3,126
Number of retired or separated participants receiving benefits	2009-10-01	9
Number of other retired or separated participants entitled to future benefits	2009-10-01	65
Total of all active and inactive participants	2009-10-01	3,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	3,200
Number of participants with account balances	2009-10-01	3,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN

Measure	Date	Value
2013 : NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$109,230,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$7,642,021
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,390,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,389,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,198,335
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$102,978,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$483
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,175,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,175,536
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$7,785,667
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$58,263
Other income not declared elsewhere	2013-12-31	$297,409
Administrative expenses (other) incurred	2013-12-31	$483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,251,919
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$102,978,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$93,459,801
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$25,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,571,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,970,324
Net investment gain/loss from pooled separate accounts	2013-12-31	$417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,140,072
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$135,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,389,619
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2013-12-31	042684828
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$18,727,486
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$4,772,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$4,771,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$8,305,509
Value of total assets at end of year	2013-09-30	$102,978,147
Value of total assets at beginning of year	2013-09-30	$89,022,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$484
Total interest from all sources	2013-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$1,996,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-09-30	$1,996,654
Administrative expenses professional fees incurred	2013-09-30	$484
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$5,000,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Assets. Other investments not covered elsewhere at end of year	2013-09-30	$7,785,667
Income. Received or receivable in cash from other sources (including rollovers)	2013-09-30	$197,077
Other income not declared elsewhere	2013-09-30	$559,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$13,955,307
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$102,978,147
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$89,022,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$93,459,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$87,641,200
Value of interest in pooled separate accounts at end of year	2013-09-30	$25,791
Value of interest in pooled separate accounts at beginning of year	2013-09-30	$14,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-09-30	$1,571,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-09-30	$1,178,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$7,863,496
Net investment gain/loss from pooled separate accounts	2013-09-30	$2,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$8,108,432
Employer contributions (assets) at end of year	2013-09-30	$135,479
Employer contributions (assets) at beginning of year	2013-09-30	$189,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$4,771,695
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-09-30	No
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2013-09-30	042684828
2012 : NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$20,802,438
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$2,750,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$2,750,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$8,132,003
Value of total assets at end of year	2012-09-30	$89,022,840
Value of total assets at beginning of year	2012-09-30	$70,970,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$0
Total interest from all sources	2012-09-30	$2,033,931
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$5,000,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-09-30	$113,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$18,052,110
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$89,022,840
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$70,970,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$87,641,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$69,794,335
Value of interest in pooled separate accounts at end of year	2012-09-30	$14,067
Value of interest in pooled separate accounts at beginning of year	2012-09-30	$10,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-09-30	$2,033,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-09-30	$1,178,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-09-30	$1,034,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-09-30	$10,636,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$8,018,669
Employer contributions (assets) at end of year	2012-09-30	$189,118
Employer contributions (assets) at beginning of year	2012-09-30	$131,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$2,750,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-09-30	No
Did the plan have assets held for investment	2012-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	FEELEY & DRISCOLL , P.C.
Accountancy firm EIN	2012-09-30	042684828
2011 : NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$7,683,837
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$3,708,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$3,708,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$7,581,665
Value of total assets at end of year	2011-09-30	$70,970,730
Value of total assets at beginning of year	2011-09-30	$66,995,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$0
Total interest from all sources	2011-09-30	$1,608,655
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$5,000,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-09-30	$60,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$3,975,059
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$70,970,730
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$66,995,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$69,794,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$65,909,464
Value of interest in pooled separate accounts at end of year	2011-09-30	$10,689
Value of interest in pooled separate accounts at beginning of year	2011-09-30	$7,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-09-30	$1,608,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-09-30	$1,034,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-09-30	$955,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-09-30	$-1,506,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$7,521,217
Employer contributions (assets) at end of year	2011-09-30	$131,645
Employer contributions (assets) at beginning of year	2011-09-30	$123,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$3,708,778
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-09-30	No
Did the plan have assets held for investment	2011-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2011-09-30	042684828

Form 5500 Responses for NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN

2013: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	Yes
2013-10-01	This submission is the final filing	Yes
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

403232

Policy instance

Insurance contract or identification number	403232
Number of Individuals Covered	55
Insurance policy start date	2013-10-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

403232

Policy instance

Insurance contract or identification number	403232
Number of Individuals Covered	56
Insurance policy start date	2012-10-01
Insurance policy end date	2013-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

403232

Policy instance

Insurance contract or identification number	403232
Number of Individuals Covered	213
Insurance policy start date	2011-10-01
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

403232

Policy instance

Insurance contract or identification number	403232
Number of Individuals Covered	187
Insurance policy start date	2010-10-01
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	NEWTON WELLESLEY HOSPITAL C/O PARTNERS HEALTHCARE SYSTEM, INC
Employer identification number (EIN):	042103611
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations