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TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 401k Plan overview

Plan NameTAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL
Plan identification number 002

TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Life insurance

401k Sponsoring company profile

ANNA JAQUES HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ANNA JAQUES HOSPITAL
Employer identification number (EIN):042104338
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ANNA JAQUES HOSPITAL

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 042104338

More information about ANNA JAQUES HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RHONDA KEITH
0022017-01-01RHONDA KEITH
0022016-01-01RHONDA KEITH
0022015-01-01RHONDA KEITH
0022014-01-01RHONDA KEITH
0022013-01-01RHONDA KEITH
0022012-01-01JENNIFER TAVARES
0022011-01-01JENNIFER TAVARES
0022009-01-01KRISTEN SILVEIRA
0022009-01-01KRISTEN SILVEIRA

Plan Statistics for TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL

401k plan membership statisitcs for TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL

Measure Date Value
2023: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2023 401k membership
Total participants, beginning-of-year2023-01-011,127
Total number of active participants reported on line 7a of the Form 55002023-01-011,082
Number of retired or separated participants receiving benefits2023-01-0115
Number of other retired or separated participants entitled to future benefits2023-01-01212
Total of all active and inactive participants2023-01-011,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,309
Number of participants with account balances2023-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0111
2022: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2022 401k membership
Total participants, beginning-of-year2022-01-011,453
Total number of active participants reported on line 7a of the Form 55002022-01-011,013
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-011,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,127
Number of participants with account balances2022-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2021 401k membership
Total participants, beginning-of-year2021-01-011,297
Total number of active participants reported on line 7a of the Form 55002021-01-011,021
Number of retired or separated participants receiving benefits2021-01-0135
Number of other retired or separated participants entitled to future benefits2021-01-01396
Total of all active and inactive participants2021-01-011,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,453
Number of participants with account balances2021-01-011,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2020 401k membership
Total participants, beginning-of-year2020-01-011,268
Total number of active participants reported on line 7a of the Form 55002020-01-01910
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01381
Total of all active and inactive participants2020-01-011,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,297
Number of participants with account balances2020-01-011,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2019 401k membership
Total participants, beginning-of-year2019-01-011,229
Total number of active participants reported on line 7a of the Form 55002019-01-01943
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01325
Total of all active and inactive participants2019-01-011,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,268
Number of participants with account balances2019-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2018 401k membership
Total participants, beginning-of-year2018-01-011,436
Total number of active participants reported on line 7a of the Form 55002018-01-011,162
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01305
Total of all active and inactive participants2018-01-011,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,467
Number of participants with account balances2018-01-011,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2017 401k membership
Total participants, beginning-of-year2017-01-011,402
Total number of active participants reported on line 7a of the Form 55002017-01-011,406
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-011,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,464
Number of participants with account balances2017-01-011,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2016 401k membership
Total participants, beginning-of-year2016-01-011,375
Total number of active participants reported on line 7a of the Form 55002016-01-011,074
Number of retired or separated participants receiving benefits2016-01-0143
Number of other retired or separated participants entitled to future benefits2016-01-01294
Total of all active and inactive participants2016-01-011,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,411
Number of participants with account balances2016-01-011,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-011,382
Total number of active participants reported on line 7a of the Form 55002015-01-011,025
Number of retired or separated participants receiving benefits2015-01-0130
Number of other retired or separated participants entitled to future benefits2015-01-01320
Total of all active and inactive participants2015-01-011,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,375
Number of participants with account balances2015-01-011,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-011,339
Total number of active participants reported on line 7a of the Form 55002014-01-011,069
Number of retired or separated participants receiving benefits2014-01-0134
Number of other retired or separated participants entitled to future benefits2014-01-01279
Total of all active and inactive participants2014-01-011,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,382
Number of participants with account balances2014-01-011,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-011,297
Total number of active participants reported on line 7a of the Form 55002013-01-011,019
Number of retired or separated participants receiving benefits2013-01-0135
Number of other retired or separated participants entitled to future benefits2013-01-01264
Total of all active and inactive participants2013-01-011,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,318
Number of participants with account balances2013-01-011,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0154
2012: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-011,272
Total number of active participants reported on line 7a of the Form 55002012-01-01962
Number of retired or separated participants receiving benefits2012-01-0129
Number of other retired or separated participants entitled to future benefits2012-01-01257
Total of all active and inactive participants2012-01-011,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,248
Number of participants with account balances2012-01-01922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0163
2011: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-011,272
Total number of active participants reported on line 7a of the Form 55002011-01-01962
Number of retired or separated participants receiving benefits2011-01-0130
Number of other retired or separated participants entitled to future benefits2011-01-01256
Total of all active and inactive participants2011-01-011,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,248
Number of participants with account balances2011-01-01922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0163
2009: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-01961
Total number of active participants reported on line 7a of the Form 55002009-01-01977
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01324
Total of all active and inactive participants2009-01-011,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,301
Number of participants with account balances2009-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0134

Financial Data on TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL

Measure Date Value
2023 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$14,287,995
Total of all expenses incurred2023-12-31$5,917,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,771,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,629,183
Value of total assets at end of year2023-12-31$75,183,703
Value of total assets at beginning of year2023-12-31$66,813,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$146,055
Total interest from all sources2023-12-31$210,100
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,500,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,500,236
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,223,286
Participant contributions at end of year2023-12-31$415,193
Participant contributions at beginning of year2023-12-31$512,211
Participant contributions at end of year2023-12-31$116,413
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$31,073
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$96,488
Other income not declared elsewhere2023-12-31$19,170
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$8,370,199
Value of net assets at end of year (total assets less liabilities)2023-12-31$75,183,703
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$66,813,504
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$66,271,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$56,777,608
Interest on participant loans2023-12-31$25,862
Interest earned on other investments2023-12-31$184,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$7,618,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$8,830,790
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,051,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$7,929,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,309,409
Employer contributions (assets) at end of year2023-12-31$730,811
Employer contributions (assets) at beginning of year2023-12-31$692,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,720,429
Contract administrator fees2023-12-31$146,055
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31BDO USA P.C.
Accountancy firm EIN2023-12-31135381590
2022 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,865,952
Total of all expenses incurred2022-12-31$8,492,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,393,544
Expenses. Certain deemed distributions of participant loans2022-12-31$4,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,663,772
Value of total assets at end of year2022-12-31$66,813,504
Value of total assets at beginning of year2022-12-31$82,171,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$94,196
Total interest from all sources2022-12-31$184,685
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,074,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,074,546
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,109,583
Participant contributions at end of year2022-12-31$512,211
Participant contributions at beginning of year2022-12-31$487,412
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$272,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,357,994
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,813,504
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$82,171,498
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$56,777,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$70,896,882
Interest on participant loans2022-12-31$26,705
Interest earned on other investments2022-12-31$157,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,830,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,111,629
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,472,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,788,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$1,281,422
Employer contributions (assets) at end of year2022-12-31$692,895
Employer contributions (assets) at beginning of year2022-12-31$675,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,921,191
Contract administrator fees2022-12-31$94,196
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA P.C.
Accountancy firm EIN2022-12-31135381590
2021 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$14,941,227
Total of all expenses incurred2021-12-31$9,621,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,420,717
Expenses. Certain deemed distributions of participant loans2021-12-31$31,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,725,961
Value of total assets at end of year2021-12-31$82,171,498
Value of total assets at beginning of year2021-12-31$76,852,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$169,595
Total interest from all sources2021-12-31$206,063
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,206,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,206,350
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$3,082,679
Participant contributions at end of year2021-12-31$487,412
Participant contributions at beginning of year2021-12-31$644,470
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$398,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$20,890
Other income not declared elsewhere2021-12-31$153,117
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$5,319,485
Value of net assets at end of year (total assets less liabilities)2021-12-31$82,171,498
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$76,852,013
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$70,896,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$65,364,612
Interest on participant loans2021-12-31$32,502
Interest earned on other investments2021-12-31$173,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,111,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,216,273
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,846,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,649,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$1,245,068
Employer contributions (assets) at end of year2021-12-31$675,575
Employer contributions (assets) at beginning of year2021-12-31$605,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,574,576
Contract administrator fees2021-12-31$169,595
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
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$69,797
Total income from all sources (including contributions)2020-12-31$14,139,554
Total of all expenses incurred2020-12-31$6,981,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,837,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,738,961
Value of total assets at end of year2020-12-31$76,852,013
Value of total assets at beginning of year2020-12-31$69,764,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$144,016
Total interest from all sources2020-12-31$217,228
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,574,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,574,931
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,976,270
Participant contributions at end of year2020-12-31$644,470
Participant contributions at beginning of year2020-12-31$716,303
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$518,846
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$20,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$39,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$69,797
Other income not declared elsewhere2020-12-31$125,374
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$7,157,607
Value of net assets at end of year (total assets less liabilities)2020-12-31$76,852,013
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,694,406
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$65,364,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,396,103
Interest on participant loans2020-12-31$36,962
Interest earned on other investments2020-12-31$180,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,216,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,058,110
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,137,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,483,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$1,243,845
Employer contributions (assets) at end of year2020-12-31$605,768
Employer contributions (assets) at beginning of year2020-12-31$554,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,700,541
Contract administrator fees2020-12-31$144,016
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$69,797
Total income from all sources (including contributions)2019-12-31$15,771,038
Total of all expenses incurred2019-12-31$6,185,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,128,163
Expenses. Certain deemed distributions of participant loans2019-12-31$49,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,395,715
Value of total assets at end of year2019-12-31$69,764,203
Value of total assets at beginning of year2019-12-31$60,108,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,490
Total interest from all sources2019-12-31$288,679
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,449,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,449,945
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,009,875
Participant contributions at end of year2019-12-31$716,303
Participant contributions at beginning of year2019-12-31$689,505
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$177,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$39,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$69,797
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$9,585,554
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,694,406
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,108,852
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,396,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,543,337
Interest on participant loans2019-12-31$39,101
Interest earned on other investments2019-12-31$249,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,058,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,314,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,636,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$1,208,204
Employer contributions (assets) at end of year2019-12-31$554,377
Employer contributions (assets) at beginning of year2019-12-31$561,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,128,163
Contract administrator fees2019-12-31$7,490
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA LLP
Accountancy firm EIN2019-12-31135381590
2018 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,340,336
Total of all expenses incurred2018-12-31$5,248,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,203,898
Expenses. Certain deemed distributions of participant loans2018-12-31$43,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,985,342
Value of total assets at end of year2018-12-31$60,108,852
Value of total assets at beginning of year2018-12-31$64,017,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,567
Total interest from all sources2018-12-31$333,902
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,819,031
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$2,819,031
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,984,964
Participant contributions at end of year2018-12-31$689,505
Participant contributions at beginning of year2018-12-31$672,445
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$303,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,908,586
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,108,852
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,017,438
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,543,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,587,568
Interest on participant loans2018-12-31$30,808
Interest earned on other investments2018-12-31$303,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,314,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,236,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,797,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$697,248
Employer contributions (assets) at end of year2018-12-31$561,328
Employer contributions (assets) at beginning of year2018-12-31$520,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,203,898
Contract administrator fees2018-12-31$1,567
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA LLP
Accountancy firm EIN2018-12-31135381590
2017 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,950,718
Total of all expenses incurred2017-12-31$7,279,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,246,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,476,873
Value of total assets at end of year2017-12-31$63,496,528
Value of total assets at beginning of year2017-12-31$57,824,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,509
Total interest from all sources2017-12-31$355,267
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,350,068
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$2,350,068
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,962,082
Participant contributions at end of year2017-12-31$672,445
Participant contributions at beginning of year2017-12-31$483,995
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$325,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
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$5,671,679
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,496,528
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$57,824,849
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 beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,587,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,616,500
Interest on participant loans2017-12-31$24,738
Interest earned on other investments2017-12-31$330,529
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,236,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,236,062
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,768,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,189,403
Employer contributions (assets) at end of year2017-12-31$520,910
Employer contributions (assets) at beginning of year2017-12-31$488,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,246,530
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$32,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA LLP
Accountancy firm EIN2017-12-31135381590
2016 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,483,180
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,452,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,418,359
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,162,585
Value of total assets at end of year2016-12-31$57,824,849
Value of total assets at beginning of year2016-12-31$55,793,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,777
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$344,814
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,980,637
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$1,980,637
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$2,888,302
Participant contributions at end of year2016-12-31$483,995
Participant contributions at beginning of year2016-12-31$581,333
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$162,948
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$2,031,044
Value of net assets at end of year (total assets less liabilities)2016-12-31$57,824,849
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$55,793,805
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$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$45,616,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,292,244
Interest on participant loans2016-12-31$24,450
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$320,364
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,236,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,464,878
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,644
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,995,144
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,111,335
Employer contributions (assets) at end of year2016-12-31$488,292
Employer contributions (assets) at beginning of year2016-12-31$455,350
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,416,715
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$33,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA LLP
Accountancy firm EIN2016-12-31135381590
2015 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,328,307
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,607,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,553,204
Expenses. Certain deemed distributions of participant loans2015-12-31$22,587
Value of total corrective distributions2015-12-31$762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,355,124
Value of total assets at end of year2015-12-31$55,793,805
Value of total assets at beginning of year2015-12-31$55,072,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,691
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$315,910
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,344,893
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$2,344,893
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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
Contributions received from participants2015-12-31$2,812,672
Participant contributions at end of year2015-12-31$581,333
Participant contributions at beginning of year2015-12-31$872,445
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$461,014
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-174,790
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$721,063
Value of net assets at end of year (total assets less liabilities)2015-12-31$55,793,805
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$55,072,742
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$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,292,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,868,676
Interest on participant loans2015-12-31$27,067
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$288,843
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,464,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,331,621
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,430
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,512,830
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,081,438
Employer contributions (assets) at end of year2015-12-31$455,350
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,550,774
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$30,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA LLP
Accountancy firm EIN2015-12-31135381590
2014 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,165,724
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,848,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,773,717
Expenses. Certain deemed distributions of participant loans2014-12-31$43,733
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,230,440
Value of total assets at end of year2014-12-31$55,072,742
Value of total assets at beginning of year2014-12-31$50,755,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,657
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$286,918
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,027,693
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$2,027,693
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
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
Contributions received from participants2014-12-31$2,750,149
Participant contributions at end of year2014-12-31$872,445
Participant contributions at beginning of year2014-12-31$947,280
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$462,801
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$4,317,617
Value of net assets at end of year (total assets less liabilities)2014-12-31$55,072,742
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,755,125
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$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$44,868,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,276,155
Interest on participant loans2014-12-31$31,927
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$254,991
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,331,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,531,690
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$6,931
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$620,673
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,017,490
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,766,786
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$30,657
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2014-12-31042684828
2013 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$11,305,610
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,211,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,172,878
Expenses. Certain deemed distributions of participant loans2013-12-31$9,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,031,149
Value of total assets at end of year2013-12-31$50,755,125
Value of total assets at beginning of year2013-12-31$42,661,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,650
Total interest from all sources2013-12-31$276,902
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,321,637
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$1,321,637
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
Contributions received from participants2013-12-31$2,746,614
Participant contributions at end of year2013-12-31$947,280
Participant contributions at beginning of year2013-12-31$817,387
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$296,778
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$8,093,940
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,755,125
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,661,185
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,276,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,412,272
Interest on participant loans2013-12-31$30,867
Interest earned on other investments2013-12-31$246,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,531,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,431,526
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,675,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$987,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,170,231
Contract administrator fees2013-12-31$29,650
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EARNST & YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,600,262
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,780,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,743,574
Expenses. Certain deemed distributions of participant loans2012-12-31$4,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,451,140
Value of total assets at end of year2012-12-31$42,661,185
Value of total assets at beginning of year2012-12-31$36,841,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,985
Total interest from all sources2012-12-31$265,330
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$866,568
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$866,568
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Contributions received from participants2012-12-31$2,653,272
Participant contributions at end of year2012-12-31$817,387
Participant contributions at beginning of year2012-12-31$720,423
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$571,017
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$5,819,451
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,661,185
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,841,734
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$33,412,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,663,940
Interest on participant loans2012-12-31$31,369
Interest earned on other investments2012-12-31$233,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,431,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,457,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,017,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$1,226,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,743,574
Contract administrator fees2012-12-31$32,985
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EARNST & YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$51,892
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,349,128
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,280,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,247,690
Expenses. Certain deemed distributions of participant loans2011-12-31$9,272
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,554,019
Value of total assets at end of year2011-12-31$36,841,733
Value of total assets at beginning of year2011-12-31$36,721,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,957
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$244,115
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$615,375
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$615,375
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Contributions received from participants2011-12-31$2,596,735
Participant contributions at end of year2011-12-31$720,423
Participant contributions at beginning of year2011-12-31$677,198
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$180,541
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-6,855
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$68,209
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,841,733
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,721,632
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,663,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,971,887
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$31,442
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$212,673
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,457,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,072,547
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,167
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,057,526
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$776,743
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,244,523
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$23,957
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$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,539,772
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,873,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,816,232
Expenses. Certain deemed distributions of participant loans2010-12-31$17,879
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,616,403
Value of total assets at end of year2010-12-31$36,721,632
Value of total assets at beginning of year2010-12-31$31,055,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$39,467
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$270,256
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$498,850
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$498,850
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Contributions received from participants2010-12-31$2,545,678
Participant contributions at end of year2010-12-31$677,198
Participant contributions at beginning of year2010-12-31$579,249
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$285,934
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$-1,317
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$5,666,194
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,721,632
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,055,438
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$28,971,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,615,314
Interest on participant loans2010-12-31$34,484
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$235,772
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,072,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,860,875
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,281
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,155,580
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$784,791
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,812,951
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$39,467
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$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 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 TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL

2023: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TAX SHELTERED ANNUITY RETIREMENT PLAN OF ANNA JAQUES HOSPITAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72037
Policy instance 2
Insurance contract or identification number72037
Number of Individuals Covered1153
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number214
Policy instance 1
Insurance contract or identification number214
Number of Individuals Covered4
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72037
Policy instance 2
Insurance contract or identification number72037
Number of Individuals Covered1139
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number214
Policy instance 1
Insurance contract or identification number214
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72037
Policy instance 2
Insurance contract or identification number72037
Number of Individuals Covered1120
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number214
Policy instance 1
Insurance contract or identification number214
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72037
Policy instance 2
Insurance contract or identification number72037
Number of Individuals Covered1093
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number
Policy instance 1
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number72037
Policy instance 2
Insurance contract or identification number72037
Number of Individuals Covered1084
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number
Policy instance 1
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number
Policy instance 2
Number of Individuals Covered1074
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number
Policy instance 1
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number
Policy instance 3
Number of Individuals Covered1090
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number
Policy instance 2
Number of Individuals Covered5
Total amount of commissions paid to insurance brokerUSD $337
Commission paid to Insurance BrokerUSD $337
Insurance broker organization code?3
Insurance broker nameCITISTREET ASSOCIATES, LLC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013646-01
Policy instance 1
Insurance contract or identification number1013646-01
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31

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