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BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 401k Plan overview

Plan NameBAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN
Plan identification number 003

BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BAYSTATE HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAYSTATE HEALTH, INC.
Employer identification number (EIN):042105941
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DONNA BREWER DONNA BREWER2018-10-15
0032016-01-01DONNA BREWER DONNA BREWER2017-10-13
0032015-01-01DONNA BREWER DONNA BREWER2016-10-11
0032014-01-01CHRISTINE LESSARD
0032013-01-01MARY P. DUNN MARY P. DUNN2014-10-15
0032012-01-01MARY P DUNN MARY P DUNN2013-10-11
0032011-01-01MARY P. DUNN MARY P. DUNN2012-10-05
0032010-01-01MARY P. DUNN
0032009-01-01MARY P. DUNN MARY P. DUNN2010-10-12

Plan Statistics for BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN

401k plan membership statisitcs for BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN

Measure Date Value
2022: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115,861
Total number of active participants reported on line 7a of the Form 55002022-01-0113,151
Number of retired or separated participants receiving benefits2022-01-0193
Number of other retired or separated participants entitled to future benefits2022-01-013,304
Total of all active and inactive participants2022-01-0116,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-0116,556
Number of participants with account balances2022-01-0116,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01600
2021: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114,858
Total number of active participants reported on line 7a of the Form 55002021-01-0113,128
Number of retired or separated participants receiving benefits2021-01-0190
Number of other retired or separated participants entitled to future benefits2021-01-012,642
Total of all active and inactive participants2021-01-0115,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0115,861
Number of participants with account balances2021-01-0115,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01695
2020: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114,598
Total number of active participants reported on line 7a of the Form 55002020-01-0112,476
Number of retired or separated participants receiving benefits2020-01-0173
Number of other retired or separated participants entitled to future benefits2020-01-012,306
Total of all active and inactive participants2020-01-0114,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-0114,858
Number of participants with account balances2020-01-0114,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01475
2019: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113,875
Total number of active participants reported on line 7a of the Form 55002019-01-0112,516
Number of retired or separated participants receiving benefits2019-01-0160
Number of other retired or separated participants entitled to future benefits2019-01-012,021
Total of all active and inactive participants2019-01-0114,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0114,598
Number of participants with account balances2019-01-0114,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01461
2018: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113,479
Total number of active participants reported on line 7a of the Form 55002018-01-0112,012
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-011,850
Total of all active and inactive participants2018-01-0113,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0113,875
Number of participants with account balances2018-01-0113,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01428
2017: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,028
Total number of active participants reported on line 7a of the Form 55002017-01-0111,924
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-011,526
Total of all active and inactive participants2017-01-0113,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-0113,479
Number of participants with account balances2017-01-0112,916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01326
2016: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112,848
Total number of active participants reported on line 7a of the Form 55002016-01-0111,795
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-011,216
Total of all active and inactive participants2016-01-0113,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113,028
Number of participants with account balances2016-01-0112,427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01204
2015: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112,613
Total number of active participants reported on line 7a of the Form 55002015-01-0111,736
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-011,102
Total of all active and inactive participants2015-01-0112,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112,847
Number of participants with account balances2015-01-019,689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01168
2014: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,523
Total number of active participants reported on line 7a of the Form 55002014-01-0111,618
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01981
Total of all active and inactive participants2014-01-0112,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112,604
Number of participants with account balances2014-01-017,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01120
2013: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,145
Total number of active participants reported on line 7a of the Form 55002013-01-0110,633
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01888
Total of all active and inactive participants2013-01-0111,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111,523
Number of participants with account balances2013-01-017,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0185
2012: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110,878
Total number of active participants reported on line 7a of the Form 55002012-01-0110,376
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01768
Total of all active and inactive participants2012-01-0111,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111,145
Number of participants with account balances2012-01-016,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01385
2011: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,811
Total number of active participants reported on line 7a of the Form 55002011-01-0110,456
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01421
Total of all active and inactive participants2011-01-0110,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110,878
Number of participants with account balances2011-01-013,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01653
2010: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,986
Total number of active participants reported on line 7a of the Form 55002010-01-013,548
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-011,258
Total of all active and inactive participants2010-01-014,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-014,811
Number of participants with account balances2010-01-014,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01164
2009: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,265
Total number of active participants reported on line 7a of the Form 55002009-01-012,986
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01912
Total of all active and inactive participants2009-01-013,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013,901
Number of participants with account balances2009-01-013,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01189

Financial Data on BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN

Measure Date Value
2022 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$34,394,902
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-45,101,786
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$77,778,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$76,720,496
Expenses. Certain deemed distributions of participant loans2022-12-31$214,430
Value of total corrective distributions2022-12-31$6,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$125,266,561
Value of total assets at end of year2022-12-31$986,805,506
Value of total assets at beginning of year2022-12-31$1,075,291,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$836,803
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$1,216,739
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$35,493,576
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$35,493,576
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$111,473
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$67,674,267
Participant contributions at end of year2022-12-31$7,142,598
Participant contributions at beginning of year2022-12-31$4,976,278
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,374,639
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$373,845
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-122,880,433
Value of net assets at end of year (total assets less liabilities)2022-12-31$986,805,506
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,075,291,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$4,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$890,253,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$992,157,855
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$209,096
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$994,049
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$599,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$13,594
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$56,707,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$49,770,536
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-207,078,662
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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 plan2022-12-31Yes
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$49,217,655
Employer contributions (assets) at end of year2022-12-31$32,101,536
Employer contributions (assets) at beginning of year2022-12-31$28,386,368
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$76,720,496
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$346,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2022-12-31042713795
2021 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$59,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$229,504,869
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$61,478,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$60,384,976
Expenses. Certain deemed distributions of participant loans2021-12-31$100,535
Value of total corrective distributions2021-12-31$14,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$113,111,801
Value of total assets at end of year2021-12-31$1,046,904,670
Value of total assets at beginning of year2021-12-31$878,817,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$977,795
Total interest from all sources2021-12-31$1,129,667
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$29,354,760
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$29,354,760
Administrative expenses professional fees incurred2021-12-31$197,023
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$59,222,889
Participant contributions at end of year2021-12-31$4,976,278
Participant contributions at beginning of year2021-12-31$4,552,982
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,802,427
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$168,026,865
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,046,904,670
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$878,817,975
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
Investment advisory and management fees2021-12-31$4,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$992,157,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$826,141,934
Interest on participant loans2021-12-31$228,284
Interest earned on other investments2021-12-31$901,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$49,770,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$48,123,059
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$85,908,641
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$47,086,485
Employer contributions (assets) at end of year2021-12-31$28,386,368
Employer contributions (assets) at beginning of year2021-12-31$32,055,045
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$60,384,976
Contract administrator fees2021-12-31$776,154
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 name2021-12-31MEYERS BROTHER KALICKA, P.C.
Accountancy firm EIN2021-12-31042713795
2020 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,497,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$226,100,890
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$49,250,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,071,956
Expenses. Certain deemed distributions of participant loans2020-12-31$144,175
Value of total corrective distributions2020-12-31$11,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$112,556,148
Value of total assets at end of year2020-12-31$910,873,020
Value of total assets at beginning of year2020-12-31$732,525,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,023,530
Total interest from all sources2020-12-31$1,206,285
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$17,026,413
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$17,026,413
Administrative expenses professional fees incurred2020-12-31$99,386
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$57,013,225
Participant contributions at end of year2020-12-31$4,552,982
Participant contributions at beginning of year2020-12-31$4,534,333
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,768,626
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$176,850,054
Value of net assets at end of year (total assets less liabilities)2020-12-31$910,873,020
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$732,525,695
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
Investment advisory and management fees2020-12-31$21,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$826,141,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$658,916,795
Interest on participant loans2020-12-31$239,679
Interest earned on other investments2020-12-31$966,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$48,123,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$38,040,846
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$95,312,044
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
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$46,774,297
Employer contributions (assets) at end of year2020-12-31$32,055,045
Employer contributions (assets) at beginning of year2020-12-31$31,033,721
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,071,956
Contract administrator fees2020-12-31$902,178
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEYERS BROTHERS KALICKA P.C.
Accountancy firm EIN2020-12-31042713795
2019 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,214,358
Total transfer of assets to this plan2019-12-31$1,214,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$216,424,914
Total income from all sources (including contributions)2019-12-31$216,424,914
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$34,632,026
Total of all expenses incurred2019-12-31$34,632,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,348,980
Expenses. Certain deemed distributions of participant loans2019-12-31$158,788
Value of total corrective distributions2019-12-31$15,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$103,721,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$103,721,268
Value of total assets at end of year2019-12-31$732,525,695
Value of total assets at beginning of year2019-12-31$549,518,449
Value of total assets at beginning of year2019-12-31$549,518,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,108,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,108,733
Total interest from all sources2019-12-31$1,037,806
Total interest from all sources2019-12-31$1,037,806
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$15,577,028
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$15,577,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$15,577,028
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$15,577,028
Administrative expenses professional fees incurred2019-12-31$109,756
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$52,975,828
Contributions received from participants2019-12-31$52,975,828
Participant contributions at end of year2019-12-31$4,534,333
Participant contributions at end of year2019-12-31$4,534,333
Participant contributions at beginning of year2019-12-31$3,869,314
Participant contributions at beginning of year2019-12-31$3,869,314
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,875,719
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,875,719
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$71
Administrative expenses (other) incurred2019-12-31$71
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$181,792,888
Value of net income/loss2019-12-31$181,792,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$732,525,695
Value of net assets at end of year (total assets less liabilities)2019-12-31$732,525,695
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$549,518,449
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$549,518,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$658,916,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$658,916,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$481,891,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$481,891,408
Interest on participant loans2019-12-31$227,906
Interest on participant loans2019-12-31$227,906
Interest earned on other investments2019-12-31$809,900
Interest earned on other investments2019-12-31$809,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$38,040,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$38,040,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$33,796,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$33,796,209
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$96,088,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$96,088,812
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$44,869,721
Contributions received in cash from employer2019-12-31$44,869,721
Employer contributions (assets) at end of year2019-12-31$31,033,721
Employer contributions (assets) at end of year2019-12-31$31,033,721
Employer contributions (assets) at beginning of year2019-12-31$29,961,518
Employer contributions (assets) at beginning of year2019-12-31$29,961,518
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,348,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,348,980
Contract administrator fees2019-12-31$998,906
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEYERS BROTHER KALICKA, P.C.
Accountancy firm name2019-12-31MEYERS BROTHER KALICKA, P.C.
Accountancy firm EIN2019-12-31042713795
Accountancy firm EIN2019-12-31042713795
2018 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,214,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$69,719,558
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$35,414,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$34,169,140
Expenses. Certain deemed distributions of participant loans2018-12-31$155,575
Value of total corrective distributions2018-12-31$23,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$99,695,295
Value of total assets at end of year2018-12-31$549,518,449
Value of total assets at beginning of year2018-12-31$513,998,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,066,573
Total interest from all sources2018-12-31$934,008
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,877,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$12,877,175
Administrative expenses professional fees incurred2018-12-31$103,900
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$49,992,926
Participant contributions at end of year2018-12-31$3,869,314
Participant contributions at beginning of year2018-12-31$3,539,941
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,119,576
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$25,930
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$34,304,808
Value of net assets at end of year (total assets less liabilities)2018-12-31$549,518,449
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$513,998,723
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
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$481,891,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$454,844,035
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$177,404
Interest earned on other investments2018-12-31$756,604
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$34,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$34,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$33,796,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$26,129,343
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-43,786,920
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$43,582,793
Employer contributions (assets) at end of year2018-12-31$29,961,518
Employer contributions (assets) at beginning of year2018-12-31$29,450,993
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$34,169,140
Contract administrator fees2018-12-31$936,743
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 name2018-12-31MEYERS BROTHER KALICKA P.C.
Accountancy firm EIN2018-12-31042713795
2017 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,417,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
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$160,855,119
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$29,282,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$28,295,148
Expenses. Certain deemed distributions of participant loans2017-12-31$43,037
Value of total corrective distributions2017-12-31$122,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$96,207,389
Value of total assets at end of year2017-12-31$513,998,723
Value of total assets at beginning of year2017-12-31$381,008,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$821,410
Total interest from all sources2017-12-31$671,807
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,169,568
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$9,169,568
Administrative expenses professional fees incurred2017-12-31$108,519
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$48,033,628
Participant contributions at end of year2017-12-31$3,539,941
Participant contributions at beginning of year2017-12-31$2,318,003
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,696,297
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$7,360
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$131,572,548
Value of net assets at end of year (total assets less liabilities)2017-12-31$513,998,723
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$381,008,630
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
Investment advisory and management fees2017-12-31$121,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$454,844,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$315,838,937
Interest on participant loans2017-12-31$124,163
Interest earned on other investments2017-12-31$547,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$34,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$33,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$33,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$26,129,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,791,795
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$54,806,355
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$43,477,464
Employer contributions (assets) at end of year2017-12-31$29,450,993
Employer contributions (assets) at beginning of year2017-12-31$42,026,098
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$28,295,148
Contract administrator fees2017-12-31$584,226
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
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 name2017-12-31MEYERS BROTHERS KALICKA P.C.
Accountancy firm EIN2017-12-31042713795
2016 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$3,665,704
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
Total income from all sources (including contributions)2016-12-31$126,248,644
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$16,146,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,566,330
Expenses. Certain deemed distributions of participant loans2016-12-31$85,443
Value of total corrective distributions2016-12-31$1,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$103,765,501
Value of total assets at end of year2016-12-31$381,008,630
Value of total assets at beginning of year2016-12-31$267,240,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$492,668
Total interest from all sources2016-12-31$399,795
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,595,287
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$6,595,287
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$46,217,531
Participant contributions at end of year2016-12-31$2,318,003
Participant contributions at beginning of year2016-12-31$1,637,776
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,521,872
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$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
Value of net income/loss2016-12-31$110,102,558
Value of net assets at end of year (total assets less liabilities)2016-12-31$381,008,630
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$267,240,368
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
Investment advisory and management fees2016-12-31$407,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$315,838,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$236,130,234
Interest on participant loans2016-12-31$81,213
Interest earned on other investments2016-12-31$318,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$33,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$82,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$82,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$20,791,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,653,816
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$15,488,061
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$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
Contributions received in cash from employer2016-12-31$42,026,098
Employer contributions (assets) at end of year2016-12-31$42,026,098
Employer contributions (assets) at beginning of year2016-12-31$15,736,317
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$15,566,330
Contract administrator fees2016-12-31$85,045
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$7,726
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,726
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 name2016-12-31MEYERS BROTHERS KALICKA P.C.
Accountancy firm EIN2016-12-31042713795
2015 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$2,552,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$50,366,223
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,867,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,433,057
Expenses. Certain deemed distributions of participant loans2015-12-31$38,059
Value of total corrective distributions2015-12-31$11,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$53,246,120
Value of total assets at end of year2015-12-31$267,240,368
Value of total assets at beginning of year2015-12-31$229,188,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$384,704
Total interest from all sources2015-12-31$221,461
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,661,463
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$10,661,463
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$32,902,055
Participant contributions at end of year2015-12-31$1,637,776
Participant contributions at beginning of year2015-12-31$1,173,896
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,607,748
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$35,498,982
Value of net assets at end of year (total assets less liabilities)2015-12-31$267,240,368
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$229,188,838
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
Investment advisory and management fees2015-12-31$334,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$236,130,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$207,172,149
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$55,043
Interest earned on other investments2015-12-31$166,358
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$82,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$83,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$83,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$60
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,653,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,093,521
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,762,821
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$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
Contributions received in cash from employer2015-12-31$15,736,317
Employer contributions (assets) at end of year2015-12-31$15,736,317
Employer contributions (assets) at beginning of year2015-12-31$11,665,891
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$14,433,057
Contract administrator fees2015-12-31$49,753
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$43,302
Aggregate carrying amount (costs) on sale of assets2015-12-31$43,302
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 name2015-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2015-12-31042713795
2014 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$4,615,208
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
Total income from all sources (including contributions)2014-12-31$55,252,908
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,831,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,503,030
Expenses. Certain deemed distributions of participant loans2014-12-31$19,644
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$42,557,009
Value of total assets at end of year2014-12-31$229,188,838
Value of total assets at beginning of year2014-12-31$179,152,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$309,267
Total interest from all sources2014-12-31$149,542
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,789,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,789,623
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$27,089,372
Participant contributions at end of year2014-12-31$1,173,896
Participant contributions at beginning of year2014-12-31$765,956
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,801,746
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
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
Administrative expenses (other) incurred2014-12-31$1,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$45,420,967
Value of net assets at end of year (total assets less liabilities)2014-12-31$229,188,838
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$179,152,663
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
Investment advisory and management fees2014-12-31$271,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$207,172,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$161,178,067
Interest on participant loans2014-12-31$38,999
Interest earned on other investments2014-12-31$110,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$83,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$94,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$94,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,093,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,060,910
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,756,734
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$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
Contributions received in cash from employer2014-12-31$11,665,891
Employer contributions (assets) at end of year2014-12-31$11,665,891
Employer contributions (assets) at beginning of year2014-12-31$10,052,733
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$9,503,030
Contract administrator fees2014-12-31$36,485
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$39,268
Aggregate carrying amount (costs) on sale of assets2014-12-31$39,268
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 name2014-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2014-12-31042713795
2013 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$2,969,618
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$62,359,685
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,680,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,338,430
Expenses. Certain deemed distributions of participant loans2013-12-31$27,339
Value of total corrective distributions2013-12-31$16,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$36,985,026
Value of total assets at end of year2013-12-31$179,152,663
Value of total assets at beginning of year2013-12-31$121,503,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$297,936
Total interest from all sources2013-12-31$112,449
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,209,846
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$5,209,846
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$25,091,945
Participant contributions at end of year2013-12-31$765,956
Participant contributions at beginning of year2013-12-31$456,172
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,840,348
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Administrative expenses (other) incurred2013-12-31$768
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$54,679,078
Value of net assets at end of year (total assets less liabilities)2013-12-31$179,152,663
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$121,503,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$269,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$161,178,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$106,439,042
Interest on participant loans2013-12-31$24,818
Interest earned on other investments2013-12-31$87,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$94,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$101,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$101,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,060,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,049,501
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,052,364
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
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$10,052,733
Employer contributions (assets) at end of year2013-12-31$10,052,733
Employer contributions (assets) at beginning of year2013-12-31$7,457,403
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,338,430
Contract administrator fees2013-12-31$27,345
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$8,870
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,870
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 name2013-12-31MEYERS BROTHERS KALICKA, P. C.
Accountancy firm EIN2013-12-31042713795
2012 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$56,732,862
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$35,728,814
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,382,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,135,339
Expenses. Certain deemed distributions of participant loans2012-12-31$11,912
Value of total corrective distributions2012-12-31$798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$30,601,974
Value of total assets at end of year2012-12-31$121,503,967
Value of total assets at beginning of year2012-12-31$33,424,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$234,334
Total interest from all sources2012-12-31$108,276
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$369,807
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$369,807
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$20,215,272
Participant contributions at end of year2012-12-31$456,172
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,658,265
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$55,669
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$31,346,431
Value of net assets at end of year (total assets less liabilities)2012-12-31$121,503,967
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,424,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$152,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$106,439,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,309,695
Interest on participant loans2012-12-31$8,850
Interest earned on other investments2012-12-31$99,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$101,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$109,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$109,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,049,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,804,232
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,648,757
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
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$7,728,437
Employer contributions (assets) at end of year2012-12-31$7,457,403
Employer contributions (assets) at beginning of year2012-12-31$8,201,566
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,135,339
Contract administrator fees2012-12-31$26,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2012-12-31042713795
2011 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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
Total income from all sources (including contributions)2011-12-31$7,881,121
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$799,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$777,666
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,206,069
Value of total assets at end of year2011-12-31$33,424,674
Value of total assets at beginning of year2011-12-31$26,343,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,323
Total interest from all sources2011-12-31$13,343
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$654,634
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$654,634
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$7,081,132
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,424,674
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,343,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,309,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,368,283
Interest earned on other investments2011-12-31$11,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$109,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,804,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$104,603
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-992,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$8,206,069
Employer contributions (assets) at end of year2011-12-31$8,201,566
Employer contributions (assets) at beginning of year2011-12-31$6,870,656
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$777,666
Contract administrator fees2011-12-31$4,055
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$21,151
Aggregate carrying amount (costs) on sale of assets2011-12-31$21,151
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 name2011-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2011-12-31042713795
2010 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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
Total income from all sources (including contributions)2010-12-31$9,111,502
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$72,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$72,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,871,629
Value of total assets at end of year2010-12-31$26,343,542
Value of total assets at beginning of year2010-12-31$17,304,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$190
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$469,323
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$469,323
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables 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
Value of net income/loss2010-12-31$9,039,443
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,343,542
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,304,099
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,368,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,398,110
Interest earned on other investments2010-12-31$190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$104,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$65,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,770,360
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
Contributions received in cash from employer2010-12-31$6,871,629
Employer contributions (assets) at end of year2010-12-31$6,870,656
Employer contributions (assets) at beginning of year2010-12-31$5,840,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$72,059
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
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 name2010-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2010-12-31042713795
2009 : BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 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 BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN

2022: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 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: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 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: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 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: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 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: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained 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: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained 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
2010: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BAYSTATE HEALTH, INC. RETIREMENT CONTRIBUTION ACCOUNT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 3
Insurance contract or identification numberMR 60677
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number145003 U1
Policy instance 2
Insurance contract or identification number145003 U1
Number of Individuals Covered1696
Insurance policy start date2022-06-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80365
Policy instance 1
Insurance contract or identification numberGA80365
Number of Individuals Covered1050
Insurance policy start date2022-06-15
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 1
Insurance contract or identification numberMR 60677
Number of Individuals Covered15861
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 1
Insurance contract or identification numberMR 60677
Number of Individuals Covered14858
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 1
Insurance contract or identification numberMR 60677
Number of Individuals Covered14598
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 1
Insurance contract or identification numberMR 60677
Number of Individuals Covered13875
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 1
Insurance contract or identification numberMR 60677
Number of Individuals Covered13479
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 1
Insurance contract or identification numberMR 60677
Number of Individuals Covered12847
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 1
Insurance contract or identification numberMR 60677
Number of Individuals Covered12604
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 1
Insurance contract or identification numberMR 60677
Number of Individuals Covered11523
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 1
Insurance contract or identification numberMR 60677
Number of Individuals Covered11145
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60677
Policy instance 2
Insurance contract or identification numberMR 60677
Number of Individuals Covered10878
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number612899
Policy instance 1
Insurance contract or identification number612899
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number612899
Policy instance 1
Insurance contract or identification number612899
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $245
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees245
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TEX-EXEMPT SER

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