TUFTS MEDICAL CENTER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN
401k plan membership statisitcs for TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN
Measure | Date | Value |
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2023 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total transfer of assets from this plan | 2023-12-31 | $1,851,821 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $3,368,179 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $1,000,199 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $978,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
Value of total assets at end of year | 2023-12-31 | $29,030,517 |
Value of total assets at beginning of year | 2023-12-31 | $28,514,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $21,227 |
Total interest from all sources | 2023-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $627 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $825 |
Liabilities. Value of operating payables at end of year | 2023-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $2,367,980 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $29,030,517 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $28,514,358 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2023-12-31 | $28,996,098 |
Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $28,386,678 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $33,792 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $126,855 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $6,937 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $978,972 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | CBIZ CPAS P.C. |
Accountancy firm EIN | 2023-12-31 | 431947695 |
2022 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $2,164,844 |
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 |
Total income from all sources (including contributions) | 2022-12-31 | $-7,881,817 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,949,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,926,829 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $28,514,358 |
Value of total assets at beginning of year | 2022-12-31 | $40,510,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,400 |
Total interest from all sources | 2022-12-31 | $1,739 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $22,400 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $825 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-9,831,046 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $28,514,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $40,510,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $28,386,678 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $40,490,365 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $126,855 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $19,883 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,739 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,926,829 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2022-12-31 | 431947695 |
2021 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $1,169,896 |
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 | $6,279 |
Total income from all sources (including contributions) | 2021-12-31 | $2,174,398 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,475,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,449,727 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $40,510,248 |
Value of total assets at beginning of year | 2021-12-31 | $40,987,636 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $25,884 |
Total interest from all sources | 2021-12-31 | $2,536 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $25,884 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $6,279 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $698,787 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $40,510,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $40,981,357 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest earned on other investments | 2021-12-31 | $2,536 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $40,490,365 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $40,708,399 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $19,883 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $279,237 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $10 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,526 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,449,727 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $1,486,092 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,279 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $18,725 |
Total income from all sources (including contributions) | 2020-12-31 | $5,847,858 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $556,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $491,580 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $40,987,636 |
Value of total assets at beginning of year | 2020-12-31 | $37,195,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $65,125 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $65,125 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $6,279 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $18,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,291,153 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $40,981,357 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $37,176,296 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $40,708,399 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $37,096,942 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $279,237 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $98,079 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $309 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $491,580 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2020-12-31 | 043499945 |
2019 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $1,858,573 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $18,725 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $18,725 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $33,541 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $33,541 |
Total income from all sources (including contributions) | 2019-12-31 | $6,206,760 |
Total income from all sources (including contributions) | 2019-12-31 | $6,206,760 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,333,328 |
Total of all expenses incurred | 2019-12-31 | $2,333,328 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,250,432 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,250,432 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $37,195,021 |
Value of total assets at end of year | 2019-12-31 | $37,195,021 |
Value of total assets at beginning of year | 2019-12-31 | $35,194,978 |
Value of total assets at beginning of year | 2019-12-31 | $35,194,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $82,896 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $82,896 |
Total interest from all sources | 2019-12-31 | $3,887 |
Total interest from all sources | 2019-12-31 | $3,887 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $82,896 |
Administrative expenses (other) incurred | 2019-12-31 | $82,896 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $18,725 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $18,725 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $33,541 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $33,541 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,873,432 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $37,176,296 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $37,176,296 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $35,161,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $35,161,437 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest earned on other investments | 2019-12-31 | $3,887 |
Interest earned on other investments | 2019-12-31 | $3,887 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $37,096,942 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $37,096,942 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $35,187,642 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $35,187,642 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $98,079 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $98,079 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,336 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,336 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,250,432 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,250,432 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2019-12-31 | 043499945 |
2018 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $2,080,949 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $33,541 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $103,007 |
Total income from all sources (including contributions) | 2018-12-31 | $-2,244,798 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,575,987 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,449,395 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $156,551 |
Value of total assets at end of year | 2018-12-31 | $35,194,978 |
Value of total assets at beginning of year | 2018-12-31 | $41,166,178 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $126,592 |
Total interest from all sources | 2018-12-31 | $5,260 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $156,551 |
Administrative expenses (other) incurred | 2018-12-31 | $126,592 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $33,541 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $103,007 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,820,785 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $35,161,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $41,063,171 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest earned on other investments | 2018-12-31 | $5,260 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $35,187,642 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $40,966,593 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $195,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $7,336 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $4,085 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $4,085 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,449,395 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2018-12-31 | 043499945 |
2017 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $2,421,557 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $103,007 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $188,597 |
Total income from all sources (including contributions) | 2017-12-31 | $6,228,588 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $936,429 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $909,524 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $799,515 |
Value of total assets at end of year | 2017-12-31 | $41,166,178 |
Value of total assets at beginning of year | 2017-12-31 | $38,381,166 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $26,905 |
Total interest from all sources | 2017-12-31 | $2,262 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $799,515 |
Administrative expenses (other) incurred | 2017-12-31 | $26,905 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $103,007 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $188,597 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,292,159 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $41,063,171 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $38,192,569 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest earned on other investments | 2017-12-31 | $2,262 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $40,966,593 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $37,961,340 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $195,500 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $419,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $4,085 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $909,524 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2017-12-31 | 431947695 |
2016 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $1,393,583 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $188,597 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $129,290 |
Total income from all sources (including contributions) | 2016-12-31 | $3,224,870 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,054,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $780,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $878,674 |
Value of total assets at end of year | 2016-12-31 | $38,381,166 |
Value of total assets at beginning of year | 2016-12-31 | $37,544,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $273,325 |
Total interest from all sources | 2016-12-31 | $1,790 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $180,090 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $878,674 |
Administrative expenses (other) incurred | 2016-12-31 | $74,015 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $188,597 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $129,290 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,170,549 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $38,192,569 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $37,415,603 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $19,220 |
Interest earned on other investments | 2016-12-31 | $1,790 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $37,961,340 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $37,010,517 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $419,826 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $534,376 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $780,996 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2016-12-31 | 431947695 |
2015 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $1,600,052 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $129,290 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $101,559 |
Total income from all sources (including contributions) | 2015-12-31 | $231,508 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $889,301 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $607,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $902,187 |
Value of total assets at end of year | 2015-12-31 | $37,544,893 |
Value of total assets at beginning of year | 2015-12-31 | $39,775,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $282,025 |
Total interest from all sources | 2015-12-31 | $231 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $87,930 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $902,187 |
Administrative expenses (other) incurred | 2015-12-31 | $174,550 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $129,290 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $101,559 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-657,793 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $37,415,603 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $39,673,448 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $19,545 |
Interest earned on other investments | 2015-12-31 | $231 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $37,010,517 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $39,681,480 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $534,376 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $93,527 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $607,276 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2015-12-31 | 431947695 |
2014 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $1,261,692 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $101,559 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $408,343 |
Total income from all sources (including contributions) | 2014-12-31 | $4,165,903 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,901,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,766,779 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $909,503 |
Value of total assets at end of year | 2014-12-31 | $39,775,007 |
Value of total assets at beginning of year | 2014-12-31 | $39,078,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $134,621 |
Total interest from all sources | 2014-12-31 | $29 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $87,759 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $909,503 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $200,000 |
Administrative expenses (other) incurred | 2014-12-31 | $28,773 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $101,559 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $208,343 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,264,503 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $39,673,448 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $38,670,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $18,089 |
Interest earned on other investments | 2014-12-31 | $29 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $39,681,480 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $38,836,044 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $93,527 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $242,936 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,766,779 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2014-12-31 | 431947695 |
2013 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $1,992,002 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $408,343 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $171,125 |
Total income from all sources (including contributions) | 2013-12-31 | $3,639,481 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,377,315 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,120,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $966,016 |
Value of total assets at end of year | 2013-12-31 | $39,078,980 |
Value of total assets at beginning of year | 2013-12-31 | $38,571,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $256,918 |
Total interest from all sources | 2013-12-31 | $52 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $71,688 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $966,016 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $200,000 |
Administrative expenses (other) incurred | 2013-12-31 | $171,493 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $208,343 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $171,125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,262,166 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $38,670,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $38,400,473 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $13,737 |
Interest earned on other investments | 2013-12-31 | $52 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $38,836,044 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $38,154,633 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $242,936 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $416,965 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,120,397 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2013-12-31 | 431947695 |
2012 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $988,017 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $171,125 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $116,387 |
Total income from all sources (including contributions) | 2012-12-31 | $4,926,113 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $876,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $669,163 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,023,479 |
Value of total assets at end of year | 2012-12-31 | $38,571,598 |
Value of total assets at beginning of year | 2012-12-31 | $35,455,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $207,349 |
Total interest from all sources | 2012-12-31 | $279 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $89,241 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,023,479 |
Administrative expenses (other) incurred | 2012-12-31 | $105,995 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $171,125 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $116,387 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,049,601 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $38,400,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $35,338,889 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $12,113 |
Interest earned on other investments | 2012-12-31 | $279 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $38,154,633 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $35,152,615 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $416,965 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $302,661 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $669,163 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2012-12-31 | 431947695 |
2011 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $901,745 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $116,387 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $99,898 |
Total income from all sources (including contributions) | 2011-12-31 | $2,980,942 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $974,045 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $696,812 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,122,477 |
Value of total assets at end of year | 2011-12-31 | $35,455,276 |
Value of total assets at beginning of year | 2011-12-31 | $34,333,635 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $277,233 |
Total interest from all sources | 2011-12-31 | $80 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $73,214 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,122,477 |
Administrative expenses (other) incurred | 2011-12-31 | $178,458 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $116,387 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $99,898 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,006,897 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $35,338,889 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $34,233,737 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $25,561 |
Interest earned on other investments | 2011-12-31 | $80 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $35,152,615 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $34,030,089 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $302,661 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $303,546 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $696,812 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $367,198 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $99,898 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $89,710 |
Total income from all sources (including contributions) | 2010-12-31 | $3,715,339 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $942,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $763,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,090,128 |
Value of total assets at end of year | 2010-12-31 | $34,333,635 |
Value of total assets at beginning of year | 2010-12-31 | $31,918,140 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $179,710 |
Total interest from all sources | 2010-12-31 | $594 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $83,706 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,090,128 |
Participant contributions at beginning of year | 2010-12-31 | $43,369 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $44,307 |
Administrative expenses (other) incurred | 2010-12-31 | $65,956 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $99,898 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $45,403 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,772,505 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $34,233,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $31,828,430 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $30,048 |
Interest earned on other investments | 2010-12-31 | $594 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $34,030,089 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $31,405,472 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $303,546 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $469,299 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $763,124 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CRR, LLP |
Accountancy firm EIN | 2010-12-31 | 043069946 |