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NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 401k Plan overview

Plan NameNEW MILFORD HOSPITAL, INC. RETIREMENT PLAN
Plan identification number 001

NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEW MILFORD HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEW MILFORD HOSPITAL, INC.
Employer identification number (EIN):060669121
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-10-01VALERIE JACK
0012014-10-01COLLEEN SCOTT2018-10-22
0012013-10-01VALERIE JACK
0012012-10-01ROMULO SALAZAR ROMULO SALAZAR2014-07-11
0012011-10-01ROMULO SALAZAR
0012010-10-01ROMULO SALAZAR ROMULO SALAZAR2012-07-13
0012009-10-01KEVIN MEADE
0012008-10-01

Plan Statistics for NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN

401k plan membership statisitcs for NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN

Measure Date Value
2014: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01775
Total of all active and inactive participants2014-10-010
Total participants2014-10-010
Total number of active participants reported on line 7a of the Form 55002014-10-010
2013: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01803
Total number of active participants reported on line 7a of the Form 55002013-10-01220
Number of retired or separated participants receiving benefits2013-10-01242
Number of other retired or separated participants entitled to future benefits2013-10-01306
Total of all active and inactive participants2013-10-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-017
Total participants2013-10-01775
2012: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01820
Total number of active participants reported on line 7a of the Form 55002012-10-01236
Number of retired or separated participants receiving benefits2012-10-01232
Number of other retired or separated participants entitled to future benefits2012-10-01335
Total of all active and inactive participants2012-10-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0115
2011: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01838
Total number of active participants reported on line 7a of the Form 55002011-10-01367
Number of retired or separated participants receiving benefits2011-10-01212
Number of other retired or separated participants entitled to future benefits2011-10-01241
Total of all active and inactive participants2011-10-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0115
2010: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01851
Total number of active participants reported on line 7a of the Form 55002010-10-01428
Number of retired or separated participants receiving benefits2010-10-01190
Number of other retired or separated participants entitled to future benefits2010-10-01220
Total of all active and inactive participants2010-10-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-019
2009: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01841
Total number of active participants reported on line 7a of the Form 55002009-10-01458
Number of retired or separated participants receiving benefits2009-10-01178
Number of other retired or separated participants entitled to future benefits2009-10-01213
Total of all active and inactive participants2009-10-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-012
Total participants2009-10-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0112

Financial Data on NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN

Measure Date Value
2015 : NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets from this plan2015-09-30$51,192,332
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$338,380
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$2,927,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$2,927,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$479,000
Value of total assets at end of year2015-09-30$0
Value of total assets at beginning of year2015-09-30$53,781,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$0
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$202,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-2,589,486
Value of net assets at end of year (total assets less liabilities)2015-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$53,781,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in pooled separate accounts at end of year2015-09-30$0
Value of interest in pooled separate accounts at beginning of year2015-09-30$52,999,238
Net investment gain/loss from pooled separate accounts2015-09-30$-140,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$479,000
Employer contributions (assets) at beginning of year2015-09-30$782,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$2,725,866
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MARCUM, LLP
Accountancy firm EIN2015-09-30111986323
2014 : NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$6,112,136
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$2,781,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$2,622,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,961,448
Value of total assets at end of year2014-09-30$53,781,818
Value of total assets at beginning of year2014-09-30$50,451,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$158,988
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Administrative expenses (other) incurred2014-09-30$158,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$3,330,802
Value of net assets at end of year (total assets less liabilities)2014-09-30$53,781,818
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$50,451,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in pooled separate accounts at end of year2014-09-30$52,999,238
Value of interest in pooled separate accounts at beginning of year2014-09-30$50,451,016
Net investment gain/loss from pooled separate accounts2014-09-30$4,150,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$1,961,448
Employer contributions (assets) at end of year2014-09-30$782,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$2,622,346
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MARCUM, LLP
Accountancy firm EIN2014-09-30111986323
2013 : NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$6,572,113
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$2,555,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$2,554,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$2,111,708
Value of total assets at end of year2013-09-30$50,451,016
Value of total assets at beginning of year2013-09-30$46,434,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,350
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$3,841
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$122,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$4,016,539
Value of net assets at end of year (total assets less liabilities)2013-09-30$50,451,016
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$46,434,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in pooled separate accounts at end of year2013-09-30$50,451,016
Value of interest in pooled separate accounts at beginning of year2013-09-30$46,434,477
Net investment gain/loss from pooled separate accounts2013-09-30$4,460,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$2,107,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$2,431,330
Contract administrator fees2013-09-30$1,350
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30MARCUM, LLP
Accountancy firm EIN2013-09-30111986323
2012 : NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$10,218,223
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$2,109,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$2,109,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$3,370,858
Value of total assets at end of year2012-09-30$46,434,477
Value of total assets at beginning of year2012-09-30$38,325,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$69,953
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$7,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$8,109,117
Value of net assets at end of year (total assets less liabilities)2012-09-30$46,434,477
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$38,325,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in pooled separate accounts at end of year2012-09-30$46,434,477
Value of interest in pooled separate accounts at beginning of year2012-09-30$38,325,360
Net investment gain/loss from pooled separate accounts2012-09-30$6,847,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$3,300,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$2,101,244
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MARCUM, LLP
Accountancy firm EIN2012-09-30111986323
2011 : NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$1,924,434
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$1,906,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,906,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$874,062
Value of total assets at end of year2011-09-30$38,325,360
Value of total assets at beginning of year2011-09-30$38,307,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$0
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$17,963
Value of net assets at end of year (total assets less liabilities)2011-09-30$38,325,360
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$38,307,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in pooled separate accounts at end of year2011-09-30$38,325,360
Value of interest in pooled separate accounts at beginning of year2011-09-30$38,307,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$0
Net investment gain/loss from pooled separate accounts2011-09-30$1,050,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$873,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,906,471
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30SASLOW, LUFKIN & BUGGY, LLP
Accountancy firm EIN2011-09-30061533253

Form 5500 Responses for NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN

2014: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: NEW MILFORD HOSPITAL, INC. RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13030
Policy instance 1
Insurance contract or identification numberSA 13030
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $104,481
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
Commission paid to Insurance BrokerUSD $104,481
Insurance broker organization code?3
Insurance broker nameANDREW D LEE AND COMPANY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13030
Policy instance 1
Insurance contract or identification numberSA 13030
Number of Individuals Covered775
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $112,251
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
Commission paid to Insurance BrokerUSD $99,188
Insurance broker organization code?3
Insurance broker namePETER S NOVAK
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13030
Policy instance 1
Insurance contract or identification numberSA 13030
Number of Individuals Covered803
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $88,966
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
Commission paid to Insurance BrokerUSD $88,966
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameANDREW D LEE AND COMPANY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13030
Policy instance 1
Insurance contract or identification numberSA 13030
Number of Individuals Covered820
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $85,905
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 numberSA 13030
Policy instance 1
Insurance contract or identification numberSA 13030
Number of Individuals Covered838
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $82,437
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

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