WINTHROP-UNIVERSITY HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN
401k plan membership statisitcs for WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN
Measure | Date | Value |
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2017 : WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $63,773,682 |
Total of all expenses incurred | 2017-12-31 | $6,536,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,314,490 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $39,102,950 |
Value of total assets at end of year | 2017-12-31 | $196,068,390 |
Value of total assets at beginning of year | 2017-12-31 | $138,831,559 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $222,361 |
Total interest from all sources | 2017-12-31 | $58,871 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,915,419 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,915,419 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $60,100,000 |
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 | $21,399,292 |
Participant contributions at end of year | 2017-12-31 | $2,473,825 |
Participant contributions at beginning of year | 2017-12-31 | $2,128,675 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $5,440,605 |
Administrative expenses (other) incurred | 2017-12-31 | $222,361 |
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 | $57,236,831 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $196,068,390 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $138,831,559 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $169,347,955 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $115,813,440 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $11,685,509 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $10,513,237 |
Interest on participant loans | 2017-12-31 | $58,871 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $298,048 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $205,858 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $205,858 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $21,474,717 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $221,725 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
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 |
Contributions received in cash from employer | 2017-12-31 | $12,263,053 |
Employer contributions (assets) at end of year | 2017-12-31 | $12,263,053 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $10,170,349 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,314,490 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
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 | KPMG, LLP |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $37,525,241 |
Total of all expenses incurred | 2016-12-31 | $5,805,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,646,871 |
Value of total corrective distributions | 2016-12-31 | $2,739 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $29,152,726 |
Value of total assets at end of year | 2016-12-31 | $138,831,559 |
Value of total assets at beginning of year | 2016-12-31 | $107,111,719 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $155,791 |
Total interest from all sources | 2016-12-31 | $36,379 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,854,429 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,854,429 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
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 | $17,314,587 |
Participant contributions at end of year | 2016-12-31 | $2,128,675 |
Participant contributions at beginning of year | 2016-12-31 | $1,567,403 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,667,790 |
Administrative expenses (other) incurred | 2016-12-31 | $155,791 |
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 | $31,719,840 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $138,831,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $107,111,719 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $115,813,440 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $67,737,858 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $10,513,237 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $36,379 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $205,858 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $29,005,733 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $29,005,733 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $6,240,265 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $241,442 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $10,170,349 |
Employer contributions (assets) at end of year | 2016-12-31 | $10,170,349 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $8,800,725 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,646,871 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
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 | KPMG, LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $24,529,917 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,438,679 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,238,215 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $35,473 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $24,703,151 |
Value of total assets at end of year | 2015-12-31 | $107,111,719 |
Value of total assets at beginning of year | 2015-12-31 | $87,020,481 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $164,991 |
Total interest from all sources | 2015-12-31 | $8,022 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,032,381 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $4,032,381 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
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 | $14,373,346 |
Participant contributions at end of year | 2015-12-31 | $1,567,403 |
Participant contributions at beginning of year | 2015-12-31 | $1,206,004 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,529,080 |
Administrative expenses (other) incurred | 2015-12-31 | $9,717 |
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 | $20,091,238 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $107,111,719 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $87,020,481 |
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 | $147,854 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $67,737,858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $70,771,598 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $7,856,222 |
Interest on participant loans | 2015-12-31 | $8,022 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $29,005,733 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,213,637 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
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 |
Contributions received in cash from employer | 2015-12-31 | $8,800,725 |
Employer contributions (assets) at end of year | 2015-12-31 | $8,800,725 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $7,186,657 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,238,215 |
Contract administrator fees | 2015-12-31 | $7,420 |
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 | No |
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 | KPMG, LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $24,805,043 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,189,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,082,949 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $86,802 |
Value of total corrective distributions | 2014-12-31 | $5,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $20,415,189 |
Value of total assets at end of year | 2014-12-31 | $87,020,481 |
Value of total assets at beginning of year | 2014-12-31 | $64,405,351 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $14,472 |
Total interest from all sources | 2014-12-31 | $40,932 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,594,198 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,594,198 |
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 | $11,579,844 |
Participant contributions at end of year | 2014-12-31 | $1,206,004 |
Participant contributions at beginning of year | 2014-12-31 | $952,864 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,648,688 |
Administrative expenses (other) incurred | 2014-12-31 | $8,207 |
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 | $22,615,130 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $87,020,481 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $64,405,351 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $70,771,598 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $51,259,909 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $7,856,222 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $6,188,051 |
Interest on participant loans | 2014-12-31 | $11,899 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $29,033 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,655,336 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $99,388 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
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 |
Contributions received in cash from employer | 2014-12-31 | $7,186,657 |
Employer contributions (assets) at end of year | 2014-12-31 | $7,186,657 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $6,004,527 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,082,949 |
Contract administrator fees | 2014-12-31 | $6,265 |
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 | No |
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 | KPMG, LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $25,505,702 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,209,602 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,138,025 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $8,772 |
Value of total corrective distributions | 2013-12-31 | $51,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $17,239,931 |
Value of total assets at end of year | 2013-12-31 | $64,405,351 |
Value of total assets at beginning of year | 2013-12-31 | $40,109,251 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,752 |
Total interest from all sources | 2013-12-31 | $31,707 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,586,235 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,586,235 |
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 | $9,424,456 |
Participant contributions at end of year | 2013-12-31 | $952,864 |
Participant contributions at beginning of year | 2013-12-31 | $580,684 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,810,948 |
Administrative expenses (other) incurred | 2013-12-31 | $6,982 |
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 | $24,296,100 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $64,405,351 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $40,109,251 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $51,259,909 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $29,865,896 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $6,188,051 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $4,917,210 |
Interest on participant loans | 2013-12-31 | $21,315 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $10,392 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $6,549,964 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $97,865 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $6,004,527 |
Employer contributions (assets) at end of year | 2013-12-31 | $6,004,527 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,745,461 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,138,025 |
Contract administrator fees | 2013-12-31 | $4,770 |
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 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | 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 | KPMG, LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $16,573,696 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $655,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $648,543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $12,960,563 |
Value of total assets at end of year | 2012-12-31 | $40,109,251 |
Value of total assets at beginning of year | 2012-12-31 | $24,190,772 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,674 |
Total interest from all sources | 2012-12-31 | $25,162 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $776,836 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $776,836 |
Administrative expenses professional fees incurred | 2012-12-31 | $6,674 |
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 | $7,230,696 |
Participant contributions at end of year | 2012-12-31 | $580,684 |
Participant contributions at beginning of year | 2012-12-31 | $515,882 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $984,406 |
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 | $15,918,479 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $40,109,251 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $24,190,772 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $29,865,896 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $19,763,562 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $4,917,210 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $3,911,328 |
Interest on participant loans | 2012-12-31 | $25,148 |
Interest earned on other investments | 2012-12-31 | $14 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,693,434 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $117,701 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
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 |
Contributions received in cash from employer | 2012-12-31 | $4,745,461 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,745,461 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $648,543 |
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 | No |
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 | KPMG, LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $11,528,295 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $274,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $265,345 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $4,037 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $12,099,116 |
Value of total assets at end of year | 2011-12-31 | $24,190,772 |
Value of total assets at beginning of year | 2011-12-31 | $12,936,694 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,835 |
Total interest from all sources | 2011-12-31 | $20,071 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $385,102 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $385,102 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $5,178,733 |
Participant contributions at end of year | 2011-12-31 | $515,882 |
Participant contributions at beginning of year | 2011-12-31 | $164,638 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $160,636 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $6,920,383 |
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 | $11,254,078 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $24,190,772 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,936,694 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $19,763,562 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,577,163 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $3,911,328 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,815,236 |
Interest on participant loans | 2011-12-31 | $20,071 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,055,482 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $79,488 |
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 |
Contributions received in cash from employer | 2011-12-31 | $0 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,219,021 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $265,345 |
Contract administrator fees | 2011-12-31 | $4,835 |
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 | No |
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 | KPMG, LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $6,991,700 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $113,721 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $95,645 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $8,225 |
Value of total corrective distributions | 2010-12-31 | $7,256 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,865,818 |
Value of total assets at end of year | 2010-12-31 | $12,936,694 |
Value of total assets at beginning of year | 2010-12-31 | $6,058,715 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,595 |
Total interest from all sources | 2010-12-31 | $5,234 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $145,981 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $145,981 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,135,616 |
Participant contributions at end of year | 2010-12-31 | $164,638 |
Participant contributions at beginning of year | 2010-12-31 | $61,776 |
Participant contributions at end of year | 2010-12-31 | $160,636 |
Participant contributions at beginning of year | 2010-12-31 | $95,263 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $510,334 |
Administrative expenses (other) incurred | 2010-12-31 | $375 |
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 | $6,877,979 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,936,694 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,058,715 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,577,163 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,946,027 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,815,236 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,101,416 |
Interest on participant loans | 2010-12-31 | $5,234 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $927,000 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $47,667 |
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 |
Contributions received in cash from employer | 2010-12-31 | $2,219,868 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,219,021 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $854,233 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $95,645 |
Contract administrator fees | 2010-12-31 | $2,220 |
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 | No |
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 | KPMG, LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : WINTHROP-UNIVERSITY HOSPITAL DEFINED CONTRIBUTION PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |