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EPISCOPAL HEALTH SERVICES 401k Plan overview

Plan NameEPISCOPAL HEALTH SERVICES
Plan identification number 001

EPISCOPAL HEALTH SERVICES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:EPISCOPAL HEALTH SERVICES, INC.
Employer identification number (EIN):111665825
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about EPISCOPAL HEALTH SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1852-02-03
Company Identification Number: 147
Legal Registered Office Address: 377 OAK STREET SUITE 300
Nassau
GARDEN CITY
United States of America (USA)
11530

More information about EPISCOPAL HEALTH SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPISCOPAL HEALTH SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01SHARIKA GORDON2017-10-16
0012015-01-01SHARIKA GORDON2016-10-13
0012014-01-01SHARIKA GORDON2015-10-12
0012013-01-01SHARIKA GORDON2014-10-24
0012012-01-01SHARIKA GORDON2013-10-15
0012011-01-01CHERIAN PALATHRA2012-10-01
0012010-01-01CHERIAN PALATHRA
0012009-01-01CHERIAN PALATHRA CHERIAN PALATHRA2010-10-14
0012007-01-01CHERIAN PALATHRA CHERIAN PALATHRA2010-10-12

Plan Statistics for EPISCOPAL HEALTH SERVICES

401k plan membership statisitcs for EPISCOPAL HEALTH SERVICES

Measure Date Value
2010: EPISCOPAL HEALTH SERVICES 2010 401k membership
Total participants, beginning-of-year2010-01-0113
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0113
Number of participants with account balances2010-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EPISCOPAL HEALTH SERVICES 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: EPISCOPAL HEALTH SERVICES 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010

Financial Data on EPISCOPAL HEALTH SERVICES

Measure Date Value
2010 : EPISCOPAL HEALTH SERVICES 2010 401k financial data
Total income from all sources2010-12-31$26,962
Expenses. Total of all expenses incurred2010-12-31$188
Benefits paid (including direct rollovers)2010-12-31$188
Total plan assets at end of year2010-12-31$825,084
Total plan assets at beginning of year2010-12-31$798,310
Value of fidelity bond covering the plan2010-12-31$10,000,000
Other income received2010-12-31$26,962
Net income (gross income less expenses)2010-12-31$26,774
Net plan assets at end of year (total assets less liabilities)2010-12-31$825,084
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$798,310
Assets. Value of participant loans2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EPISCOPAL HEALTH SERVICES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EPISCOPAL HEALTH SERVICES

2010: EPISCOPAL HEALTH SERVICES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EPISCOPAL HEALTH SERVICES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: EPISCOPAL HEALTH SERVICES 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7550185
Policy instance 1
Insurance contract or identification numberL7550185
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,889
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,816
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES

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