401k Plan data: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN plan

THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN
Plan identification number	003

THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

PHELPS MEMORIAL HOSPITAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: PHELPS MEMORIAL HOSPITAL ASSOCIATION

Employer identification number (EIN): 131725076

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about PHELPS MEMORIAL HOSPITAL ASSOCIATION

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1952-12-24

Company Identification Number: 78729

Legal Registered Office Address: ATTN: PRESIDENT
701 NORTH BROADWAY
SLEEPY HOLLOW
United States of America (USA)
10591

More information about PHELPS MEMORIAL HOSPITAL ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 JAKE MAIJALA JAKE MAIJALA 2018-10-15
003 2016-01-01 VINCENT DESANTIS JAKE MAIJALA 2017-10-12
003 2015-01-01 VINCENT DESANTIS JAKE MAIJALA 2016-10-14
003 2014-01-01 VINCENT DESANTIS JAKE MAIJALA 2015-10-14
003 2013-01-01 VINCENT DESANTIS JAKE MAIJALA 2014-10-14
003 2012-01-01 VINCENT DESANTIS VINCENT DESANTIS 2013-10-15
003 2011-01-01 JOANNE STURANS VINCENT DESANTIS 2012-10-15
003 2010-01-01 JOANNE STURANS VINCENT DESANTIS 2011-10-28
003 2009-01-01 JOANNE STURANS VINCENT DESANTIS 2010-10-15
003 2009-01-01 JOANNE STURANS VINCENT DESANTIS 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	JAKE MAIJALA	JAKE MAIJALA	2018-10-15
003	2016-01-01	VINCENT DESANTIS	JAKE MAIJALA	2017-10-12
003	2015-01-01	VINCENT DESANTIS	JAKE MAIJALA	2016-10-14
003	2014-01-01	VINCENT DESANTIS	JAKE MAIJALA	2015-10-14
003	2013-01-01	VINCENT DESANTIS	JAKE MAIJALA	2014-10-14
003	2012-01-01	VINCENT DESANTIS	VINCENT DESANTIS	2013-10-15
003	2011-01-01	JOANNE STURANS	VINCENT DESANTIS	2012-10-15
003	2010-01-01	JOANNE STURANS	VINCENT DESANTIS	2011-10-28
003	2009-01-01	JOANNE STURANS	VINCENT DESANTIS	2010-10-15
003	2009-01-01	JOANNE STURANS	VINCENT DESANTIS	2010-10-15

Plan Statistics for THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN

Measure Date Value
2020: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4,152
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
2019: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3,963
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,708
Number of retired or separated participants receiving benefits 2019-01-01 30
Number of other retired or separated participants entitled to future benefits 2019-01-01 879
Total of all active and inactive participants 2019-01-01 3,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 24
Total participants 2019-01-01 3,641
Number of participants with account balances 2019-01-01 3,483
2018: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3,885
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,564
Number of retired or separated participants receiving benefits 2018-01-01 33
Number of other retired or separated participants entitled to future benefits 2018-01-01 808
Total of all active and inactive participants 2018-01-01 3,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 19
Total participants 2018-01-01 3,424
Number of participants with account balances 2018-01-01 3,277
2017: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3,785
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,545
Number of retired or separated participants receiving benefits 2017-01-01 28
Number of other retired or separated participants entitled to future benefits 2017-01-01 756
Total of all active and inactive participants 2017-01-01 3,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 19
Total participants 2017-01-01 3,348
Number of participants with account balances 2017-01-01 3,201
2016: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,983
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,495
Number of retired or separated participants receiving benefits 2016-01-01 24
Number of other retired or separated participants entitled to future benefits 2016-01-01 673
Total of all active and inactive participants 2016-01-01 3,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 19
Total participants 2016-01-01 3,211
Number of participants with account balances 2016-01-01 3,070
2015: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,942
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,346
Number of retired or separated participants receiving benefits 2015-01-01 22
Number of other retired or separated participants entitled to future benefits 2015-01-01 599
Total of all active and inactive participants 2015-01-01 2,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 16
Total participants 2015-01-01 2,983
Number of participants with account balances 2015-01-01 2,979
2014: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,550
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,344
Number of retired or separated participants receiving benefits 2014-01-01 18
Number of other retired or separated participants entitled to future benefits 2014-01-01 564
Total of all active and inactive participants 2014-01-01 2,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 16
Total participants 2014-01-01 2,942
Number of participants with account balances 2014-01-01 2,847
2013: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,302
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,974
Number of retired or separated participants receiving benefits 2013-01-01 14
Number of other retired or separated participants entitled to future benefits 2013-01-01 547
Total of all active and inactive participants 2013-01-01 3,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 15
Total participants 2013-01-01 3,550
Number of participants with account balances 2013-01-01 2,728
2012: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,719
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,930
Number of retired or separated participants receiving benefits 2012-01-01 10
Number of other retired or separated participants entitled to future benefits 2012-01-01 351
Total of all active and inactive participants 2012-01-01 3,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 11
Total participants 2012-01-01 3,302
Number of participants with account balances 2012-01-01 2,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 28
2011: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,379
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,195
Number of retired or separated participants receiving benefits 2011-01-01 11
Number of other retired or separated participants entitled to future benefits 2011-01-01 502
Total of all active and inactive participants 2011-01-01 2,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 11
Total participants 2011-01-01 2,719
Number of participants with account balances 2011-01-01 2,634
2010: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,726
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,206
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 158
Total of all active and inactive participants 2010-01-01 2,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 15
Total participants 2010-01-01 2,379
Number of participants with account balances 2010-01-01 2,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 10
2009: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,316
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,571
Number of other retired or separated participants entitled to future benefits 2009-01-01 143
Total of all active and inactive participants 2009-01-01 2,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 12
Total participants 2009-01-01 2,726
Number of participants with account balances 2009-01-01 2,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 94

Measure	Date	Value
2020: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4,152
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
2019: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3,963
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,708
Number of retired or separated participants receiving benefits	2019-01-01	30
Number of other retired or separated participants entitled to future benefits	2019-01-01	879
Total of all active and inactive participants	2019-01-01	3,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	24
Total participants	2019-01-01	3,641
Number of participants with account balances	2019-01-01	3,483
2018: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3,885
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,564
Number of retired or separated participants receiving benefits	2018-01-01	33
Number of other retired or separated participants entitled to future benefits	2018-01-01	808
Total of all active and inactive participants	2018-01-01	3,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	19
Total participants	2018-01-01	3,424
Number of participants with account balances	2018-01-01	3,277
2017: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3,785
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,545
Number of retired or separated participants receiving benefits	2017-01-01	28
Number of other retired or separated participants entitled to future benefits	2017-01-01	756
Total of all active and inactive participants	2017-01-01	3,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	19
Total participants	2017-01-01	3,348
Number of participants with account balances	2017-01-01	3,201
2016: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,983
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,495
Number of retired or separated participants receiving benefits	2016-01-01	24
Number of other retired or separated participants entitled to future benefits	2016-01-01	673
Total of all active and inactive participants	2016-01-01	3,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	19
Total participants	2016-01-01	3,211
Number of participants with account balances	2016-01-01	3,070
2015: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,942
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,346
Number of retired or separated participants receiving benefits	2015-01-01	22
Number of other retired or separated participants entitled to future benefits	2015-01-01	599
Total of all active and inactive participants	2015-01-01	2,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	16
Total participants	2015-01-01	2,983
Number of participants with account balances	2015-01-01	2,979
2014: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,550
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,344
Number of retired or separated participants receiving benefits	2014-01-01	18
Number of other retired or separated participants entitled to future benefits	2014-01-01	564
Total of all active and inactive participants	2014-01-01	2,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	16
Total participants	2014-01-01	2,942
Number of participants with account balances	2014-01-01	2,847
2013: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,302
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,974
Number of retired or separated participants receiving benefits	2013-01-01	14
Number of other retired or separated participants entitled to future benefits	2013-01-01	547
Total of all active and inactive participants	2013-01-01	3,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	15
Total participants	2013-01-01	3,550
Number of participants with account balances	2013-01-01	2,728
2012: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,719
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,930
Number of retired or separated participants receiving benefits	2012-01-01	10
Number of other retired or separated participants entitled to future benefits	2012-01-01	351
Total of all active and inactive participants	2012-01-01	3,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	11
Total participants	2012-01-01	3,302
Number of participants with account balances	2012-01-01	2,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	28
2011: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,379
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,195
Number of retired or separated participants receiving benefits	2011-01-01	11
Number of other retired or separated participants entitled to future benefits	2011-01-01	502
Total of all active and inactive participants	2011-01-01	2,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	11
Total participants	2011-01-01	2,719
Number of participants with account balances	2011-01-01	2,634
2010: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,726
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,206
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	158
Total of all active and inactive participants	2010-01-01	2,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	15
Total participants	2010-01-01	2,379
Number of participants with account balances	2010-01-01	2,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	10
2009: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,316
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,571
Number of other retired or separated participants entitled to future benefits	2009-01-01	143
Total of all active and inactive participants	2009-01-01	2,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	12
Total participants	2009-01-01	2,726
Number of participants with account balances	2009-01-01	2,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	94

Financial Data on THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2020 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$11,695,695
Total unrealized appreciation/depreciation of assets	2020-12-31	$11,695,695
Total transfer of assets from this plan	2020-12-31	$255,451,076
Total income from all sources (including contributions)	2020-12-31	$46,490,424
Total of all expenses incurred	2020-12-31	$17,665,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$17,491,078
Expenses. Certain deemed distributions of participant loans	2020-12-31	$52,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$16,491,135
Value of total assets at end of year	2020-12-31	$0
Value of total assets at beginning of year	2020-12-31	$226,625,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$121,222
Total interest from all sources	2020-12-31	$2,104,164
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,245,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,245,842
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$9,749,252
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$2,083,651
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$61,784,372
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$446,635
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	$28,825,161
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$226,625,915
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
Investment advisory and management fees	2020-12-31	$121,222
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$80,786,462
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,093,653
Interest on participant loans	2020-12-31	$88,341
Interest earned on other investments	2020-12-31	$2,015,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$79,877,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$10,953,588
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
Contributions received in cash from employer	2020-12-31	$6,295,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$17,491,078
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WISS & COMPANY LLP
Accountancy firm EIN	2020-12-31	221732349
2019 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$12,754,577
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$12,754,577
Total unrealized appreciation/depreciation of assets	2019-12-31	$12,754,577
Total unrealized appreciation/depreciation of assets	2019-12-31	$12,754,577
Total income from all sources (including contributions)	2019-12-31	$46,612,827
Total of all expenses incurred	2019-12-31	$13,763,227
Total of all expenses incurred	2019-12-31	$13,763,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$13,519,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$13,519,181
Expenses. Certain deemed distributions of participant loans	2019-12-31	$146,596
Expenses. Certain deemed distributions of participant loans	2019-12-31	$146,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$16,927,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$16,927,848
Value of total assets at end of year	2019-12-31	$226,625,915
Value of total assets at end of year	2019-12-31	$226,625,915
Value of total assets at beginning of year	2019-12-31	$193,776,315
Value of total assets at beginning of year	2019-12-31	$193,776,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$97,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$97,450
Total interest from all sources	2019-12-31	$2,049,437
Total interest from all sources	2019-12-31	$2,049,437
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,783,345
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,783,345
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,783,345
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,783,345
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$8,626,467
Contributions received from participants	2019-12-31	$8,626,467
Participant contributions at end of year	2019-12-31	$2,083,651
Participant contributions at end of year	2019-12-31	$2,083,651
Participant contributions at beginning of year	2019-12-31	$1,824,484
Participant contributions at beginning of year	2019-12-31	$1,824,484
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$61,784,372
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$61,784,372
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$52,649,497
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$52,649,497
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,935,933
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,935,933
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	$32,849,600
Value of net income/loss	2019-12-31	$32,849,600
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$226,625,915
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$226,625,915
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$193,776,315
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$193,776,315
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$97,450
Investment advisory and management fees	2019-12-31	$97,450
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$80,786,462
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$80,786,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$58,333,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$58,333,950
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,093,653
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,093,653
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,155,724
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,155,724
Interest on participant loans	2019-12-31	$70,044
Interest on participant loans	2019-12-31	$70,044
Interest earned on other investments	2019-12-31	$1,979,393
Interest earned on other investments	2019-12-31	$1,979,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$79,877,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$79,877,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$78,812,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$78,812,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$11,097,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$11,097,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$6,365,448
Contributions received in cash from employer	2019-12-31	$6,365,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$13,519,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$13,519,181
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	2019-12-31	No
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WISS & COMPANY, LLP
Accountancy firm name	2019-12-31	WISS & COMPANY, LLP
Accountancy firm EIN	2019-12-31	221732349
Accountancy firm EIN	2019-12-31	221732349
2018 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-2,882,825
Total unrealized appreciation/depreciation of assets	2018-12-31	$-2,882,825
Total income from all sources (including contributions)	2018-12-31	$10,605,655
Total of all expenses incurred	2018-12-31	$12,494,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$12,286,855
Expenses. Certain deemed distributions of participant loans	2018-12-31	$131,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$15,429,955
Value of total assets at end of year	2018-12-31	$193,776,315
Value of total assets at beginning of year	2018-12-31	$195,664,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$76,112
Total interest from all sources	2018-12-31	$1,844,744
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,273,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,273,775
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$8,519,081
Participant contributions at end of year	2018-12-31	$1,824,484
Participant contributions at beginning of year	2018-12-31	$1,885,294
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$52,649,497
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,323,605
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	$-1,888,587
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$193,776,315
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$195,664,902
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
Investment advisory and management fees	2018-12-31	$76,112
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$58,333,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$55,866,752
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,155,724
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$62,221,568
Interest on participant loans	2018-12-31	$34,303
Interest earned on other investments	2018-12-31	$1,810,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$78,812,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$75,691,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-8,059,994
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
Contributions received in cash from employer	2018-12-31	$5,587,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$12,286,855
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	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	WISS & COMPANY, LLP
Accountancy firm EIN	2018-12-31	221732349
2017 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$11,349,534
Total unrealized appreciation/depreciation of assets	2017-12-31	$11,349,534
Total income from all sources (including contributions)	2017-12-31	$35,088,833
Total of all expenses incurred	2017-12-31	$15,356,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$15,047,087
Expenses. Certain deemed distributions of participant loans	2017-12-31	$223,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$14,276,238
Value of total assets at end of year	2017-12-31	$195,664,902
Value of total assets at beginning of year	2017-12-31	$175,932,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$85,718
Total interest from all sources	2017-12-31	$1,742,436
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,331,861
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	$2,331,861
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$8,281,964
Participant contributions at end of year	2017-12-31	$1,885,294
Participant contributions at beginning of year	2017-12-31	$2,127,350
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$465,960
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	$19,732,196
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$195,664,902
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$175,932,706
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
Investment advisory and management fees	2017-12-31	$85,718
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$55,866,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$43,483,865
Value of interest in pooled separate accounts at end of year	2017-12-31	$62,221,568
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$55,550,816
Interest on participant loans	2017-12-31	$42,290
Interest earned on other investments	2017-12-31	$1,700,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$75,691,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$74,770,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,388,764
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	Yes
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	$5,528,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$15,047,087
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	WISS & COMPANY, LLP
Accountancy firm EIN	2017-12-31	221732349
2016 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$3,495,141
Total unrealized appreciation/depreciation of assets	2016-12-31	$3,495,141
Total income from all sources (including contributions)	2016-12-31	$22,318,405
Total of all expenses incurred	2016-12-31	$8,664,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,364,270
Expenses. Certain deemed distributions of participant loans	2016-12-31	$212,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$13,486,457
Value of total assets at end of year	2016-12-31	$175,932,706
Value of total assets at beginning of year	2016-12-31	$162,278,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$87,719
Total interest from all sources	2016-12-31	$2,637,049
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,445,001
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	$1,445,001
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$7,610,178
Participant contributions at end of year	2016-12-31	$2,127,350
Participant contributions at beginning of year	2016-12-31	$2,373,896
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$957,602
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	$13,654,210
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$175,932,706
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$162,278,496
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	$87,719
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$43,483,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$35,492,433
Value of interest in pooled separate accounts at end of year	2016-12-31	$55,550,816
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$53,896,288
Interest on participant loans	2016-12-31	$54,331
Interest earned on other investments	2016-12-31	$2,582,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$74,770,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$70,515,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,254,757
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	Yes
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	$4,918,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$8,364,270
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	No
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	WISS & COMPANY, LLP
Accountancy firm EIN	2016-12-31	221732349
2015 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$307,934
Total unrealized appreciation/depreciation of assets	2015-12-31	$307,934
Total income from all sources (including contributions)	2015-12-31	$14,617,139
Total of all expenses incurred	2015-12-31	$6,662,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,338,184
Expenses. Certain deemed distributions of participant loans	2015-12-31	$228,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$12,681,029
Value of total assets at end of year	2015-12-31	$162,278,496
Value of total assets at beginning of year	2015-12-31	$154,323,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$95,108
Total interest from all sources	2015-12-31	$2,402,334
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,764,462
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	$1,764,462
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$7,309,169
Participant contributions at end of year	2015-12-31	$2,373,896
Participant contributions at beginning of year	2015-12-31	$2,144,284
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$555,303
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	$7,955,057
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$162,278,496
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$154,323,439
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	$95,108
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$35,492,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$32,654,279
Value of interest in pooled separate accounts at end of year	2015-12-31	$53,896,288
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$54,053,184
Interest on participant loans	2015-12-31	$51,185
Interest earned on other investments	2015-12-31	$2,351,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$70,515,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$65,471,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,538,620
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	$4,816,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,338,184
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	2015-12-31	No
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	WISS & COMPANY, LLP
Accountancy firm EIN	2015-12-31	221732349
2014 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$4,878,330
Total unrealized appreciation/depreciation of assets	2014-12-31	$4,878,330
Total income from all sources (including contributions)	2014-12-31	$20,748,292
Total of all expenses incurred	2014-12-31	$6,787,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,528,634
Expenses. Certain deemed distributions of participant loans	2014-12-31	$165,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$12,862,942
Value of total assets at end of year	2014-12-31	$154,323,439
Value of total assets at beginning of year	2014-12-31	$140,362,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$93,405
Total interest from all sources	2014-12-31	$2,263,398
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,407,863
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	$1,407,863
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$7,196,071
Participant contributions at end of year	2014-12-31	$2,144,284
Participant contributions at beginning of year	2014-12-31	$1,969,499
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,005,790
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	$13,960,465
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$154,323,439
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$140,362,974
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	$93,405
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$32,654,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$27,245,844
Value of interest in pooled separate accounts at end of year	2014-12-31	$54,053,184
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$50,180,999
Interest on participant loans	2014-12-31	$47,843
Interest earned on other investments	2014-12-31	$2,215,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$65,471,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$60,966,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-664,241
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	$4,661,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,528,634
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	2014-12-31	No
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	WISS & COMPANY, LLP
Accountancy firm EIN	2014-12-31	221732349
2013 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$13,699,828
Total unrealized appreciation/depreciation of assets	2013-12-31	$13,699,828
Total transfer of assets from this plan	2013-12-31	$70,085
Total income from all sources (including contributions)	2013-12-31	$28,810,392
Total of all expenses incurred	2013-12-31	$6,929,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,753,141
Expenses. Certain deemed distributions of participant loans	2013-12-31	$92,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$11,932,539
Value of total assets at end of year	2013-12-31	$140,362,974
Value of total assets at beginning of year	2013-12-31	$118,552,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$83,799
Total interest from all sources	2013-12-31	$41,594
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,136,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$6,667,531
Participant contributions at end of year	2013-12-31	$1,969,499
Participant contributions at beginning of year	2013-12-31	$1,454,992
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$941,313
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	$21,880,716
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$140,362,974
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$118,552,343
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	$83,799
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$27,245,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$19,587,408
Value of interest in pooled separate accounts at end of year	2013-12-31	$50,180,999
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$39,305,533
Interest on participant loans	2013-12-31	$41,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$60,966,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$58,204,410
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	$4,323,695
Income. Dividends from common stock	2013-12-31	$3,136,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$6,753,141
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	2013-12-31	No
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	WISS & COMPANY, LLP
Accountancy firm EIN	2013-12-31	221732349
2012 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$6,404,908
Total unrealized appreciation/depreciation of assets	2012-12-31	$6,404,908
Total transfer of assets to this plan	2012-12-31	$280,298
Total income from all sources (including contributions)	2012-12-31	$19,629,466
Total of all expenses incurred	2012-12-31	$6,362,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,109,122
Expenses. Certain deemed distributions of participant loans	2012-12-31	$180,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$10,567,680
Value of total assets at end of year	2012-12-31	$118,552,343
Value of total assets at beginning of year	2012-12-31	$105,005,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$73,105
Total interest from all sources	2012-12-31	$44,716
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,612,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$6,348,409
Participant contributions at end of year	2012-12-31	$1,454,992
Participant contributions at beginning of year	2012-12-31	$1,475,791
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$236,909
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	$13,266,626
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$118,552,343
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$105,005,419
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	$73,105
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$19,587,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,388,871
Value of interest in pooled separate accounts at end of year	2012-12-31	$39,305,533
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$35,629,147
Interest on participant loans	2012-12-31	$44,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$58,204,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$54,511,610
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
Contributions received in cash from employer	2012-12-31	$3,982,362
Income. Dividends from common stock	2012-12-31	$2,612,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,109,122
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	2012-12-31	No
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	WISS & COMPANY, LLP
Accountancy firm EIN	2012-12-31	221732349
2011 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-1,190,138
Total unrealized appreciation/depreciation of assets	2011-12-31	$-1,190,138
Total transfer of assets to this plan	2011-12-31	$358,262
Total income from all sources (including contributions)	2011-12-31	$10,818,837
Total of all expenses incurred	2011-12-31	$4,640,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,396,867
Expenses. Certain deemed distributions of participant loans	2011-12-31	$185,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$9,747,546
Value of total assets at end of year	2011-12-31	$105,005,419
Value of total assets at beginning of year	2011-12-31	$98,469,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$58,840
Total interest from all sources	2011-12-31	$50,102
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,211,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
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	$5,715,122
Participant contributions at end of year	2011-12-31	$1,475,791
Participant contributions at beginning of year	2011-12-31	$1,362,590
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$492,099
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	$6,178,092
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$105,005,419
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$98,469,065
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	$58,840
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,388,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,890,518
Value of interest in pooled separate accounts at end of year	2011-12-31	$35,629,147
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$34,838,946
Interest on participant loans	2011-12-31	$50,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$54,511,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$50,377,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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	$3,540,325
Income. Dividends from common stock	2011-12-31	$2,211,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,396,867
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	2011-12-31	No
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	WISS & COMPANY, LLP
Accountancy firm EIN	2011-12-31	221732349
2010 : THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$5,637,480
Total unrealized appreciation/depreciation of assets	2010-12-31	$5,637,480
Total transfer of assets to this plan	2010-12-31	$1,561,496
Total income from all sources (including contributions)	2010-12-31	$17,048,053
Total of all expenses incurred	2010-12-31	$5,173,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,973,855
Expenses. Certain deemed distributions of participant loans	2010-12-31	$142,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$9,485,308
Value of total assets at end of year	2010-12-31	$98,469,065
Value of total assets at beginning of year	2010-12-31	$85,032,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$56,567
Total interest from all sources	2010-12-31	$590,246
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,335,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
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	$5,147,853
Participant contributions at end of year	2010-12-31	$1,362,590
Participant contributions at beginning of year	2010-12-31	$1,076,641
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$505,498
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	$11,874,732
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$98,469,065
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$85,032,837
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	$56,567
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,890,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,325,095
Value of interest in pooled separate accounts at end of year	2010-12-31	$34,838,946
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$33,653,582
Interest on participant loans	2010-12-31	$49,041
Interest earned on other investments	2010-12-31	$541,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$50,377,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$41,977,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
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	$3,831,957
Income. Dividends from common stock	2010-12-31	$1,335,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,973,855
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	2010-12-31	No
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	WISS & COMPANY, LLP
Accountancy firm EIN	2010-12-31	221732349

Form 5500 Responses for THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN

2020: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE PHELPS MEMORIAL HOSPITAL CENTER RETIREMENT SAVINGS TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550212
Policy instance	2
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number	890628+006
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550212
Policy instance	2
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number	890628+006
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550212
Policy instance	2
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number	890628+006
Policy instance	1
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number	890628+006
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550212
Policy instance	2
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number	890628+006
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550212
Policy instance	2
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number	890628+006
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550212
Policy instance	2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7850212
Policy instance	3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number	890628+006
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550212
Policy instance	2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7850212
Policy instance	3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	29228
Policy instance	4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	29228
Policy instance	4
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number	890628+006
Policy instance	1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	L7850212
Policy instance	3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550212
Policy instance	2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	29228
Policy instance	4
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550212
Policy instance	2
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number	890628+006
Policy instance	1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	L7850212
Policy instance	3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number	890628+006
Policy instance	1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	29228
Policy instance	4
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	L7850212
Policy instance	3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	L7550212
Policy instance	2

Potentially related plans

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Company Name:	PHELPS MEMORIAL HOSPITAL ASSOCIATION
Employer identification number (EIN):	131725076
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1952-12-24
Company Identification Number:	78729
Legal Registered Office Address:	ATTN: PRESIDENT 701 NORTH BROADWAY SLEEPY HOLLOW United States of America (USA) 10591