OCHSNER BAYOU, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN
Measure | Date | Value |
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2017 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,405,095 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $13,274,127 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $13,231,272 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $45,434 |
Value of total assets at end of year | 2017-12-31 | $0 |
Value of total assets at beginning of year | 2017-12-31 | $11,869,032 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $42,855 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $97,863 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $97,863 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
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 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $1,169 |
Other income not declared elsewhere | 2017-12-31 | $6,741 |
Administrative expenses (other) incurred | 2017-12-31 | $42,855 |
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 | $-11,869,032 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,869,032 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,597,180 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,642,289 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $899,039 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $356,018 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $45,434 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $629,563 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $13,230,103 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 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 | Yes |
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 | BOURGEOIS BENNETT, LLC |
Accountancy firm EIN | 2017-12-31 | 720136870 |
2016 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,361,406 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $812,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $799,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $629,563 |
Value of total assets at end of year | 2016-12-31 | $11,869,032 |
Value of total assets at beginning of year | 2016-12-31 | $11,319,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,950 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $270,098 |
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 | $270,098 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $629,563 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $629,563 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $127,017 |
Administrative expenses (other) incurred | 2016-12-31 | $12,950 |
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 | $549,300 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,869,032 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,319,732 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,597,180 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,976,780 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,642,289 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,369,529 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $280,649 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $181,096 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $629,563 |
Employer contributions (assets) at end of year | 2016-12-31 | $629,563 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $846,406 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $799,156 |
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 | BOURGENOIS BENNETT, LLC |
Accountancy firm EIN | 2016-12-31 | 720136870 |
2015 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $932,308 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $820,027 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $802,777 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $973,423 |
Value of total assets at end of year | 2015-12-31 | $11,319,732 |
Value of total assets at beginning of year | 2015-12-31 | $11,207,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $17,250 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $313,847 |
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 | $313,847 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $846,405 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $846,405 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $127,017 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $127,017 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $17,250 |
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 | $112,281 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $11,319,732 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,207,451 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,976,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,964,091 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,369,529 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,418,698 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-331,124 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-23,838 |
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 | $846,406 |
Employer contributions (assets) at end of year | 2015-12-31 | $846,406 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $824,662 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $802,777 |
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 | BOURGEOIS BENNETT, LLC |
Accountancy firm EIN | 2015-12-31 | 720136870 |
2014 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,251,017 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,164,790 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,153,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $824,662 |
Value of total assets at end of year | 2014-12-31 | $11,207,451 |
Value of total assets at beginning of year | 2014-12-31 | $11,121,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $11,718 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $439,347 |
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 | $439,347 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $824,662 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $824,662 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $11,718 |
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 | $86,227 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,207,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,121,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,964,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,300,736 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $4,052 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,418,698 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,051,578 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,051,578 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-121,757 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $108,765 |
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 | $824,662 |
Employer contributions (assets) at end of year | 2014-12-31 | $824,662 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $764,858 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,153,072 |
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 | BOURGEOIS BENNETT, LLC |
Accountancy firm EIN | 2014-12-31 | 720136870 |
2013 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,219,946 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $748,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $745,569 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $764,858 |
Value of total assets at end of year | 2013-12-31 | $11,121,224 |
Value of total assets at beginning of year | 2013-12-31 | $9,650,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,407 |
Total interest from all sources | 2013-12-31 | $161 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $534,709 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $534,709 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $766,993 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $766,993 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $261 |
Administrative expenses (other) incurred | 2013-12-31 | $3,407 |
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 | $1,470,970 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,121,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,650,254 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,300,736 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,575,252 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $4,052 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $7,395 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,051,578 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,311,902 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,311,902 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $161 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $919,878 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $79 |
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 | $764,858 |
Employer contributions (assets) at end of year | 2013-12-31 | $764,858 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $755,705 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $745,569 |
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 | BOURGEOIS BENNETT,LLC |
Accountancy firm EIN | 2013-12-31 | 720136870 |
2012 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,458,421 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $301,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $301,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $755,705 |
Value of total assets at end of year | 2012-12-31 | $9,650,254 |
Value of total assets at beginning of year | 2012-12-31 | $8,493,280 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $185 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $151,427 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $151,427 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $755,705 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $755,705 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,156,974 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,650,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,493,280 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,575,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,580,287 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $7,395 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,311,902 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,218,204 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,218,204 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $185 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $551,104 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $755,705 |
Employer contributions (assets) at end of year | 2012-12-31 | $755,705 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $694,789 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $301,447 |
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 | BOURGEOIS BENNETT,LLC |
Accountancy firm EIN | 2012-12-31 | 720136870 |
2011 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $610,649 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $281,010 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $279,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $694,788 |
Value of total assets at end of year | 2011-12-31 | $8,493,280 |
Value of total assets at beginning of year | 2011-12-31 | $8,163,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,150 |
Total interest from all sources | 2011-12-31 | $189 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $130,740 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $130,740 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $694,788 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $694,788 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $1,150 |
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 | $329,639 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,493,280 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,163,641 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,580,287 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,473,202 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,218,204 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,052,299 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,052,299 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $189 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-215,068 |
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 | $694,788 |
Employer contributions (assets) at end of year | 2011-12-31 | $694,789 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $638,140 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $279,860 |
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 | POSTLETHWAITE NETTERVILLE |
Accountancy firm EIN | 2011-12-31 | 721202445 |
2010 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,264,495 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $225,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $225,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $638,140 |
Value of total assets at end of year | 2010-12-31 | $8,163,641 |
Value of total assets at beginning of year | 2010-12-31 | $7,124,647 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $343 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $117,788 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $117,788 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $83,357 |
Minimum employer required contribution for this plan year | 2010-12-31 | $721,497 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $638,140 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,038,994 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,163,641 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,124,647 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,473,202 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,782,269 |
Interest on participant loans | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,052,299 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,800,235 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,800,235 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $343 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $508,224 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $638,140 |
Employer contributions (assets) at end of year | 2010-12-31 | $638,140 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $542,143 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $225,501 |
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 | POSTELWAITE NETTERVILLE |
Accountancy firm EIN | 2010-12-31 | 721202445 |
2009 : OCHSNER-ST ANNE GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |