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ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 401k Plan overview

Plan NameROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN
Plan identification number 001

ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL
Employer identification number (EIN):221487243
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MICHELLE HARVEY MICHELLE HARVEY2018-10-12
0012016-01-01MICHELLE HARVEY
0012015-01-01MICHELLE HARVEY
0012014-01-01MICHELLE HARVEY
0012013-01-01MICHELLE HARVEY
0012012-01-01STEPHANIE PATTERSON STEPHANIE PATTERSON2013-10-15
0012011-01-01MARTIN EVERHART
0012010-01-01JOYCE QUINLAN
0012009-01-01JOYCE QUINLAN

Plan Statistics for ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN

401k plan membership statisitcs for ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN

Measure Date Value
2017: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,144
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,868
Total number of active participants reported on line 7a of the Form 55002016-01-018,000
Number of retired or separated participants receiving benefits2016-01-0137
Number of other retired or separated participants entitled to future benefits2016-01-012,107
Total of all active and inactive participants2016-01-0110,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110,144
Number of participants with account balances2016-01-0110,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,845
Total number of active participants reported on line 7a of the Form 55002015-01-018,150
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-012,694
Total of all active and inactive participants2015-01-0110,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110,868
Number of participants with account balances2015-01-0110,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,527
Total number of active participants reported on line 7a of the Form 55002014-01-017,283
Number of retired or separated participants receiving benefits2014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-011,543
Total of all active and inactive participants2014-01-018,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018,845
Number of participants with account balances2014-01-018,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,979
Total number of active participants reported on line 7a of the Form 55002013-01-013,483
Number of retired or separated participants receiving benefits2013-01-0117
Number of other retired or separated participants entitled to future benefits2013-01-011,027
Total of all active and inactive participants2013-01-014,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,527
Number of participants with account balances2013-01-014,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,213
Total number of active participants reported on line 7a of the Form 55002012-01-015,052
Number of retired or separated participants receiving benefits2012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-01910
Total of all active and inactive participants2012-01-015,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,979
Number of participants with account balances2012-01-014,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,240
Total number of active participants reported on line 7a of the Form 55002011-01-013,432
Number of retired or separated participants receiving benefits2011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-01753
Total of all active and inactive participants2011-01-014,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-014,204
Number of participants with account balances2011-01-014,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,190
Total number of active participants reported on line 7a of the Form 55002010-01-012,675
Number of retired or separated participants receiving benefits2010-01-0117
Number of other retired or separated participants entitled to future benefits2010-01-01548
Total of all active and inactive participants2010-01-013,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,240
Number of participants with account balances2010-01-013,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,189
Total number of active participants reported on line 7a of the Form 55002009-01-012,629
Number of retired or separated participants receiving benefits2009-01-0124
Number of other retired or separated participants entitled to future benefits2009-01-01530
Total of all active and inactive participants2009-01-013,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-013,190
Number of participants with account balances2009-01-013,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN

Measure Date Value
2017 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$558,466,348
Total income from all sources (including contributions)2017-12-31$116,249,102
Total of all expenses incurred2017-12-31$29,703,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,647,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$43,833,457
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$471,920,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,121
Total interest from all sources2017-12-31$4,555,724
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,894,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,894,310
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$27,993,082
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$5,617,810
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$279,868
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,128,250
Administrative expenses (other) incurred2017-12-31$56,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$86,545,803
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$471,920,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$319,053,912
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,223,715
Interest on participant loans2017-12-31$276,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,279,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$136,745,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$45,048,808
Net investment gain/loss from pooled separate accounts2017-12-31$17,916,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$13,712,125
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,647,178
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2017-12-31222027092
2016 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$72,424,689
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$17,334,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,287,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$48,356,200
Value of total assets at end of year2016-12-31$471,920,545
Value of total assets at beginning of year2016-12-31$416,830,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,564
Total interest from all sources2016-12-31$4,243,987
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,583,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,583,398
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$29,980,758
Participant contributions at end of year2016-12-31$5,617,810
Participant contributions at beginning of year2016-12-31$5,230,698
Assets. Other investments not covered elsewhere at end of year2016-12-31$279,868
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$238,528
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,626,000
Administrative expenses (other) incurred2016-12-31$47,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$55,090,040
Value of net assets at end of year (total assets less liabilities)2016-12-31$471,920,545
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$416,830,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$319,053,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$275,093,012
Value of interest in pooled separate accounts at end of year2016-12-31$10,223,715
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,055,755
Income. Interest from loans (other than to participants)2016-12-31$258,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,048,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,048,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,985,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$136,745,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$119,458,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,060,458
Net investment gain/loss from pooled separate accounts2016-12-31$1,180,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,749,442
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$5,705,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,287,085
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUMSMITH AND BROWN, PC
Accountancy firm EIN2016-12-31222027092
2015 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$80,472,735
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$47,902,294
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$20,078,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,573,527
Expenses. Certain deemed distributions of participant loans2015-12-31$1,141,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$43,231,553
Value of total assets at end of year2015-12-31$416,830,505
Value of total assets at beginning of year2015-12-31$308,533,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$362,512
Total interest from all sources2015-12-31$3,526,385
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,312,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,312,744
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$28,319,117
Participant contributions at end of year2015-12-31$5,230,698
Participant contributions at beginning of year2015-12-31$3,463,785
Assets. Other investments not covered elsewhere at end of year2015-12-31$238,528
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$231,899
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,759,157
Other income not declared elsewhere2015-12-31$264,228
Administrative expenses (other) incurred2015-12-31$362,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$27,824,258
Value of net assets at end of year (total assets less liabilities)2015-12-31$416,830,505
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$308,533,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$275,093,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$195,093,551
Value of interest in pooled separate accounts at end of year2015-12-31$9,055,755
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,773,754
Interest on participant loans2015-12-31$231,351
Interest earned on other investments2015-12-31$3,310,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,048,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,062,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,062,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-15,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$119,458,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$97,022,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,439,272
Net investment gain/loss from pooled separate accounts2015-12-31$6,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,153,279
Employer contributions (assets) at end of year2015-12-31$5,705,284
Employer contributions (assets) at beginning of year2015-12-31$885,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,573,527
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$49,071,416
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,711,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,087,486
Expenses. Certain deemed distributions of participant loans2014-12-31$446,359
Value of total corrective distributions2014-12-31$22,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,169,799
Value of total assets at end of year2014-12-31$308,533,512
Value of total assets at beginning of year2014-12-31$273,174,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$155,617
Total interest from all sources2014-12-31$2,954,824
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,250,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,250,203
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$22,235,436
Participant contributions at end of year2014-12-31$3,463,785
Participant contributions at beginning of year2014-12-31$3,349,740
Assets. Other investments not covered elsewhere at end of year2014-12-31$231,899
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$205,196
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,115,839
Other income not declared elsewhere2014-12-31$341,436
Administrative expenses (other) incurred2014-12-31$155,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$35,359,475
Value of net assets at end of year (total assets less liabilities)2014-12-31$308,533,512
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$273,174,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$195,093,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$167,202,189
Value of interest in pooled separate accounts at end of year2014-12-31$9,773,754
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,507,094
Interest on participant loans2014-12-31$169,871
Interest earned on other investments2014-12-31$2,801,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,062,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-16,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$97,022,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$90,430,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,466,497
Net investment gain/loss from pooled separate accounts2014-12-31$888,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,818,524
Employer contributions (assets) at end of year2014-12-31$885,442
Employer contributions (assets) at beginning of year2014-12-31$479,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,087,486
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$59,228,228
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,738,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,397,409
Expenses. Certain deemed distributions of participant loans2013-12-31$274,762
Value of total corrective distributions2013-12-31$5,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,958,870
Value of total assets at end of year2013-12-31$273,174,037
Value of total assets at beginning of year2013-12-31$225,684,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,799
Total interest from all sources2013-12-31$2,729,095
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,910,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,910,646
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$14,936,700
Participant contributions at end of year2013-12-31$3,349,740
Participant contributions at beginning of year2013-12-31$2,824,082
Assets. Other investments not covered elsewhere at end of year2013-12-31$205,196
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$188,841
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,251,271
Other income not declared elsewhere2013-12-31$142,065
Administrative expenses (other) incurred2013-12-31$60,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$47,489,933
Value of net assets at end of year (total assets less liabilities)2013-12-31$273,174,037
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$225,684,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$167,202,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$125,269,704
Value of interest in pooled separate accounts at end of year2013-12-31$11,507,094
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,666,303
Interest on participant loans2013-12-31$146,248
Interest earned on other investments2013-12-31$2,582,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$90,430,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$86,247,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$31,468,762
Net investment gain/loss from pooled separate accounts2013-12-31$2,018,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,770,899
Employer contributions (assets) at end of year2013-12-31$479,000
Employer contributions (assets) at beginning of year2013-12-31$487,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,397,409
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$38,775,811
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,941,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,376,327
Expenses. Certain deemed distributions of participant loans2012-12-31$546,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$19,135,044
Value of total assets at end of year2012-12-31$225,684,104
Value of total assets at beginning of year2012-12-31$194,850,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,465
Total interest from all sources2012-12-31$2,569,456
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,977,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,977,576
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$13,528,236
Participant contributions at end of year2012-12-31$2,824,082
Participant contributions at beginning of year2012-12-31$2,834,970
Assets. Other investments not covered elsewhere at end of year2012-12-31$188,841
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$181,314
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$780,175
Other income not declared elsewhere2012-12-31$81,622
Administrative expenses (other) incurred2012-12-31$18,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$30,834,051
Value of net assets at end of year (total assets less liabilities)2012-12-31$225,684,104
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$194,850,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$125,269,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$102,609,570
Value of interest in pooled separate accounts at end of year2012-12-31$10,666,303
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,485,424
Interest on participant loans2012-12-31$137,707
Interest earned on other investments2012-12-31$2,431,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$86,247,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$78,472,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,345,810
Net investment gain/loss from pooled separate accounts2012-12-31$10,666,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,826,633
Employer contributions (assets) at end of year2012-12-31$487,811
Employer contributions (assets) at beginning of year2012-12-31$265,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,376,327
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BECHER, DELLA TORRE, GITTO & CO
Accountancy firm EIN2012-12-31222625944
2011 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$16,820,016
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,872,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,444,124
Expenses. Certain deemed distributions of participant loans2011-12-31$410,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,483,535
Value of total assets at end of year2011-12-31$194,850,053
Value of total assets at beginning of year2011-12-31$185,902,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,594
Total interest from all sources2011-12-31$2,417,943
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,509,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,509,077
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,665,914
Participant contributions at end of year2011-12-31$2,834,970
Participant contributions at beginning of year2011-12-31$2,511,165
Assets. Other investments not covered elsewhere at end of year2011-12-31$181,314
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$449,601
Other income not declared elsewhere2011-12-31$4,233
Administrative expenses (other) incurred2011-12-31$17,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,947,438
Value of net assets at end of year (total assets less liabilities)2011-12-31$194,850,053
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$185,902,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$102,609,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$99,699,447
Value of interest in pooled separate accounts at end of year2011-12-31$10,485,424
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,333,746
Interest on participant loans2011-12-31$136,492
Interest earned on other investments2011-12-31$2,281,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$78,472,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$72,092,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,823,662
Net investment gain/loss from pooled separate accounts2011-12-31$2,228,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,368,020
Employer contributions (assets) at end of year2011-12-31$265,845
Employer contributions (assets) at beginning of year2011-12-31$265,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,444,124
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BECHER, DELLA TORRE, GITTO & CO
Accountancy firm EIN2011-12-31222625944
2010 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$31,635,790
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,495,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,999,235
Expenses. Certain deemed distributions of participant loans2010-12-31$480,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,607,817
Value of total assets at end of year2010-12-31$185,902,615
Value of total assets at beginning of year2010-12-31$163,762,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,762
Total interest from all sources2010-12-31$2,259,169
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,255,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$12,730,615
Participant contributions at end of year2010-12-31$2,511,165
Participant contributions at beginning of year2010-12-31$2,475,743
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$87,424
Other income not declared elsewhere2010-12-31$2,353
Administrative expenses (other) incurred2010-12-31$15,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$22,140,128
Value of net assets at end of year (total assets less liabilities)2010-12-31$185,902,615
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$163,762,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$99,699,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$81,139,130
Value of interest in pooled separate accounts at end of year2010-12-31$11,333,746
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,377,400
Interest on participant loans2010-12-31$143,114
Interest earned on other investments2010-12-31$2,116,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$72,092,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$68,770,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,553,966
Net investment gain/loss from pooled separate accounts2010-12-31$957,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,789,778
Employer contributions (assets) at end of year2010-12-31$265,845
Income. Dividends from preferred stock2010-12-31$1,255,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,999,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BECHER, DELLA TORRE, GITTO & CO
Accountancy firm EIN2010-12-31222625944
2009 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN

2017: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004481
Policy instance 1
Insurance contract or identification number004481
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $27,785
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees27785
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES

Potentially related plans

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