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STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 401k Plan overview

Plan NameSTAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN
Plan identification number 004

STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:STAMFORD HEALTH, INC.
Employer identification number (EIN):222476636
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01ELAINE GUGLIELMO
0042016-01-01ELAINE GUGLIELMO
0042015-01-01ELAINE GUGLIELMO
0042014-01-01DARRYL MCCORMICK
0042013-01-01DARRYL MCCORMICK
0042012-01-01DARRYL MCCORMICK
0042011-01-01DARRYL MCCORMICK
0042009-01-01DARRYL MCCORMICK

Plan Statistics for STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN

401k plan membership statisitcs for STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN

Measure Date Value
2023: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,527
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
2022: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,540
Total number of active participants reported on line 7a of the Form 55002022-01-01275
Number of retired or separated participants receiving benefits2022-01-01665
Number of other retired or separated participants entitled to future benefits2022-01-01529
Total of all active and inactive participants2022-01-011,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0158
Total participants2022-01-011,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-12-31289,026,558
Acturial value of plan assets2021-12-31274,277,101
Funding target for retired participants and beneficiaries receiving payment2021-12-31152,578,229
Number of terminated vested participants2021-12-31601
Fundng target for terminated vested participants2021-12-3142,687,318
Active participant vested funding target2021-12-3151,738,309
Number of active participants2021-12-31309
Total funding liabilities for active participants2021-12-3151,738,309
Total participant count2021-12-311,547
Total funding target for all participants2021-12-31247,003,856
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3159,563,061
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3162,761,597
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3115,000,000
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3115,000,000
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31510,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,545
Total number of active participants reported on line 7a of the Form 55002021-01-01286
Number of retired or separated participants receiving benefits2021-01-01641
Number of other retired or separated participants entitled to future benefits2021-01-01561
Total of all active and inactive participants2021-01-011,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0152
Total participants2021-01-011,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets2020-12-31205,466,183
Acturial value of plan assets2020-12-31200,669,413
Funding target for retired participants and beneficiaries receiving payment2020-12-31138,909,154
Number of terminated vested participants2020-12-31628
Fundng target for terminated vested participants2020-12-3142,874,113
Active participant vested funding target2020-12-3155,595,604
Number of active participants2020-12-31334
Total funding liabilities for active participants2020-12-3155,595,604
Total participant count2020-12-311,552
Total funding target for all participants2020-12-31237,378,871
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31184
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31194
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3175,308,112
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3169,465,993
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,471,000
Net shortfall amortization installment of oustanding balance2020-12-3136,709,458
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-319,902,932
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-319,902,932
Contributions allocatedtoward minimum required contributions for current year2020-12-3169,465,993
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,550
Total number of active participants reported on line 7a of the Form 55002020-01-01309
Number of retired or separated participants receiving benefits2020-01-01607
Number of other retired or separated participants entitled to future benefits2020-01-01592
Total of all active and inactive participants2020-01-011,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0137
Total participants2020-01-011,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets2019-12-31177,734,292
Acturial value of plan assets2019-12-31187,420,786
Funding target for retired participants and beneficiaries receiving payment2019-12-31127,601,098
Number of terminated vested participants2019-12-31634
Fundng target for terminated vested participants2019-12-3143,400,328
Active participant vested funding target2019-12-3162,029,324
Number of active participants2019-12-31388
Total funding liabilities for active participants2019-12-3162,029,324
Total participant count2019-12-311,571
Total funding target for all participants2019-12-31233,030,750
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3112,755,240
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3112,405,248
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,888,520
Net shortfall amortization installment of oustanding balance2019-12-3145,609,964
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3112,405,064
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3112,405,064
Contributions allocatedtoward minimum required contributions for current year2019-12-3112,405,248
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,571
Total number of active participants reported on line 7a of the Form 55002019-01-01334
Number of retired or separated participants receiving benefits2019-01-01564
Number of other retired or separated participants entitled to future benefits2019-01-01623
Total of all active and inactive participants2019-01-011,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0129
Total participants2019-01-011,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets2018-12-31192,932,541
Acturial value of plan assets2018-12-31187,486,204
Funding target for retired participants and beneficiaries receiving payment2018-12-31118,660,127
Number of terminated vested participants2018-12-31635
Fundng target for terminated vested participants2018-12-3140,172,528
Active participant vested funding target2018-12-3167,278,612
Number of active participants2018-12-31422
Total funding liabilities for active participants2018-12-3167,278,612
Total participant count2018-12-311,577
Total funding target for all participants2018-12-31226,111,267
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-316,826,924
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-316,613,799
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,027,119
Net shortfall amortization installment of oustanding balance2018-12-3138,625,063
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-316,613,795
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-316,613,795
Contributions allocatedtoward minimum required contributions for current year2018-12-316,613,799
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,577
Total number of active participants reported on line 7a of the Form 55002018-01-01388
Number of retired or separated participants receiving benefits2018-01-01520
Number of other retired or separated participants entitled to future benefits2018-01-01630
Total of all active and inactive participants2018-01-011,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0133
Total participants2018-01-011,571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets2017-12-31186,474,937
Acturial value of plan assets2017-12-31196,969,869
Funding target for retired participants and beneficiaries receiving payment2017-12-31117,683,414
Number of terminated vested participants2017-12-31645
Fundng target for terminated vested participants2017-12-3134,605,482
Active participant vested funding target2017-12-3165,578,731
Number of active participants2017-12-31453
Total funding liabilities for active participants2017-12-3165,800,854
Total participant count2017-12-311,993
Total funding target for all participants2017-12-31218,089,750
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-313,505,329
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-313,505,329
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-317,610,589
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-317,322,746
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,167,898
Net shortfall amortization installment of oustanding balance2017-12-3121,119,881
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-317,322,746
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-317,322,746
Contributions allocatedtoward minimum required contributions for current year2017-12-317,322,746
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,993
Total number of active participants reported on line 7a of the Form 55002017-01-01422
Number of retired or separated participants receiving benefits2017-01-01492
Number of other retired or separated participants entitled to future benefits2017-01-01633
Total of all active and inactive participants2017-01-011,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0130
Total participants2017-01-011,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-31191,530,920
Acturial value of plan assets2016-12-31201,203,736
Funding target for retired participants and beneficiaries receiving payment2016-12-31100,582,404
Number of terminated vested participants2016-12-31676
Fundng target for terminated vested participants2016-12-3136,041,048
Active participant vested funding target2016-12-3172,607,170
Number of active participants2016-12-31503
Total funding liabilities for active participants2016-12-3172,639,716
Total participant count2016-12-312,030
Total funding target for all participants2016-12-31209,263,168
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3112,143,396
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-318,632,801
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-313,510,595
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-313,505,329
Total employer contributions2016-12-314,601,247
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-314,365,251
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,312,622
Net shortfall amortization installment of oustanding balance2016-12-3111,564,761
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-317,870,580
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-313,505,329
Additional cash requirement2016-12-314,365,251
Contributions allocatedtoward minimum required contributions for current year2016-12-314,365,251
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,030
Total number of active participants reported on line 7a of the Form 55002016-01-01453
Number of retired or separated participants receiving benefits2016-01-01847
Number of other retired or separated participants entitled to future benefits2016-01-01642
Total of all active and inactive participants2016-01-011,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0151
Total participants2016-01-011,993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,051
Total number of active participants reported on line 7a of the Form 55002015-01-01503
Number of retired or separated participants receiving benefits2015-01-01802
Number of other retired or separated participants entitled to future benefits2015-01-01675
Total of all active and inactive participants2015-01-011,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0150
Total participants2015-01-012,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,063
Total number of active participants reported on line 7a of the Form 55002014-01-01553
Number of retired or separated participants receiving benefits2014-01-01784
Number of other retired or separated participants entitled to future benefits2014-01-01666
Total of all active and inactive participants2014-01-012,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0148
Total participants2014-01-012,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,164
Total number of active participants reported on line 7a of the Form 55002013-01-01597
Number of retired or separated participants receiving benefits2013-01-01747
Number of other retired or separated participants entitled to future benefits2013-01-01669
Total of all active and inactive participants2013-01-012,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0150
Total participants2013-01-012,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,637
Total number of active participants reported on line 7a of the Form 55002012-01-01635
Number of retired or separated participants receiving benefits2012-01-01716
Number of other retired or separated participants entitled to future benefits2012-01-01761
Total of all active and inactive participants2012-01-012,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0152
Total participants2012-01-012,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,643
Total number of active participants reported on line 7a of the Form 55002011-01-01683
Number of retired or separated participants receiving benefits2011-01-01678
Number of other retired or separated participants entitled to future benefits2011-01-011,226
Total of all active and inactive participants2011-01-012,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0150
Total participants2011-01-012,637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,683
Total number of active participants reported on line 7a of the Form 55002009-01-01768
Number of retired or separated participants receiving benefits2009-01-01617
Number of other retired or separated participants entitled to future benefits2009-01-011,227
Total of all active and inactive participants2009-01-012,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0150
Total participants2009-01-012,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN

Measure Date Value
2023 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$11,536,612
Total unrealized appreciation/depreciation of assets2023-12-31$11,536,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$826,883
Total income from all sources (including contributions)2023-12-31$14,264,260
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$277,574,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$240,544,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$504,127
Value of total assets at beginning of year2023-12-31$264,641,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$37,030,054
Total interest from all sources2023-12-31$2,727,648
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$23,944
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$908,786
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$2,830,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$18,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,447,872
Administrative expenses (other) incurred2023-12-31$36,197,107
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$826,883
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$63,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-263,310,268
Value of net assets at end of year (total assets less liabilities)2023-12-31$504,127
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$263,814,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$7,712,587
Investment advisory and management fees2023-12-31$832,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$461,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$282,605
Income. Interest from corporate debt instruments2023-12-31$2,727,648
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$5,272,770
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$193,888,000
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$21,374,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$43,825,724
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$12,988,528
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$214,589,712
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2023-12-31346565596
2022 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,576,607
Total unrealized appreciation/depreciation of assets2022-12-31$-7,576,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$826,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,125,000
Total income from all sources (including contributions)2022-12-31$-14,177,621
Total loss/gain on sale of assets2022-12-31$-2,903,893
Total of all expenses incurred2022-12-31$16,597,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,459,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$264,641,278
Value of total assets at beginning of year2022-12-31$295,714,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,137,655
Total interest from all sources2022-12-31$3,007,953
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,328,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,328,141
Administrative expenses professional fees incurred2022-12-31$1,105,232
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$908,786
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$325,595
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,447,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$44,149
Other income not declared elsewhere2022-12-31$1,767,857
Administrative expenses (other) incurred2022-12-31$878,631
Liabilities. Value of operating payables at end of year2022-12-31$826,883
Liabilities. Value of operating payables at beginning of year2022-12-31$1,125,000
Total non interest bearing cash at end of year2022-12-31$63,567
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,775,189
Value of net assets at end of year (total assets less liabilities)2022-12-31$263,814,395
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$294,589,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$7,712,587
Assets. partnership/joint venture interests at beginning of year2022-12-31$8,490,028
Investment advisory and management fees2022-12-31$153,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$282,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$249,255,589
Interest earned on other investments2022-12-31$4,563
Income. Interest from US Government securities2022-12-31$406,627
Income. Interest from corporate debt instruments2022-12-31$2,582,538
Value of interest in common/collective trusts at end of year2022-12-31$5,272,770
Value of interest in common/collective trusts at beginning of year2022-12-31$28,580,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$14,225
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$9,018,827
Asset value of US Government securities at end of year2022-12-31$21,374,851
Asset value of US Government securities at beginning of year2022-12-31$98
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,103,894
Net investment gain or loss from common/collective trusts2022-12-31$-1,697,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,459,913
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$12,988,528
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$214,589,712
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$147,925,397
Aggregate carrying amount (costs) on sale of assets2022-12-31$150,829,290
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$178,156
Total unrealized appreciation/depreciation of assets2021-12-31$178,156
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,125,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$80,583
Total income from all sources (including contributions)2021-12-31$19,382,160
Total loss/gain on sale of assets2021-12-31$-500,940
Total of all expenses incurred2021-12-31$16,290,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,113,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$295,714,584
Value of total assets at beginning of year2021-12-31$291,578,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,177,077
Total interest from all sources2021-12-31$-66
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,857,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,857,260
Administrative expenses professional fees incurred2021-12-31$650,333
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$325,595
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$15,532,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$44,149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$33,674
Other income not declared elsewhere2021-12-31$346,137
Administrative expenses (other) incurred2021-12-31$1,400,611
Liabilities. Value of operating payables at end of year2021-12-31$1,125,000
Liabilities. Value of operating payables at beginning of year2021-12-31$80,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,091,372
Value of net assets at end of year (total assets less liabilities)2021-12-31$294,589,584
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$291,498,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$8,490,028
Assets. partnership/joint venture interests at beginning of year2021-12-31$9,407,273
Investment advisory and management fees2021-12-31$126,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$249,255,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$175,936,165
Income. Interest from US Government securities2021-12-31$7
Value of interest in common/collective trusts at end of year2021-12-31$28,580,298
Value of interest in common/collective trusts at beginning of year2021-12-31$4,449,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-73
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$9,018,827
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$17,626,237
Asset value of US Government securities at end of year2021-12-31$98
Asset value of US Government securities at beginning of year2021-12-31$121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,317,443
Net investment gain or loss from common/collective trusts2021-12-31$40,214
Net gain/loss from 103.12 investment entities2021-12-31$143,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$68,593,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,113,711
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$15,738,388
Aggregate carrying amount (costs) on sale of assets2021-12-31$16,239,328
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,459,484
Total unrealized appreciation/depreciation of assets2020-12-31$2,459,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$80,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,500
Total income from all sources (including contributions)2020-12-31$100,771,562
Total loss/gain on sale of assets2020-12-31$-1,309,199
Total of all expenses incurred2020-12-31$15,017,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,360,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$75,308,112
Value of total assets at end of year2020-12-31$291,578,795
Value of total assets at beginning of year2020-12-31$205,773,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,656,848
Total interest from all sources2020-12-31$-520
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,198,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,994,521
Administrative expenses professional fees incurred2020-12-31$329,742
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$15,532,337
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$12,622,654
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$33,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$114,444
Other income not declared elsewhere2020-12-31$194,021
Administrative expenses (other) incurred2020-12-31$1,208,306
Liabilities. Value of operating payables at end of year2020-12-31$80,583
Liabilities. Value of operating payables at beginning of year2020-12-31$29,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$85,754,369
Value of net assets at end of year (total assets less liabilities)2020-12-31$291,498,212
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$205,743,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$9,407,273
Assets. partnership/joint venture interests at beginning of year2020-12-31$9,284,886
Investment advisory and management fees2020-12-31$118,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$175,936,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$143,690,858
Income. Interest from US Government securities2020-12-31$7
Value of interest in common/collective trusts at end of year2020-12-31$4,449,415
Value of interest in common/collective trusts at beginning of year2020-12-31$4,266,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-527
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$17,626,237
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$16,547,107
Asset value of US Government securities at end of year2020-12-31$121
Asset value of US Government securities at beginning of year2020-12-31$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,856,764
Net investment gain or loss from common/collective trusts2020-12-31$890,249
Net gain/loss from 103.12 investment entities2020-12-31$1,174,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$75,308,112
Employer contributions (assets) at end of year2020-12-31$68,593,569
Employer contributions (assets) at beginning of year2020-12-31$794,000
Income. Dividends from common stock2020-12-31$204,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,360,345
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$4
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$18,453,111
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$20,449,022
Aggregate carrying amount (costs) on sale of assets2020-12-31$21,758,221
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,735,052
Total unrealized appreciation/depreciation of assets2019-12-31$2,735,052
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,500
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$41,886,741
Total loss/gain on sale of assets2019-12-31$854,450
Total of all expenses incurred2019-12-31$14,154,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,377,538
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,755,240
Value of total assets at end of year2019-12-31$205,773,343
Value of total assets at beginning of year2019-12-31$178,041,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,777,236
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$-1,442
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,106,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,826,009
Administrative expenses professional fees incurred2019-12-31$279,017
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,622,654
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$27,190,540
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$220,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$114,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$153,889
Other income not declared elsewhere2019-12-31$97,224
Administrative expenses (other) incurred2019-12-31$942,807
Liabilities. Value of operating payables at end of year2019-12-31$29,500
Liabilities. Value of operating payables at beginning of year2019-12-31$29,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$27,731,967
Value of net assets at end of year (total assets less liabilities)2019-12-31$205,743,843
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$178,011,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$9,284,886
Assets. partnership/joint venture interests at beginning of year2019-12-31$9,600,328
Investment advisory and management fees2019-12-31$555,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$143,690,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$114,913,164
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$8
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$4,266,158
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$13,421,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$13,421,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-1,450
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$16,547,107
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$125
Asset value of US Government securities at beginning of year2019-12-31$130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,567,217
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$168,923
Net gain/loss from 103.12 investment entities2019-12-31$2,603,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,755,240
Employer contributions (assets) at end of year2019-12-31$794,000
Employer contributions (assets) at beginning of year2019-12-31$1,038,760
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$280,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,156,725
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$18,453,111
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$11,722,643
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,847,603
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,993,153
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-31,117,392
Total unrealized appreciation/depreciation of assets2018-12-31$-31,117,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$108,884
Total income from all sources (including contributions)2018-12-31$-1,657,758
Total loss/gain on sale of assets2018-12-31$19,923,711
Total of all expenses incurred2018-12-31$12,841,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,061,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,826,924
Value of total assets at end of year2018-12-31$178,041,376
Value of total assets at beginning of year2018-12-31$192,620,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,780,604
Total interest from all sources2018-12-31$1,230,420
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,243,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$185,957
Administrative expenses professional fees incurred2018-12-31$471,154
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$27,190,540
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$33,301,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$153,889
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$729,008
Other income not declared elsewhere2018-12-31$1,226,286
Administrative expenses (other) incurred2018-12-31$947,480
Liabilities. Value of operating payables at end of year2018-12-31$29,500
Liabilities. Value of operating payables at beginning of year2018-12-31$108,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,499,448
Value of net assets at end of year (total assets less liabilities)2018-12-31$178,011,876
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$192,511,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$9,600,328
Assets. partnership/joint venture interests at beginning of year2018-12-31$20,167,478
Investment advisory and management fees2018-12-31$361,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$114,913,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$104,292,070
Income. Interest from US Government securities2018-12-31$962,691
Income. Interest from corporate debt instruments2018-12-31$143,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$13,421,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,044,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,044,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$124,244
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$7,765,128
Asset value of US Government securities at end of year2018-12-31$130
Asset value of US Government securities at beginning of year2018-12-31$136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,270
Net gain/loss from 103.12 investment entities2018-12-31$-981,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,826,924
Employer contributions (assets) at end of year2018-12-31$1,038,760
Employer contributions (assets) at beginning of year2018-12-31$2,711,412
Income. Dividends from common stock2018-12-31$1,057,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,061,086
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$6,612
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$11,722,643
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$17,602,021
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$37,227,790
Aggregate carrying amount (costs) on sale of assets2018-12-31$17,304,079
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$13,675,473
Total unrealized appreciation/depreciation of assets2017-12-31$13,675,473
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$108,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$55,939
Total income from all sources (including contributions)2017-12-31$31,763,954
Total loss/gain on sale of assets2017-12-31$6,988,806
Total of all expenses incurred2017-12-31$25,675,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,369,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,610,589
Value of total assets at end of year2017-12-31$192,620,208
Value of total assets at beginning of year2017-12-31$186,478,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,306,219
Total interest from all sources2017-12-31$1,227,658
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$875,481
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$875,481
Administrative expenses professional fees incurred2017-12-31$489,684
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$33,301,718
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$41,953,893
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$11,205,404
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$729,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,405,260
Other income not declared elsewhere2017-12-31$-380,712
Administrative expenses (other) incurred2017-12-31$1,223,603
Liabilities. Value of operating payables at end of year2017-12-31$108,884
Liabilities. Value of operating payables at beginning of year2017-12-31$55,939
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$6,088,488
Value of net assets at end of year (total assets less liabilities)2017-12-31$192,511,324
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$186,422,836
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
Assets. partnership/joint venture interests at end of year2017-12-31$20,167,478
Assets. partnership/joint venture interests at beginning of year2017-12-31$24,223,077
Investment advisory and management fees2017-12-31$592,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$104,292,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$101,895,170
Income. Interest from US Government securities2017-12-31$979,106
Income. Interest from corporate debt instruments2017-12-31$100,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,044,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,225,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,225,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$148,190
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$7,765,128
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$6,167,791
Asset value of US Government securities at end of year2017-12-31$136
Asset value of US Government securities at beginning of year2017-12-31$453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$139,058
Net gain/loss from 103.12 investment entities2017-12-31$1,627,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$7,610,589
Employer contributions (assets) at end of year2017-12-31$2,711,412
Employer contributions (assets) at beginning of year2017-12-31$601,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,163,843
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$6,612
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$6,188
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$17,602,021
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$39,215,720
Aggregate carrying amount (costs) on sale of assets2017-12-31$32,226,914
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-9,204,112
Total unrealized appreciation/depreciation of assets2016-12-31$-9,204,112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$55,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$80,035
Total income from all sources (including contributions)2016-12-31$8,012,590
Total loss/gain on sale of assets2016-12-31$10,882,633
Total of all expenses incurred2016-12-31$13,040,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,015,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,618,206
Value of total assets at end of year2016-12-31$186,478,775
Value of total assets at beginning of year2016-12-31$191,530,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,025,526
Total interest from all sources2016-12-31$938,759
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$599,995
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$599,995
Administrative expenses professional fees incurred2016-12-31$298,783
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$41,953,893
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$66,036,785
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,405,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$86,576
Other income not declared elsewhere2016-12-31$29,598
Administrative expenses (other) incurred2016-12-31$1,150,758
Liabilities. Value of operating payables at end of year2016-12-31$55,939
Liabilities. Value of operating payables at beginning of year2016-12-31$80,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-5,028,049
Value of net assets at end of year (total assets less liabilities)2016-12-31$186,422,836
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$191,450,885
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
Assets. partnership/joint venture interests at end of year2016-12-31$24,223,077
Assets. partnership/joint venture interests at beginning of year2016-12-31$27,746,674
Investment advisory and management fees2016-12-31$575,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$101,895,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$87,490,009
Income. Interest from US Government securities2016-12-31$844,438
Income. Interest from corporate debt instruments2016-12-31$66,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,225,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,137,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,137,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$28,087
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$6,167,791
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$6,025,469
Asset value of US Government securities at end of year2016-12-31$453
Asset value of US Government securities at beginning of year2016-12-31$1,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-25,378
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$172,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$4,601,247
Employer contributions (assets) at end of year2016-12-31$601,247
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,015,113
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$6,188
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$6,178
Contract administrator fees2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$33,128,805
Aggregate carrying amount (costs) on sale of assets2016-12-31$22,246,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-12,360,469
Total unrealized appreciation/depreciation of assets2015-12-31$-12,360,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$80,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,077
Total income from all sources (including contributions)2015-12-31$-184,356
Total loss/gain on sale of assets2015-12-31$11,264,427
Total of all expenses incurred2015-12-31$11,548,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,479,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$220,813
Value of total assets at end of year2015-12-31$191,530,920
Value of total assets at beginning of year2015-12-31$203,198,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,069,903
Total interest from all sources2015-12-31$769,857
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$522,675
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$522,675
Administrative expenses professional fees incurred2015-12-31$268,474
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$66,036,785
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$59,984,455
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$220,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$86,576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,295,846
Other income not declared elsewhere2015-12-31$48,242
Administrative expenses (other) incurred2015-12-31$1,198,566
Liabilities. Value of operating payables at end of year2015-12-31$80,035
Liabilities. Value of operating payables at beginning of year2015-12-31$14,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,733,350
Value of net assets at end of year (total assets less liabilities)2015-12-31$191,450,885
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$203,184,235
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
Assets. partnership/joint venture interests at end of year2015-12-31$27,746,674
Assets. partnership/joint venture interests at beginning of year2015-12-31$30,215,469
Investment advisory and management fees2015-12-31$602,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$87,490,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$87,107,691
Income. Interest from US Government securities2015-12-31$751,843
Income. Interest from corporate debt instruments2015-12-31$368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,137,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,694,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,694,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$17,646
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$6,025,469
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$6,391,319
Asset value of US Government securities at end of year2015-12-31$1,490
Asset value of US Government securities at beginning of year2015-12-31$2,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-317,513
Net gain/loss from 103.12 investment entities2015-12-31$-332,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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 plan2015-12-31Yes
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$7,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,479,091
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$6,178
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$6,524
Contract administrator fees2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$30,974,393
Aggregate carrying amount (costs) on sale of assets2015-12-31$19,709,966
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 name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,185,149
Total unrealized appreciation/depreciation of assets2014-12-31$2,185,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$181,689
Total income from all sources (including contributions)2014-12-31$22,636,836
Total loss/gain on sale of assets2014-12-31$4,346,448
Total of all expenses incurred2014-12-31$10,673,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,937,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,500,000
Value of total assets at end of year2014-12-31$203,198,312
Value of total assets at beginning of year2014-12-31$191,402,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,735,920
Total interest from all sources2014-12-31$8,902
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,827,904
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$1,827,904
Administrative expenses professional fees incurred2014-12-31$405,102
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$59,984,455
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$57,207,250
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,295,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,414,448
Other income not declared elsewhere2014-12-31$112,227
Administrative expenses (other) incurred2014-12-31$775,835
Liabilities. Value of operating payables at end of year2014-12-31$14,077
Liabilities. Value of operating payables at beginning of year2014-12-31$181,689
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$11,963,719
Value of net assets at end of year (total assets less liabilities)2014-12-31$203,184,235
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$191,220,516
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
Assets. partnership/joint venture interests at end of year2014-12-31$30,215,469
Assets. partnership/joint venture interests at beginning of year2014-12-31$25,839,496
Investment advisory and management fees2014-12-31$554,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$87,107,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$79,440,073
Income. Interest from US Government securities2014-12-31$300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,694,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10,936,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10,936,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8,602
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$6,391,319
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$6,552,998
Asset value of US Government securities at end of year2014-12-31$2,963
Asset value of US Government securities at beginning of year2014-12-31$5,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,752,231
Net gain/loss from 103.12 investment entities2014-12-31$-96,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$12,500,000
Employer contributions (assets) at end of year2014-12-31$7,500,000
Employer contributions (assets) at beginning of year2014-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,937,197
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$6,524
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$6,187
Contract administrator fees2014-12-31$0
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 appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$30,454,853
Aggregate carrying amount (costs) on sale of assets2014-12-31$26,108,405
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 name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$8,020,256
Total unrealized appreciation/depreciation of assets2013-12-31$8,020,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$181,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$330,746
Total income from all sources (including contributions)2013-12-31$35,949,294
Total loss/gain on sale of assets2013-12-31$3,545,841
Total of all expenses incurred2013-12-31$16,845,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,538,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,000,000
Value of total assets at end of year2013-12-31$191,402,205
Value of total assets at beginning of year2013-12-31$172,447,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,307,386
Total interest from all sources2013-12-31$10,264
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$510,631
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$510,631
Administrative expenses professional fees incurred2013-12-31$1,351,797
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$57,207,250
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$43,817,327
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,414,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,173,400
Other income not declared elsewhere2013-12-31$63,630
Administrative expenses (other) incurred2013-12-31$520,265
Liabilities. Value of operating payables at end of year2013-12-31$181,689
Liabilities. Value of operating payables at beginning of year2013-12-31$330,746
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$19,103,478
Value of net assets at end of year (total assets less liabilities)2013-12-31$191,220,516
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$172,117,038
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
Assets. partnership/joint venture interests at end of year2013-12-31$25,839,496
Assets. partnership/joint venture interests at beginning of year2013-12-31$18,342,871
Investment advisory and management fees2013-12-31$435,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$79,440,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$92,047,436
Income. Interest from US Government securities2013-12-31$461
Income. Interest from corporate debt instruments2013-12-31$368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10,936,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,050,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,050,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9,435
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$6,552,998
Asset value of US Government securities at end of year2013-12-31$5,334
Asset value of US Government securities at beginning of year2013-12-31$10,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,355,681
Net gain/loss from 103.12 investment entities2013-12-31$3,442,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$15,000,000
Employer contributions (assets) at end of year2013-12-31$10,000,000
Employer contributions (assets) at beginning of year2013-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,538,430
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$6,187
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$6,362
Contract administrator fees2013-12-31$0
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 appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$10,124,061
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,578,220
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 name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,238,693
Total unrealized appreciation/depreciation of assets2012-12-31$2,238,693
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$330,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,785
Total income from all sources (including contributions)2012-12-31$28,278,238
Total loss/gain on sale of assets2012-12-31$4,161,809
Total of all expenses incurred2012-12-31$30,724,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,068,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,750,000
Value of total assets at end of year2012-12-31$172,447,784
Value of total assets at beginning of year2012-12-31$174,598,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,655,933
Total interest from all sources2012-12-31$34,038
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$450,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$781,187
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$43,817,327
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$40,388,874
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,173,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,103,055
Other income not declared elsewhere2012-12-31$44,325
Administrative expenses (other) incurred2012-12-31$466,178
Liabilities. Value of operating payables at end of year2012-12-31$330,746
Liabilities. Value of operating payables at beginning of year2012-12-31$34,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,446,666
Value of net assets at end of year (total assets less liabilities)2012-12-31$172,117,038
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$174,563,704
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
Assets. partnership/joint venture interests at end of year2012-12-31$18,342,871
Assets. partnership/joint venture interests at beginning of year2012-12-31$16,883,548
Investment advisory and management fees2012-12-31$408,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$92,047,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$84,420,889
Income. Interest from US Government securities2012-12-31$768
Income. Interest from corporate debt instruments2012-12-31$453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,050,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,972,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,972,736
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$32,817
Asset value of US Government securities at end of year2012-12-31$10,106
Asset value of US Government securities at beginning of year2012-12-31$16,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,598,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$13,750,000
Employer contributions (assets) at end of year2012-12-31$10,000,000
Employer contributions (assets) at beginning of year2012-12-31$14,800,000
Income. Dividends from common stock2012-12-31$450,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,068,971
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$6,362
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$13,383
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 appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$10,570,097
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,408,288
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,371,976
Total unrealized appreciation/depreciation of assets2011-12-31$-1,371,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$34,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,001
Total income from all sources (including contributions)2011-12-31$25,508,440
Total loss/gain on sale of assets2011-12-31$765,592
Total of all expenses incurred2011-12-31$7,775,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,789,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$25,250,000
Value of total assets at end of year2011-12-31$174,598,489
Value of total assets at beginning of year2011-12-31$156,845,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$985,480
Total interest from all sources2011-12-31$44,939
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$281,422
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$40,388,874
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$42,228,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,103,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$81,508
Other income not declared elsewhere2011-12-31$63,396
Administrative expenses (other) incurred2011-12-31$326,674
Liabilities. Value of operating payables at end of year2011-12-31$34,785
Liabilities. Value of operating payables at beginning of year2011-12-31$15,001
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$17,733,160
Value of net assets at end of year (total assets less liabilities)2011-12-31$174,563,704
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$156,830,544
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
Assets. partnership/joint venture interests at end of year2011-12-31$16,883,548
Assets. partnership/joint venture interests at beginning of year2011-12-31$17,405,021
Investment advisory and management fees2011-12-31$377,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$84,420,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$71,162,636
Income. Interest from US Government securities2011-12-31$7,176
Income. Interest from corporate debt instruments2011-12-31$1,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,972,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$14,662,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$14,662,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$36,717
Asset value of US Government securities at end of year2011-12-31$16,004
Asset value of US Government securities at beginning of year2011-12-31$24,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$756,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$25,250,000
Employer contributions (assets) at end of year2011-12-31$14,800,000
Employer contributions (assets) at beginning of year2011-12-31$11,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,789,800
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$13,383
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$30,390
Contract administrator fees2011-12-31$0
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$790,898
Aggregate carrying amount (costs) on sale of assets2011-12-31$25,306
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 name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,221,085
Total unrealized appreciation/depreciation of assets2010-12-31$5,221,085
Total transfer of assets from this plan2010-12-31$326,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$107,171
Total income from all sources (including contributions)2010-12-31$26,038,500
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,315,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,694,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,000,000
Value of total assets at end of year2010-12-31$156,845,545
Value of total assets at beginning of year2010-12-31$137,541,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$621,113
Total interest from all sources2010-12-31$1,416,506
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$318,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$243,375
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$42,228,165
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$41,177,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$81,508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$83,793
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$112,095
Liabilities. Value of operating payables at end of year2010-12-31$15,001
Liabilities. Value of operating payables at beginning of year2010-12-31$107,171
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$19,723,373
Value of net assets at end of year (total assets less liabilities)2010-12-31$156,830,544
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$137,434,035
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
Assets. partnership/joint venture interests at end of year2010-12-31$17,405,021
Assets. partnership/joint venture interests at beginning of year2010-12-31$15,745,310
Investment advisory and management fees2010-12-31$265,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$71,162,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$65,473,358
Interest earned on other investments2010-12-31$23,721
Income. Interest from US Government securities2010-12-31$939,542
Income. Interest from corporate debt instruments2010-12-31$425,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$14,662,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,443,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,443,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$28,008
Asset value of US Government securities at end of year2010-12-31$24,840
Asset value of US Government securities at beginning of year2010-12-31$37,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,082,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$15,000,000
Employer contributions (assets) at end of year2010-12-31$11,250,000
Employer contributions (assets) at beginning of year2010-12-31$9,525,001
Income. Dividends from common stock2010-12-31$318,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,694,014
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$30,390
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$55,973
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 appraiser2010-12-31Yes
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 name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596
2009 : STAMFORD HEALTH SYSTEM RETIREMENT INCOME 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 STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN

2023: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STAMFORD HEALTH SYSTEM RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STAMFORD HEALTH SYSTEM RETIREMENT INCOME 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STAMFORD HEALTH SYSTEM RETIREMENT INCOME 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STAMFORD HEALTH SYSTEM RETIREMENT INCOME 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STAMFORD HEALTH SYSTEM RETIREMENT INCOME 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STAMFORD HEALTH SYSTEM RETIREMENT INCOME 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STAMFORD HEALTH SYSTEM RETIREMENT INCOME 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STAMFORD HEALTH SYSTEM RETIREMENT INCOME 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

OM FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69434 )
Policy contract number6013
Policy instance 1
Insurance contract or identification number6013
Number of Individuals Covered70
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
F&G LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 36274 )
Policy contract number7013
Policy instance 2
Insurance contract or identification number7013
Number of Individuals Covered999
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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