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LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 401k Plan overview

Plan NameLANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN
Plan identification number 003

LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LANDMARK MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:LANDMARK MEDICAL CENTER
Employer identification number (EIN):222921474
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about LANDMARK MEDICAL CENTER

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date:
Company Identification Number: 000063167

More information about LANDMARK MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01
0032015-01-01
0032014-01-01JONATHAN N. SAVAGE
0032013-01-01JONATHAN N. SAVAGE
0032012-01-01RICHARD CHAREST
0032011-01-01RICHARD CHAREST
0032009-01-01RICHARD CHAREST
0032009-01-01RICHARD CHAREST

Plan Statistics for LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN

401k plan membership statisitcs for LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN

Measure Date Value
2015: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01216
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0152
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0152
Number of participants with account balances2015-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01565
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01216
Total of all active and inactive participants2014-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01216
Number of participants with account balances2014-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01967
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01565
Total of all active and inactive participants2013-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01565
Number of participants with account balances2013-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01980
Total number of active participants reported on line 7a of the Form 55002012-01-01767
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01200
Total of all active and inactive participants2012-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01967
Number of participants with account balances2012-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01844
Total number of active participants reported on line 7a of the Form 55002011-01-01780
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01197
Total of all active and inactive participants2011-01-01978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01978
Number of participants with account balances2011-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01719
Total number of active participants reported on line 7a of the Form 55002009-01-01701
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01130
Total of all active and inactive participants2009-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01833
Number of participants with account balances2009-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN

Measure Date Value
2015 : LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$58,133
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,390,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,389,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$610,587
Value of total assets at beginning of year2015-12-31$1,943,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,080
Total interest from all sources2015-12-31$4,362
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,594
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,332,804
Value of net assets at end of year (total assets less liabilities)2015-12-31$610,587
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,943,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$585,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,724,806
Interest earned on other investments2015-12-31$4,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$25,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$218,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$45,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,389,857
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31YKSM, LTD.
Accountancy firm EIN2015-12-31050514919
2014 : LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$128,142
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,889,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,883,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$33,608
Value of total assets at end of year2014-12-31$1,943,391
Value of total assets at beginning of year2014-12-31$14,704,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,465
Total interest from all sources2014-12-31$14,989
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$24,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$24,866
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$33,608
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$204,526
Administrative expenses (other) incurred2014-12-31$590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-12,761,384
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,943,391
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,704,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,724,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,812,006
Interest on participant loans2014-12-31$-157
Interest earned on other investments2014-12-31$15,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$218,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,688,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$54,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,883,061
Contract administrator fees2014-12-31$5,875
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31YKSM, LTD.
Accountancy firm EIN2014-12-31050514919
2013 : LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,742,220
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,677,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,623,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,089,613
Value of total assets at end of year2013-12-31$14,704,775
Value of total assets at beginning of year2013-12-31$12,639,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,264
Total interest from all sources2013-12-31$57,197
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$100,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$100,244
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,070,617
Participant contributions at end of year2013-12-31$204,526
Participant contributions at beginning of year2013-12-31$215,136
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,996
Other income not declared elsewhere2013-12-31$38,576
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$2,065,191
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,704,775
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,639,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,812,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,844,417
Interest on participant loans2013-12-31$9,358
Interest earned on other investments2013-12-31$47,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,688,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,580,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,456,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,623,765
Contract administrator fees2013-12-31$53,264
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2013-12-31050409384
2012 : LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,440,752
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,147,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,115,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,047,113
Value of total assets at end of year2012-12-31$12,639,584
Value of total assets at beginning of year2012-12-31$11,346,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,441
Total interest from all sources2012-12-31$53,830
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$131,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$131,007
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
Contributions received from participants2012-12-31$1,042,109
Participant contributions at end of year2012-12-31$215,136
Participant contributions at beginning of year2012-12-31$164,471
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,004
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$1,293,196
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,639,584
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,346,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,844,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,573,947
Interest on participant loans2012-12-31$7,424
Interest earned on other investments2012-12-31$46,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,580,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,607,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,208,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,115,115
Contract administrator fees2012-12-31$32,441
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2012-12-31050409384
2011 : LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$861,482
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$830,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$791,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,144,310
Value of total assets at end of year2011-12-31$11,346,388
Value of total assets at beginning of year2011-12-31$11,315,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,495
Total interest from all sources2011-12-31$53,005
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$119,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$119,711
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
Contributions received from participants2011-12-31$1,144,310
Participant contributions at end of year2011-12-31$164,471
Participant contributions at beginning of year2011-12-31$136,307
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$30,937
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,346,388
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,315,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,573,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,632,075
Interest on participant loans2011-12-31$5,789
Interest earned on other investments2011-12-31$47,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,607,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,547,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-455,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$791,050
Contract administrator fees2011-12-31$39,495
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2011-12-31050409384
2010 : LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,285,207
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$968,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$948,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,149,648
Value of total assets at end of year2010-12-31$11,315,451
Value of total assets at beginning of year2010-12-31$9,998,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,683
Total interest from all sources2010-12-31$46,748
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$102,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$102,110
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
Contributions received from participants2010-12-31$1,114,821
Participant contributions at end of year2010-12-31$136,307
Participant contributions at beginning of year2010-12-31$104,853
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$34,765
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$1,316,983
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,315,451
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,998,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,632,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,622,648
Interest on participant loans2010-12-31$4,426
Interest earned on other investments2010-12-31$42,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,547,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,270,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$986,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$62
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$948,541
Contract administrator fees2010-12-31$19,683
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN2010-12-31050409384
2009 : LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY 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 LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN

2015: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LANDMARK MEDICAL CENTER TAX SHELTER ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006804
Policy instance 1
Insurance contract or identification number006804
Number of Individuals Covered52
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006804
Policy instance 1
Insurance contract or identification number006804
Number of Individuals Covered216
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006804
Policy instance 1
Insurance contract or identification number006804
Number of Individuals Covered565
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006804
Policy instance 1
Insurance contract or identification number006804
Number of Individuals Covered523
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006804
Policy instance 1
Insurance contract or identification number006804
Number of Individuals Covered516
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006804
Policy instance 1
Insurance contract or identification number006804
Number of Individuals Covered488
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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 planNo
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?Yes
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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