WELLSPAN HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES
| Measure | Date | Value |
|---|
| 2023 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
| Total transfer of assets to this plan | 2023-06-30 | $665,506 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $33,006 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total income from all sources (including contributions) | 2023-06-30 | $9,544,684 |
| Total loss/gain on sale of assets | 2023-06-30 | $0 |
| Total of all expenses incurred | 2023-06-30 | $7,076,332 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $7,076,332 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $0 |
| Value of total assets at end of year | 2023-06-30 | $210,377,003 |
| Value of total assets at beginning of year | 2023-06-30 | $207,210,139 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $0 |
| Total interest from all sources | 2023-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Liabilities. Value of operating payables at end of year | 2023-06-30 | $33,006 |
| Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $2,468,352 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $210,343,997 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $207,210,139 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Value of interest in master investment trust accounts at end of year | 2023-06-30 | $210,377,003 |
| Value of interest in master investment trust accounts at beginning of year | 2023-06-30 | $207,210,139 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $7,076,332 |
| Did the plan have assets held for investment | 2023-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | STAMBAUGH NESS, INC. |
| Accountancy firm EIN | 2023-06-30 | 232846715 |
| 2022 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-07-01 | $0 |
| Total transfer of assets to this plan | 2022-07-01 | $665,506 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $33,006 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total income from all sources (including contributions) | 2022-07-01 | $9,544,684 |
| Total loss/gain on sale of assets | 2022-07-01 | $0 |
| Total of all expenses incurred | 2022-07-01 | $7,076,332 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $7,076,332 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $0 |
| Value of total assets at end of year | 2022-07-01 | $210,377,003 |
| Value of total assets at beginning of year | 2022-07-01 | $207,210,139 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $0 |
| Total interest from all sources | 2022-07-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Liabilities. Value of operating payables at end of year | 2022-07-01 | $33,006 |
| Liabilities. Value of operating payables at beginning of year | 2022-07-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Value of net income/loss | 2022-07-01 | $2,468,352 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $210,343,997 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $207,210,139 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Value of interest in master investment trust accounts at end of year | 2022-07-01 | $210,377,003 |
| Value of interest in master investment trust accounts at beginning of year | 2022-07-01 | $207,210,139 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $7,076,332 |
| Did the plan have assets held for investment | 2022-07-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 1 |
| Accountancy firm name | 2022-07-01 | STAMBAUGH NESS, INC. |
| Accountancy firm EIN | 2022-07-01 | 232846715 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $4,508 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $4,508 |
| Total transfer of assets to this plan | 2022-06-30 | $781,439 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total income from all sources (including contributions) | 2022-06-30 | $-44,798,640 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $6,296,852 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $6,296,852 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $0 |
| Value of total assets at end of year | 2022-06-30 | $207,210,139 |
| Value of total assets at beginning of year | 2022-06-30 | $257,524,192 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $0 |
| Total interest from all sources | 2022-06-30 | $7,051 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-51,095,492 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $207,210,139 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $257,524,192 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Interest earned on other investments | 2022-06-30 | $7,051 |
| Value of interest in master investment trust accounts at end of year | 2022-06-30 | $207,210,139 |
| Value of interest in master investment trust accounts at beginning of year | 2022-06-30 | $255,920,605 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $1,603,587 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $6,296,852 |
| Did the plan have assets held for investment | 2022-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | STAMBAUGH NESS, INC. |
| Accountancy firm EIN | 2022-06-30 | 232846715 |
| 2021 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $30,139 |
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $30,139 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total income from all sources (including contributions) | 2021-06-30 | $38,492,924 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $6,861,972 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $5,576,843 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $1,335,213 |
| Value of total assets at end of year | 2021-06-30 | $257,524,192 |
| Value of total assets at beginning of year | 2021-06-30 | $225,893,240 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $1,285,129 |
| Total interest from all sources | 2021-06-30 | $26,625 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Administrative expenses professional fees incurred | 2021-06-30 | $116,052 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $1,335,213 |
| Administrative expenses (other) incurred | 2021-06-30 | $1,169,077 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $31,630,952 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $257,524,192 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $225,893,240 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Interest earned on other investments | 2021-06-30 | $26,625 |
| Value of interest in master investment trust accounts at end of year | 2021-06-30 | $255,920,605 |
| Value of interest in master investment trust accounts at beginning of year | 2021-06-30 | $220,631,946 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $1,603,587 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $1,661,294 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Employer contributions (assets) at end of year | 2021-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $3,600,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $5,576,843 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | SMITH ELLIOTT KEARNS & COMPANY LLC |
| Accountancy firm EIN | 2021-06-30 | 520783935 |
| 2020 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total income from all sources (including contributions) | 2020-06-30 | $27,952,526 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $5,347,758 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $4,984,967 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $7,238,359 |
| Value of total assets at end of year | 2020-06-30 | $225,893,240 |
| Value of total assets at beginning of year | 2020-06-30 | $203,288,472 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $362,791 |
| Total interest from all sources | 2020-06-30 | $27,533 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $-1,624 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Administrative expenses professional fees incurred | 2020-06-30 | $333,167 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $38,359 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $14,820 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $22,604,768 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $225,893,240 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $203,288,472 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Assets. partnership/joint venture interests at beginning of year | 2020-06-30 | $0 |
| Investment advisory and management fees | 2020-06-30 | $29,624 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $26,474 |
| Interest earned on other investments | 2020-06-30 | $27,533 |
| Value of interest in master investment trust accounts at end of year | 2020-06-30 | $220,631,946 |
| Value of interest in master investment trust accounts at beginning of year | 2020-06-30 | $185,419,496 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $66,077 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $66,077 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $1,661,294 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $1,061,605 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $7,200,000 |
| Employer contributions (assets) at end of year | 2020-06-30 | $3,600,000 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $16,700,000 |
| Income. Dividends from common stock | 2020-06-30 | $-1,624 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $4,984,967 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-06-30 | $0 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | SMITH ELLIOTT KEARNS & CO. LLC |
| Accountancy firm EIN | 2020-06-30 | 520783935 |
| 2019 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total income from all sources (including contributions) | 2019-06-30 | $32,461,507 |
| Total loss/gain on sale of assets | 2019-06-30 | $8,404,724 |
| Total of all expenses incurred | 2019-06-30 | $20,004,796 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $19,373,111 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $21,406,904 |
| Value of total assets at end of year | 2019-06-30 | $203,288,472 |
| Value of total assets at beginning of year | 2019-06-30 | $190,831,761 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $631,685 |
| Total interest from all sources | 2019-06-30 | $1,904,082 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $1,565,262 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $1,565,262 |
| Administrative expenses professional fees incurred | 2019-06-30 | $349,930 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $1,106,904 |
| Assets. Other investments not covered elsewhere at end of year | 2019-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $14,820 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $13,839 |
| Other income not declared elsewhere | 2019-06-30 | $-1,440,802 |
| Administrative expenses (other) incurred | 2019-06-30 | $281,755 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $12,456,711 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $203,288,472 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $190,831,761 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2019-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $26,474 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $97,762,365 |
| Value of interest in master investment trust accounts at end of year | 2019-06-30 | $185,419,496 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $66,077 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $12,690,420 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $12,690,420 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $1,904,082 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $1,061,605 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $992,695 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $14,753,799 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $621,337 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $20,300,000 |
| Employer contributions (assets) at end of year | 2019-06-30 | $16,700,000 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $12,740,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $4,619,312 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-06-30 | $66,632,442 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Aggregate proceeds on sale of assets | 2019-06-30 | $233,506,309 |
| Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $225,101,585 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | SMITH ELLIOTT KEARNS & CO. LLC |
| Accountancy firm EIN | 2019-06-30 | 520783935 |
| 2018 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total income from all sources (including contributions) | 2018-06-30 | $27,294,654 |
| Total loss/gain on sale of assets | 2018-06-30 | $1,963,080 |
| Total of all expenses incurred | 2018-06-30 | $22,053,129 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $21,400,773 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $19,938,217 |
| Value of total assets at end of year | 2018-06-30 | $190,831,761 |
| Value of total assets at beginning of year | 2018-06-30 | $185,590,236 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $652,356 |
| Total interest from all sources | 2018-06-30 | $155,690 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $3,201,130 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $3,201,130 |
| Administrative expenses professional fees incurred | 2018-06-30 | $388,782 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $3,598,217 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $13,839 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $102,499 |
| Other income not declared elsewhere | 2018-06-30 | $-142,626 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $5,241,525 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $190,831,761 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $185,590,236 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $263,574 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $97,762,365 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $98,820,764 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $12,690,420 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $8,173,163 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $8,173,163 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $155,690 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $992,695 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $1,734,142 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $15,094,148 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $2,179,163 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $16,340,000 |
| Employer contributions (assets) at end of year | 2018-06-30 | $12,740,000 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $18,150,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $6,306,625 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-06-30 | $66,632,442 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-06-30 | $58,609,668 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Aggregate proceeds on sale of assets | 2018-06-30 | $52,800,489 |
| Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $50,837,409 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | SMITH ELLIOTT KEARNS & CO. LLC |
| Accountancy firm EIN | 2018-06-30 | 520783935 |
| 2017 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total income from all sources (including contributions) | 2017-06-30 | $30,165,755 |
| Total loss/gain on sale of assets | 2017-06-30 | $6,463,829 |
| Total of all expenses incurred | 2017-06-30 | $19,261,105 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $18,282,914 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $18,150,000 |
| Value of total assets at end of year | 2017-06-30 | $185,590,236 |
| Value of total assets at beginning of year | 2017-06-30 | $174,685,586 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $978,191 |
| Total interest from all sources | 2017-06-30 | $54,134 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $2,450,056 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $2,450,056 |
| Administrative expenses professional fees incurred | 2017-06-30 | $740,995 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $102,499 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $86,012 |
| Other income not declared elsewhere | 2017-06-30 | $534,884 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $10,904,650 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $185,590,236 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $174,685,586 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $237,196 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $98,820,764 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $75,595,514 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $8,173,163 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $16,971,381 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $16,971,381 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $54,134 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $1,734,142 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $1,176,066 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $2,512,852 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $18,150,000 |
| Employer contributions (assets) at end of year | 2017-06-30 | $18,150,000 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $23,094,955 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $18,282,914 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-06-30 | $58,609,668 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-06-30 | $57,761,658 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $80,744,890 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $74,281,061 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | SMITH ELLIOTT KEARNS & CO LLC |
| Accountancy firm EIN | 2017-06-30 | 520783935 |
| 2016 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total income from all sources (including contributions) | 2016-06-30 | $40,401,444 |
| Total loss/gain on sale of assets | 2016-06-30 | $930,461 |
| Total of all expenses incurred | 2016-06-30 | $6,629,238 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $5,496,544 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $37,494,955 |
| Value of total assets at end of year | 2016-06-30 | $174,685,586 |
| Value of total assets at beginning of year | 2016-06-30 | $140,913,380 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $1,132,694 |
| Total interest from all sources | 2016-06-30 | $6,074 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Administrative expenses professional fees incurred | 2016-06-30 | $103,660 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-06-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-06-30 | $11,115,594 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $86,012 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $58,457 |
| Other income not declared elsewhere | 2016-06-30 | $-79,437 |
| Administrative expenses (other) incurred | 2016-06-30 | $782,277 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $33,772,206 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $174,685,586 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $140,913,380 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2016-06-30 | $57,761,658 |
| Investment advisory and management fees | 2016-06-30 | $246,757 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $75,595,514 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $119,342,214 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $16,971,381 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $9,112,631 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $9,112,631 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $6,074 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $1,176,066 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $1,284,484 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $2,049,391 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $37,494,955 |
| Employer contributions (assets) at end of year | 2016-06-30 | $23,094,955 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $0 |
| Income. Dividends from common stock | 2016-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $5,496,544 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Aggregate proceeds on sale of assets | 2016-06-30 | $22,010,184 |
| Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $21,079,723 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | SMITH ELLIOTT KEARNS & CO LLC |
| Accountancy firm EIN | 2016-06-30 | 520783935 |
| 2015 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $-4,931,287 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $-4,931,287 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total income from all sources (including contributions) | 2015-06-30 | $5,117,833 |
| Total loss/gain on sale of assets | 2015-06-30 | $2,003,358 |
| Total of all expenses incurred | 2015-06-30 | $5,675,279 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $4,931,999 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $3,600,000 |
| Value of total assets at end of year | 2015-06-30 | $140,913,380 |
| Value of total assets at beginning of year | 2015-06-30 | $141,470,826 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $743,280 |
| Total interest from all sources | 2015-06-30 | $914 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Administrative expenses professional fees incurred | 2015-06-30 | $127,806 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-06-30 | $11,115,594 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-06-30 | $3,314,317 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $58,457 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $21,321 |
| Other income not declared elsewhere | 2015-06-30 | $2,293,866 |
| Administrative expenses (other) incurred | 2015-06-30 | $359,219 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $-557,446 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $140,913,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $141,470,826 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $256,255 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $119,342,214 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $112,306,753 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $9,112,631 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $10,569,500 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $10,569,500 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $914 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $1,284,484 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $708,935 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $2,150,982 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $3,600,000 |
| Employer contributions (assets) at end of year | 2015-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $14,550,000 |
| Income. Dividends from common stock | 2015-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $4,931,999 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Aggregate proceeds on sale of assets | 2015-06-30 | $92,413,508 |
| Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $90,410,150 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | SMITH ELLIOTT KEARNS & CO LLC |
| Accountancy firm EIN | 2015-06-30 | 520783935 |
| 2014 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $8,099,096 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $8,099,096 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total income from all sources (including contributions) | 2014-06-30 | $38,891,180 |
| Total loss/gain on sale of assets | 2014-06-30 | $1,452,979 |
| Total of all expenses incurred | 2014-06-30 | $5,129,199 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $4,323,442 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $25,750,000 |
| Value of total assets at end of year | 2014-06-30 | $141,470,826 |
| Value of total assets at beginning of year | 2014-06-30 | $107,708,845 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $805,757 |
| Total interest from all sources | 2014-06-30 | $622 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $5,952 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Administrative expenses professional fees incurred | 2014-06-30 | $145,594 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-06-30 | $3,314,317 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-06-30 | $3,043,566 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $21,321 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $37 |
| Other income not declared elsewhere | 2014-06-30 | $1,794,650 |
| Administrative expenses (other) incurred | 2014-06-30 | $411,875 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $33,761,981 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $141,470,826 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $107,708,845 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $248,288 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $112,306,753 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $93,469,892 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $10,569,500 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $5,904,195 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $5,904,195 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $622 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $708,935 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $1,541,155 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $1,787,881 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $25,750,000 |
| Employer contributions (assets) at end of year | 2014-06-30 | $14,550,000 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $3,750,000 |
| Income. Dividends from common stock | 2014-06-30 | $5,952 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $4,323,442 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $0 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Aggregate proceeds on sale of assets | 2014-06-30 | $16,750,855 |
| Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $15,297,876 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | SMITH ELLIOTT KEARNS & CO. LLC |
| Accountancy firm EIN | 2014-06-30 | 520783935 |
| 2013 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $122,968 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $122,968 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total income from all sources (including contributions) | 2013-06-30 | $19,897,493 |
| Total loss/gain on sale of assets | 2013-06-30 | $2,477,085 |
| Total of all expenses incurred | 2013-06-30 | $4,586,117 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $3,912,477 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $12,950,000 |
| Value of total assets at end of year | 2013-06-30 | $107,708,845 |
| Value of total assets at beginning of year | 2013-06-30 | $92,397,469 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $673,640 |
| Total interest from all sources | 2013-06-30 | $528 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $94,095 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Administrative expenses professional fees incurred | 2013-06-30 | $98,209 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $3,043,566 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $2,669,438 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $37 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $6,333 |
| Other income not declared elsewhere | 2013-06-30 | $2,048,335 |
| Administrative expenses (other) incurred | 2013-06-30 | $311,897 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $15,311,376 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $107,708,845 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $92,397,469 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $263,534 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $93,469,892 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $75,822,802 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $5,904,195 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $7,950,687 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $7,950,687 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $528 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $1,541,155 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $1,070,074 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $2,204,482 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $12,950,000 |
| Employer contributions (assets) at end of year | 2013-06-30 | $3,750,000 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $0 |
| Income. Dividends from common stock | 2013-06-30 | $94,095 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $3,912,477 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-06-30 | $4,878,135 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $67,750,692 |
| Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $65,273,607 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | SMITH ELLIOTT KEARNS & CO. LLC |
| Accountancy firm EIN | 2013-06-30 | 520783935 |
| 2012 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $729,325 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $729,325 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total income from all sources (including contributions) | 2012-06-30 | $12,246,311 |
| Total loss/gain on sale of assets | 2012-06-30 | $528,169 |
| Total of all expenses incurred | 2012-06-30 | $4,160,106 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $3,526,031 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $9,601,000 |
| Value of total assets at end of year | 2012-06-30 | $92,397,469 |
| Value of total assets at beginning of year | 2012-06-30 | $84,311,264 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $634,075 |
| Total interest from all sources | 2012-06-30 | $465 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $115,469 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Administrative expenses professional fees incurred | 2012-06-30 | $132,795 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $2,669,438 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $2,319,882 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $6,333 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $7,463 |
| Other income not declared elsewhere | 2012-06-30 | $58,982 |
| Administrative expenses (other) incurred | 2012-06-30 | $203,477 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $8,086,205 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $92,397,469 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $84,311,264 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $297,803 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $75,822,802 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $60,142,715 |
| Interest earned on other investments | 2012-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $7,950,687 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $6,534,868 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $6,534,868 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $465 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $1,070,074 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $832,112 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $1,212,901 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $9,601,000 |
| Employer contributions (assets) at end of year | 2012-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $2,400,000 |
| Income. Dividends from common stock | 2012-06-30 | $115,469 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $3,526,031 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-06-30 | $4,878,135 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-06-30 | $12,074,224 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Aggregate proceeds on sale of assets | 2012-06-30 | $29,726,990 |
| Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $29,198,821 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | SMITH ELLIOTT KEARNS & CO. LLC |
| Accountancy firm EIN | 2012-06-30 | 520783935 |
| 2011 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $7,815,277 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $7,815,277 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total income from all sources (including contributions) | 2011-06-30 | $20,182,741 |
| Total loss/gain on sale of assets | 2011-06-30 | $1,222,674 |
| Total of all expenses incurred | 2011-06-30 | $3,289,514 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $2,721,337 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $9,463,000 |
| Value of total assets at end of year | 2011-06-30 | $84,311,264 |
| Value of total assets at beginning of year | 2011-06-30 | $67,418,037 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $568,177 |
| Total interest from all sources | 2011-06-30 | $-1,521 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $126,163 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Administrative expenses professional fees incurred | 2011-06-30 | $76,583 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $2,319,882 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $1,339,836 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $7,463 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $74,773 |
| Other income not declared elsewhere | 2011-06-30 | $150,666 |
| Administrative expenses (other) incurred | 2011-06-30 | $205,451 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $16,893,227 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $84,311,264 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $67,418,037 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $286,143 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $60,142,715 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $43,861,275 |
| Interest earned on other investments | 2011-06-30 | $-2,055 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $6,534,868 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $10,012,012 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $10,012,012 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $534 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $832,112 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $586,510 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $1,406,482 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $9,463,000 |
| Employer contributions (assets) at end of year | 2011-06-30 | $2,400,000 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $250,000 |
| Income. Dividends from common stock | 2011-06-30 | $126,163 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $2,721,337 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-06-30 | $12,074,224 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-06-30 | $11,293,631 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Aggregate proceeds on sale of assets | 2011-06-30 | $80,444,120 |
| Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $79,221,446 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | SMITH ELLIOTT KEARNS & CO. LLC |
| Accountancy firm EIN | 2011-06-30 | 520783935 |
| 2010 : THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
