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BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 401k Plan overview

Plan NameBENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY
Plan identification number 501

BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Scholarship (funded)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES has sponsored the creation of one or more 401k plans.

Company Name:BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES
Employer identification number (EIN):232627429
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JOHN HUNDZYSKI2023-10-16
5012021-01-01PETER SIDHU2022-10-14
5012020-01-01CHRIS WOODS2021-10-11
5012019-01-01CHRIS WOODS2020-10-14
5012018-01-01CHRIS WOODS2019-10-14
5012017-01-01HENRY NICHOLAS
5012016-01-01HENRY NICHOLAS
5012015-01-01HENRY NICHOLAS
5012014-01-01HENRY NICHOLAS
5012013-01-01HENRY NICHOLAS
5012012-01-01HENRY NICHOLAS
5012011-01-01HENRY NICHOLAS
5012009-01-01LAVERNE DEVALIA HENRY NICHOLAS2010-10-08
5012009-01-01LAVERNE DEVALIA HENRY NICHOLAS2010-10-08

Plan Statistics for BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY

401k plan membership statisitcs for BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY

Measure Date Value
2022: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2022 401k membership
Total participants, beginning-of-year2022-01-013,016
Total number of active participants reported on line 7a of the Form 55002022-01-011,458
Number of retired or separated participants receiving benefits2022-01-011,403
Total of all active and inactive participants2022-01-012,861
Number of employers contributing to the scheme2022-01-0115
2021: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2021 401k membership
Total participants, beginning-of-year2021-01-013,547
Total number of active participants reported on line 7a of the Form 55002021-01-011,586
Number of retired or separated participants receiving benefits2021-01-011,430
Total of all active and inactive participants2021-01-013,016
Number of employers contributing to the scheme2021-01-0118
2020: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2020 401k membership
Total participants, beginning-of-year2020-01-013,858
Total number of active participants reported on line 7a of the Form 55002020-01-012,058
Number of retired or separated participants receiving benefits2020-01-011,489
Total of all active and inactive participants2020-01-013,547
Number of employers contributing to the scheme2020-01-0119
2019: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2019 401k membership
Total participants, beginning-of-year2019-01-016,114
Total number of active participants reported on line 7a of the Form 55002019-01-012,339
Number of retired or separated participants receiving benefits2019-01-011,519
Total of all active and inactive participants2019-01-013,858
Number of employers contributing to the scheme2019-01-0121
2018: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2018 401k membership
Total participants, beginning-of-year2018-01-015,954
Total number of active participants reported on line 7a of the Form 55002018-01-013,074
Number of retired or separated participants receiving benefits2018-01-013,040
Total of all active and inactive participants2018-01-016,114
Number of employers contributing to the scheme2018-01-0121
2017: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2017 401k membership
Total participants, beginning-of-year2017-01-016,054
Total number of active participants reported on line 7a of the Form 55002017-01-012,913
Number of retired or separated participants receiving benefits2017-01-013,041
Total of all active and inactive participants2017-01-015,954
Number of employers contributing to the scheme2017-01-0119
2016: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2016 401k membership
Total participants, beginning-of-year2016-01-012,761
Total number of active participants reported on line 7a of the Form 55002016-01-013,105
Number of retired or separated participants receiving benefits2016-01-012,949
Total of all active and inactive participants2016-01-016,054
Number of employers contributing to the scheme2016-01-0120
2015: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2015 401k membership
Total participants, beginning-of-year2015-01-013,032
Total number of active participants reported on line 7a of the Form 55002015-01-012,646
Number of retired or separated participants receiving benefits2015-01-01115
Total of all active and inactive participants2015-01-012,761
Number of employers contributing to the scheme2015-01-0122
2014: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2014 401k membership
Total participants, beginning-of-year2014-01-013,123
Total number of active participants reported on line 7a of the Form 55002014-01-012,919
Number of retired or separated participants receiving benefits2014-01-01113
Total of all active and inactive participants2014-01-013,032
Number of employers contributing to the scheme2014-01-0130
2013: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2013 401k membership
Total participants, beginning-of-year2013-01-013,109
Total number of active participants reported on line 7a of the Form 55002013-01-013,017
Number of retired or separated participants receiving benefits2013-01-01106
Total of all active and inactive participants2013-01-013,123
Number of employers contributing to the scheme2013-01-0130
2012: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2012 401k membership
Total participants, beginning-of-year2012-01-013,463
Total number of active participants reported on line 7a of the Form 55002012-01-013,109
Total of all active and inactive participants2012-01-013,109
Number of employers contributing to the scheme2012-01-0130
2011: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2011 401k membership
Total participants, beginning-of-year2011-01-013,336
Total number of active participants reported on line 7a of the Form 55002011-01-013,463
Total of all active and inactive participants2011-01-013,463
Number of employers contributing to the scheme2011-01-0133
2009: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2009 401k membership
Total participants, beginning-of-year2009-01-013,484
Total number of active participants reported on line 7a of the Form 55002009-01-013,336
Total of all active and inactive participants2009-01-013,336
Number of employers contributing to the scheme2009-01-0133

Financial Data on BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY

Measure Date Value
2022 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-302,116
Total unrealized appreciation/depreciation of assets2022-12-31$-302,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,878,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,843,500
Total income from all sources (including contributions)2022-12-31$29,310,026
Total loss/gain on sale of assets2022-12-31$-27,911
Total of all expenses incurred2022-12-31$23,334,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,649,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,463,197
Value of total assets at end of year2022-12-31$48,943,009
Value of total assets at beginning of year2022-12-31$43,932,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,685,598
Total interest from all sources2022-12-31$418,353
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$475,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$475,769
Administrative expenses professional fees incurred2022-12-31$409,776
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$678,456
Participant contributions at end of year2022-12-31$83,995
Participant contributions at beginning of year2022-12-31$22,440
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,246,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,272,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,179,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,303,799
Other income not declared elsewhere2022-12-31$202,894
Administrative expenses (other) incurred2022-12-31$1,066,716
Liabilities. Value of operating payables at end of year2022-12-31$245,453
Liabilities. Value of operating payables at beginning of year2022-12-31$225,979
Total non interest bearing cash at end of year2022-12-31$435,512
Total non interest bearing cash at beginning of year2022-12-31$979,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$5,975,160
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,064,186
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,089,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$1,078,884
Assets. partnership/joint venture interests at beginning of year2022-12-31$1,017,500
Investment advisory and management fees2022-12-31$35,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,357,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,860,852
Interest earned on other investments2022-12-31$81,505
Income. Interest from corporate debt instruments2022-12-31$113,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$22,396,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$16,373,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$16,373,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$223,538
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,976,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,920,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$29,784,741
Employer contributions (assets) at end of year2022-12-31$2,981,741
Employer contributions (assets) at beginning of year2022-12-31$4,273,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,672,599
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$2,347,908
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,117,677
Contract administrator fees2022-12-31$1,173,688
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,453,654
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,313,722
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$14,970
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$15,111
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,151,001
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,178,912
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,581,289
Total unrealized appreciation/depreciation of assets2021-12-31$-1,581,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,843,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,684,397
Total income from all sources (including contributions)2021-12-31$36,505,173
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$29,402,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,570,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$35,876,383
Value of total assets at end of year2021-12-31$43,932,526
Value of total assets at beginning of year2021-12-31$37,670,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,831,743
Total interest from all sources2021-12-31$74,095
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$307,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$307,152
Administrative expenses professional fees incurred2021-12-31$449,958
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$852,440
Participant contributions at end of year2021-12-31$22,440
Participant contributions at beginning of year2021-12-31$53,365
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,272,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$662,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,303,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$832,274
Other income not declared elsewhere2021-12-31$64,553
Administrative expenses (other) incurred2021-12-31$1,035,099
Liabilities. Value of operating payables at end of year2021-12-31$225,979
Liabilities. Value of operating payables at beginning of year2021-12-31$172,902
Total non interest bearing cash at end of year2021-12-31$979,630
Total non interest bearing cash at beginning of year2021-12-31$777,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,103,120
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,089,026
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,985,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$1,017,500
Investment advisory and management fees2021-12-31$41,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,860,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,454,194
Income. Interest from corporate debt instruments2021-12-31$72,735
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$2,064,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$16,373,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,853,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,853,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,360
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$4,201,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,362,789
Net investment gain or loss from common/collective trusts2021-12-31$401,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$35,023,943
Employer contributions (assets) at end of year2021-12-31$4,273,307
Employer contributions (assets) at beginning of year2021-12-31$5,783,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,368,562
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,117,677
Contract administrator fees2021-12-31$1,304,864
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,313,722
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,679,221
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$15,111
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$20,929
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$37,937,841
Aggregate carrying amount (costs) on sale of assets2021-12-31$37,937,841
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,684,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,016,765
Total income from all sources (including contributions)2020-12-31$45,616,258
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$38,829,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$35,785,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$44,029,015
Value of total assets at end of year2020-12-31$37,670,303
Value of total assets at beginning of year2020-12-31$33,215,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,043,922
Total interest from all sources2020-12-31$21,510
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$341,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$341,992
Administrative expenses professional fees incurred2020-12-31$535,067
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,135,056
Participant contributions at end of year2020-12-31$53,365
Participant contributions at beginning of year2020-12-31$81,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$662,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,242,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$832,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$832,274
Other income not declared elsewhere2020-12-31$119,677
Administrative expenses (other) incurred2020-12-31$1,183,639
Liabilities. Value of operating payables at end of year2020-12-31$172,902
Liabilities. Value of operating payables at beginning of year2020-12-31$147,422
Total non interest bearing cash at end of year2020-12-31$777,573
Total non interest bearing cash at beginning of year2020-12-31$2,333,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,786,753
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,985,906
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,199,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,454,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,028,635
Value of interest in common/collective trusts at end of year2020-12-31$2,064,378
Value of interest in common/collective trusts at beginning of year2020-12-31$2,052,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,853,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,038,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,038,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$21,510
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,000,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,092,441
Net investment gain or loss from common/collective trusts2020-12-31$11,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$42,893,959
Employer contributions (assets) at end of year2020-12-31$5,783,378
Employer contributions (assets) at beginning of year2020-12-31$6,409,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$32,785,287
Contract administrator fees2020-12-31$1,301,437
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,679,221
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$6,037,069
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$20,929
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$28,062
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$23,421,121
Aggregate carrying amount (costs) on sale of assets2020-12-31$23,421,121
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2020-12-31611436956
2019 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,016,765
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,016,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,902,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,902,120
Total income from all sources (including contributions)2019-12-31$52,973,676
Total income from all sources (including contributions)2019-12-31$52,973,676
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$51,945,257
Total of all expenses incurred2019-12-31$51,945,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,420,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,420,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$51,017,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$51,017,108
Value of total assets at end of year2019-12-31$33,215,918
Value of total assets at end of year2019-12-31$33,215,918
Value of total assets at beginning of year2019-12-31$34,072,854
Value of total assets at beginning of year2019-12-31$34,072,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,525,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,525,002
Total interest from all sources2019-12-31$85,351
Total interest from all sources2019-12-31$85,351
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$501,443
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$501,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$501,443
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$501,443
Administrative expenses professional fees incurred2019-12-31$411,837
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$690,478
Contributions received from participants2019-12-31$690,478
Participant contributions at end of year2019-12-31$81,845
Participant contributions at end of year2019-12-31$81,845
Participant contributions at beginning of year2019-12-31$63,013
Participant contributions at beginning of year2019-12-31$63,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,242,758
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,242,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,415,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,415,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$832,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$832,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$978,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$978,096
Other income not declared elsewhere2019-12-31$156,737
Other income not declared elsewhere2019-12-31$156,737
Administrative expenses (other) incurred2019-12-31$1,005,769
Administrative expenses (other) incurred2019-12-31$1,005,769
Liabilities. Value of operating payables at end of year2019-12-31$147,422
Liabilities. Value of operating payables at end of year2019-12-31$147,422
Liabilities. Value of operating payables at beginning of year2019-12-31$543,577
Liabilities. Value of operating payables at beginning of year2019-12-31$543,577
Total non interest bearing cash at end of year2019-12-31$2,333,918
Total non interest bearing cash at end of year2019-12-31$2,333,918
Total non interest bearing cash at beginning of year2019-12-31$2,126,665
Total non interest bearing cash at beginning of year2019-12-31$2,126,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,028,419
Value of net income/loss2019-12-31$1,028,419
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,199,153
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,199,153
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,170,734
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,170,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$24,562
Investment advisory and management fees2019-12-31$24,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,028,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,028,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,474,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,474,679
Value of interest in common/collective trusts at end of year2019-12-31$2,052,755
Value of interest in common/collective trusts at end of year2019-12-31$2,052,755
Value of interest in common/collective trusts at beginning of year2019-12-31$1,901,168
Value of interest in common/collective trusts at beginning of year2019-12-31$1,901,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,038,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,038,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,571,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,571,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,571,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,571,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$85,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$85,351
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$917,973
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$917,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,052,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,052,512
Net investment gain or loss from common/collective trusts2019-12-31$160,525
Net investment gain or loss from common/collective trusts2019-12-31$160,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$50,326,630
Contributions received in cash from employer2019-12-31$50,326,630
Employer contributions (assets) at end of year2019-12-31$6,409,415
Employer contributions (assets) at end of year2019-12-31$6,409,415
Employer contributions (assets) at beginning of year2019-12-31$8,486,102
Employer contributions (assets) at beginning of year2019-12-31$8,486,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$47,502,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$47,502,282
Contract administrator fees2019-12-31$2,082,834
Contract administrator fees2019-12-31$2,082,834
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,037,069
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,037,069
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$7,380,447
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$7,380,447
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$28,062
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$28,062
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$34,315
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$34,315
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$26,288,737
Aggregate proceeds on sale of assets2019-12-31$26,288,737
Aggregate carrying amount (costs) on sale of assets2019-12-31$26,288,737
Aggregate carrying amount (costs) on sale of assets2019-12-31$26,288,737
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
Accountancy firm EIN2019-12-31611436956
2018 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,902,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,846,636
Total income from all sources (including contributions)2018-12-31$52,447,390
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$53,178,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$49,465,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$52,517,966
Value of total assets at end of year2018-12-31$34,072,854
Value of total assets at beginning of year2018-12-31$33,748,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,713,123
Total interest from all sources2018-12-31$34,560
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$490,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$490,357
Administrative expenses professional fees incurred2018-12-31$402,479
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$444,880
Participant contributions at end of year2018-12-31$63,013
Participant contributions at beginning of year2018-12-31$49,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,415,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,977,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$978,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,348,452
Other income not declared elsewhere2018-12-31$28,742
Administrative expenses (other) incurred2018-12-31$1,044,157
Liabilities. Value of operating payables at end of year2018-12-31$543,577
Liabilities. Value of operating payables at beginning of year2018-12-31$398,087
Total non interest bearing cash at end of year2018-12-31$2,126,665
Total non interest bearing cash at beginning of year2018-12-31$1,780,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-731,260
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,170,734
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,901,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$30,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,474,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,121,303
Value of interest in common/collective trusts at end of year2018-12-31$1,901,168
Value of interest in common/collective trusts at beginning of year2018-12-31$1,897,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,571,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,008,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,008,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$34,560
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$-923,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-636,553
Net investment gain or loss from common/collective trusts2018-12-31$12,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$52,073,086
Employer contributions (assets) at end of year2018-12-31$8,486,102
Employer contributions (assets) at beginning of year2018-12-31$6,872,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$50,389,328
Contract administrator fees2018-12-31$2,236,181
Liabilities. Value of benefit claims payable at end of year2018-12-31$7,380,447
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$6,100,097
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$34,315
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$41,101
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$36,152,361
Aggregate carrying amount (costs) on sale of assets2018-12-31$36,152,361
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,846,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,306,756
Total income from all sources (including contributions)2017-12-31$53,837,455
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$48,580,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$45,197,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$52,929,179
Value of total assets at end of year2017-12-31$33,748,630
Value of total assets at beginning of year2017-12-31$25,951,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,382,867
Total interest from all sources2017-12-31$29,041
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$322,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$322,929
Administrative expenses professional fees incurred2017-12-31$263,888
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$472,219
Participant contributions at end of year2017-12-31$49,578
Participant contributions at beginning of year2017-12-31$45,240
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,977,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$328,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,348,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$958,404
Other income not declared elsewhere2017-12-31$42,706
Administrative expenses (other) incurred2017-12-31$1,050,261
Liabilities. Value of operating payables at end of year2017-12-31$398,087
Liabilities. Value of operating payables at beginning of year2017-12-31$24,719
Total non interest bearing cash at end of year2017-12-31$1,780,128
Total non interest bearing cash at beginning of year2017-12-31$1,819,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,256,922
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,901,994
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,645,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$13,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,121,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,377,758
Value of interest in common/collective trusts at end of year2017-12-31$1,897,555
Value of interest in common/collective trusts at beginning of year2017-12-31$1,323,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,008,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,444,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,444,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$29,041
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,357,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$449,210
Net investment gain or loss from common/collective trusts2017-12-31$64,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$52,456,960
Employer contributions (assets) at end of year2017-12-31$6,872,395
Employer contributions (assets) at beginning of year2017-12-31$5,561,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$43,839,948
Contract administrator fees2017-12-31$2,055,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$6,100,097
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,323,633
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$41,101
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$50,856
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$46,245,960
Aggregate carrying amount (costs) on sale of assets2017-12-31$46,245,960
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,306,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,743,998
Total income from all sources (including contributions)2016-12-31$51,104,385
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$47,379,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$45,691,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$50,558,607
Value of total assets at end of year2016-12-31$25,951,828
Value of total assets at beginning of year2016-12-31$22,664,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,687,590
Total interest from all sources2016-12-31$8,892
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$268,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$268,150
Administrative expenses professional fees incurred2016-12-31$282,595
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$512,822
Participant contributions at end of year2016-12-31$45,240
Participant contributions at beginning of year2016-12-31$102,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$328,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$483,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$958,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$874,901
Other income not declared elsewhere2016-12-31$40,455
Administrative expenses (other) incurred2016-12-31$1,261,508
Liabilities. Value of operating payables at end of year2016-12-31$24,719
Liabilities. Value of operating payables at beginning of year2016-12-31$35,588
Total non interest bearing cash at end of year2016-12-31$1,819,426
Total non interest bearing cash at beginning of year2016-12-31$1,980,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,725,014
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,645,072
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,920,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$16,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,377,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,449,537
Value of interest in common/collective trusts at end of year2016-12-31$1,323,891
Value of interest in common/collective trusts at beginning of year2016-12-31$1,511,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,444,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,043,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,043,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,892
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,575,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$109,609
Net investment gain or loss from common/collective trusts2016-12-31$118,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$50,045,785
Employer contributions (assets) at end of year2016-12-31$5,561,771
Employer contributions (assets) at beginning of year2016-12-31$5,039,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$42,115,961
Contract administrator fees2016-12-31$127,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,323,633
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,833,509
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$50,856
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$54,647
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$31,510,098
Aggregate carrying amount (costs) on sale of assets2016-12-31$31,510,098
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2016-12-31611436956
2015 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,743,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,583,880
Total income from all sources (including contributions)2015-12-31$47,366,562
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$49,313,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$47,684,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$47,210,402
Value of total assets at end of year2015-12-31$22,664,056
Value of total assets at beginning of year2015-12-31$23,450,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,628,751
Total interest from all sources2015-12-31$1,751
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$233,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$233,632
Administrative expenses professional fees incurred2015-12-31$203,089
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$708,862
Participant contributions at end of year2015-12-31$102,006
Participant contributions at beginning of year2015-12-31$72,390
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$483,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$360,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$874,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,341,339
Other income not declared elsewhere2015-12-31$99,774
Administrative expenses (other) incurred2015-12-31$1,256,888
Liabilities. Value of operating payables at end of year2015-12-31$35,588
Liabilities. Value of operating payables at beginning of year2015-12-31$50,484
Total non interest bearing cash at end of year2015-12-31$1,980,199
Total non interest bearing cash at beginning of year2015-12-31$2,869,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,947,035
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,920,058
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,867,093
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
Investment advisory and management fees2015-12-31$20,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,449,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,756,791
Value of interest in common/collective trusts at end of year2015-12-31$1,511,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,043,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,341,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,341,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,751
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,573,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-190,887
Net investment gain or loss from common/collective trusts2015-12-31$11,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$46,501,540
Employer contributions (assets) at end of year2015-12-31$5,039,632
Employer contributions (assets) at beginning of year2015-12-31$4,876,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$44,111,495
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,106,079
Contract administrator fees2015-12-31$148,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,833,509
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,192,057
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$54,647
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$68,442
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$35,062,585
Aggregate carrying amount (costs) on sale of assets2015-12-31$35,062,585
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2015-12-31611436956
2014 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,583,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$496,476
Total income from all sources (including contributions)2014-12-31$45,129,722
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$47,174,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$45,657,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$44,575,447
Value of total assets at end of year2014-12-31$23,450,973
Value of total assets at beginning of year2014-12-31$21,408,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,516,210
Total interest from all sources2014-12-31$335
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$252,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$252,157
Administrative expenses professional fees incurred2014-12-31$203,499
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$718,294
Participant contributions at end of year2014-12-31$72,390
Participant contributions at beginning of year2014-12-31$207,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$360,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$692,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,341,339
Other income not declared elsewhere2014-12-31$124,701
Administrative expenses (other) incurred2014-12-31$1,229,349
Liabilities. Value of operating payables at end of year2014-12-31$50,484
Liabilities. Value of operating payables at beginning of year2014-12-31$58,380
Total non interest bearing cash at end of year2014-12-31$2,869,686
Total non interest bearing cash at beginning of year2014-12-31$240,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,044,479
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,867,093
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,911,572
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
Investment advisory and management fees2014-12-31$15,517
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,756,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,436,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,341,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,223,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,223,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$335
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$13,052,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$168,233
Net investment gain or loss from common/collective trusts2014-12-31$8,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$43,857,153
Employer contributions (assets) at end of year2014-12-31$4,876,263
Employer contributions (assets) at beginning of year2014-12-31$5,532,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,605,571
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,106,079
Contract administrator fees2014-12-31$67,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,192,057
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$438,096
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$68,442
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$74,356
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
Aggregate proceeds on sale of assets2014-12-31$39,844,179
Aggregate carrying amount (costs) on sale of assets2014-12-31$39,844,179
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-12-31611436956
2013 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$496,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$417,968
Total income from all sources (including contributions)2013-12-31$45,284,851
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$50,467,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$49,223,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$43,870,121
Value of total assets at end of year2013-12-31$21,408,048
Value of total assets at beginning of year2013-12-31$26,512,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,244,071
Total interest from all sources2013-12-31$768
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$251,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$251,831
Administrative expenses professional fees incurred2013-12-31$225,266
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,020,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$556,478
Participant contributions at end of year2013-12-31$207,800
Participant contributions at beginning of year2013-12-31$7,733
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$692,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$394,009
Other income not declared elsewhere2013-12-31$1,159,405
Administrative expenses (other) incurred2013-12-31$912,343
Liabilities. Value of operating payables at end of year2013-12-31$58,380
Liabilities. Value of operating payables at beginning of year2013-12-31$7,968
Total non interest bearing cash at end of year2013-12-31$240,371
Total non interest bearing cash at beginning of year2013-12-31$1,800,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-5,182,475
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,911,572
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,094,047
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
Investment advisory and management fees2013-12-31$16,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,436,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,131,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,223,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,446,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,446,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$768
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$36,233,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$43,313,643
Employer contributions (assets) at end of year2013-12-31$5,532,539
Employer contributions (assets) at beginning of year2013-12-31$4,684,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,989,558
Contract administrator fees2013-12-31$90,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$438,096
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$410,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$74,356
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$46,627
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
Aggregate proceeds on sale of assets2013-12-31$48,437,161
Aggregate carrying amount (costs) on sale of assets2013-12-31$48,437,161
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NOVAK FRANCELLA,LLC
Accountancy firm EIN2013-12-31611436956
2012 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$417,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$447,012
Total income from all sources (including contributions)2012-12-31$47,723,446
Total loss/gain on sale of assets2012-12-31$409,770
Total of all expenses incurred2012-12-31$54,919,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$53,699,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$44,445,284
Value of total assets at end of year2012-12-31$26,512,015
Value of total assets at beginning of year2012-12-31$33,737,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,220,736
Total interest from all sources2012-12-31$911
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$479,866
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$479,866
Administrative expenses professional fees incurred2012-12-31$166,203
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,020,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$120,866
Participant contributions at end of year2012-12-31$7,733
Participant contributions at beginning of year2012-12-31$28,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$394,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$541,815
Other income not declared elsewhere2012-12-31$1,979,115
Administrative expenses (other) incurred2012-12-31$953,253
Liabilities. Value of operating payables at end of year2012-12-31$7,968
Liabilities. Value of operating payables at beginning of year2012-12-31$7,012
Total non interest bearing cash at end of year2012-12-31$1,800,895
Total non interest bearing cash at beginning of year2012-12-31$1,347,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-7,196,543
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,094,047
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,290,590
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
Investment advisory and management fees2012-12-31$21,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,131,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,033,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,446,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,008,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,008,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$911
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$38,280,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$408,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$44,324,418
Employer contributions (assets) at end of year2012-12-31$4,684,576
Employer contributions (assets) at beginning of year2012-12-31$4,741,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,418,877
Contract administrator fees2012-12-31$79,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$410,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$440,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$46,627
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$36,650
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
Aggregate proceeds on sale of assets2012-12-31$55,162,172
Aggregate carrying amount (costs) on sale of assets2012-12-31$54,752,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2012-12-31611436956
2011 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$118,245
Total unrealized appreciation/depreciation of assets2011-12-31$118,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$289,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$680,814
Total income from all sources (including contributions)2011-12-31$50,643,739
Total loss/gain on sale of assets2011-12-31$-179,348
Total of all expenses incurred2011-12-31$51,154,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$49,988,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$47,150,765
Value of total assets at end of year2011-12-31$33,737,602
Value of total assets at beginning of year2011-12-31$34,639,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,166,418
Total interest from all sources2011-12-31$22,870
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$666,642
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$666,642
Administrative expenses professional fees incurred2011-12-31$85,742
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,020,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$317,841
Participant contributions at end of year2011-12-31$28,597
Participant contributions at beginning of year2011-12-31$19,960
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$265,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$541,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$296,048
Other income not declared elsewhere2011-12-31$2,323,812
Administrative expenses (other) incurred2011-12-31$970,091
Liabilities. Value of operating payables at end of year2011-12-31$7,012
Liabilities. Value of operating payables at beginning of year2011-12-31$315,814
Total non interest bearing cash at end of year2011-12-31$1,347,244
Total non interest bearing cash at beginning of year2011-12-31$2,788,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-510,880
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,448,084
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,958,964
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
Investment advisory and management fees2011-12-31$27,235
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,033,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,355,533
Income. Interest from US Government securities2011-12-31$3,016
Income. Interest from corporate debt instruments2011-12-31$18,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,008,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,192,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,192,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,121
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$46,539,457
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$144,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$540,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$46,832,924
Employer contributions (assets) at end of year2011-12-31$4,741,459
Employer contributions (assets) at beginning of year2011-12-31$5,538,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,448,744
Contract administrator fees2011-12-31$83,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$282,506
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$365,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$36,650
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$38,146
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
Aggregate proceeds on sale of assets2011-12-31$49,476,569
Aggregate carrying amount (costs) on sale of assets2011-12-31$49,655,917
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2011-12-31611436956
2010 : BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$368,130
Total unrealized appreciation/depreciation of assets2010-12-31$368,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$680,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$311,321
Total income from all sources (including contributions)2010-12-31$48,803,345
Total of all expenses incurred2010-12-31$48,920,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$47,823,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$46,296,287
Value of total assets at end of year2010-12-31$34,639,778
Value of total assets at beginning of year2010-12-31$34,387,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,096,828
Total interest from all sources2010-12-31$1,104,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$114,018
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$45,993,614
Participant contributions at end of year2010-12-31$19,960
Participant contributions at beginning of year2010-12-31$53,168
Assets. Other investments not covered elsewhere at end of year2010-12-31$265,461
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$260,837
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$302,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$296,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$848,996
Other income not declared elsewhere2010-12-31$1,034,577
Administrative expenses (other) incurred2010-12-31$904,024
Liabilities. Value of operating payables at end of year2010-12-31$315,814
Liabilities. Value of operating payables at beginning of year2010-12-31$31,321
Total non interest bearing cash at end of year2010-12-31$2,788,405
Total non interest bearing cash at beginning of year2010-12-31$4,418,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-116,798
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,958,964
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,075,763
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
Investment advisory and management fees2010-12-31$26,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,355,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,622,312
Interest earned on other investments2010-12-31$16,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,192,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,479,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,479,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,087,926
Asset value of US Government securities at end of year2010-12-31$144,592
Asset value of US Government securities at beginning of year2010-12-31$1,357,444
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
Employer contributions (assets) at end of year2010-12-31$5,538,778
Employer contributions (assets) at beginning of year2010-12-31$6,297,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$47,823,315
Contract administrator fees2010-12-31$52,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$365,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$280,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$38,146
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$48,093
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DENNIS W. GLICK & ASSOCIATES, PC
Accountancy firm EIN2010-12-31232821138

Form 5500 Responses for BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY

2022: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
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: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
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: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
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: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
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: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
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: BENEFIT FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PHILADELPHIA AND VICINITY 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
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

MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40571
Policy instance 2
Insurance contract or identification numberNGL40571
Number of Individuals Covered532
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,837,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number79199
Policy instance 1
Insurance contract or identification number79199
Number of Individuals Covered2400
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $263,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40571
Policy instance 3
Insurance contract or identification numberNGL40571
Number of Individuals Covered612
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,501,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number79199
Policy instance 2
Insurance contract or identification number79199
Number of Individuals Covered2776
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $283,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number407579 0010 SSL
Policy instance 1
Insurance contract or identification number407579 0010 SSL
Number of Individuals Covered1772
Insurance policy start date2021-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,357,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number82467725
Policy instance 1
Insurance contract or identification number82467725
Number of Individuals Covered2058
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,507,236
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number79199
Policy instance 2
Insurance contract or identification number79199
Number of Individuals Covered2085
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $377,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40571
Policy instance 3
Insurance contract or identification numberNGL40571
Number of Individuals Covered706
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,668,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number79199
Policy instance 3
Insurance contract or identification number79199
Number of Individuals Covered2590
Insurance policy start date2019-10-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $113,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number82467725
Policy instance 2
Insurance contract or identification number82467725
Number of Individuals Covered2271
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,061,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DOMINIONNATIONAL DENTAL (National Association of Insurance Commissioners NAIC id number: 95657 )
Policy contract number25385
Policy instance 1
Insurance contract or identification number25385
Insurance policy start date2019-01-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $389,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number82467725
Policy instance 2
Insurance contract or identification number82467725
Number of Individuals Covered3317
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,420,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DOMINIONNATIONAL DENTAL (National Association of Insurance Commissioners NAIC id number: 95657 )
Policy contract number25385
Policy instance 1
Insurance contract or identification number25385
Number of Individuals Covered3139
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $510,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number82467725
Policy instance 2
Insurance contract or identification number82467725
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $903,332
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DOMINIONNATIONAL DENTAL (National Association of Insurance Commissioners NAIC id number: 95657 )
Policy contract number25385
Policy instance 1
Insurance contract or identification number25385
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $454,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number82467725
Policy instance 2
Insurance contract or identification number82467725
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,121,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DOMINIONNATIONAL DENTAL (National Association of Insurance Commissioners NAIC id number: 95657 )
Policy contract number25385
Policy instance 1
Insurance contract or identification number25385
Number of Individuals Covered2614
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $452,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DOMINIONNATIONAL DENTAL (National Association of Insurance Commissioners NAIC id number: 95657 )
Policy contract number25385
Policy instance 2
Insurance contract or identification number25385
Number of Individuals Covered2648
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $444,201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number82467725
Policy instance 4
Insurance contract or identification number82467725
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $565,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number863760
Policy instance 3
Insurance contract or identification number863760
Number of Individuals Covered26
Insurance policy start date2013-12-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $707
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $707
Insurance broker organization code?3
Insurance broker nameAON CORPORATION
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS406978
Policy instance 1
Insurance contract or identification numberUS406978
Number of Individuals Covered6457
Insurance policy start date2013-12-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $188,602
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $15,082,888
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $188,602
Insurance broker organization code?3
Insurance broker nameAON CORPORATION
DOMINIONNATIONAL DENTAL (National Association of Insurance Commissioners NAIC id number: 95657 )
Policy contract number25385
Policy instance 2
Insurance contract or identification number25385
Number of Individuals Covered2692
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $448,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number863760
Policy instance 3
Insurance contract or identification number863760
Number of Individuals Covered39
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $3,373
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $181,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,373
Insurance broker organization code?3
Insurance broker nameAON CORPORATION
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS406978
Policy instance 1
Insurance contract or identification numberUS406978
Number of Individuals Covered6246
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $412,218
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $35,604,485
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $412,218
Insurance broker organization code?3
Insurance broker nameAON CORPORATION
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number863760
Policy instance 3
Insurance contract or identification number863760
Number of Individuals Covered41
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $2,312
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $181,079
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,312
Insurance broker organization code?3
Insurance broker nameAON CORPORATION
DOMINIONNATIONAL DENTAL (National Association of Insurance Commissioners NAIC id number: 95657 )
Policy contract number25385
Policy instance 2
Insurance contract or identification number25385
Number of Individuals Covered2733
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $475,306
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS406978
Policy instance 1
Insurance contract or identification numberUS406978
Number of Individuals Covered6950
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $435,437
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $37,610,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $435,437
Insurance broker organization code?3
Insurance broker nameAON CORPORATION
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS406978
Policy instance 1
Insurance contract or identification numberUS406978
Number of Individuals Covered7680
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $392,653
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $34,051,702
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DOMINIONNATIONAL DENTAL (National Association of Insurance Commissioners NAIC id number: 95657 )
Policy contract number25385
Policy instance 2
Insurance contract or identification number25385
Number of Individuals Covered2872
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $497,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number46978
Policy instance 1
Insurance contract or identification number46978
Number of Individuals Covered3363
Insurance policy start date2010-08-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32,278,344
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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