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SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 401k Plan overview

Plan NameSUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN
Plan identification number 001

SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUSQUEHANNA HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:SUSQUEHANNA HEALTH SYSTEM
Employer identification number (EIN):232751183
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ELIZABETH BRUBAKER
0012016-01-01ELIZABETH BRUBAKER
0012015-01-01ELIZABETH W. BRUBAKER
0012015-01-01ELIZABETH W. BRUBAKER
0012015-01-01ELIZABETH W. BRUBAKER
0012014-01-01ELIZABETH W. BRUBAKER
0012013-01-01ELIZABETH W. BRUBAKER CHARLES SANTANGELO2014-10-15
0012012-01-01ELIZABETH W. BRUBAKER CHARLES SANTANGELO2013-10-11
0012011-01-01GLENN MECHLING CHARLES SANTANGELO2012-10-05
0012010-01-01CLARE KIEHART STEVE JOHNSON2011-10-11
0012009-01-01M CLARE KIEHART STEVEN JOHNSON2010-10-03

Plan Statistics for SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN

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

Measure Date Value
2017: SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets2017-12-3126,687,431
Acturial value of plan assets2017-12-3127,173,211
Funding target for retired participants and beneficiaries receiving payment2017-12-3110,584,573
Number of terminated vested participants2017-12-31404
Fundng target for terminated vested participants2017-12-315,912,129
Active participant vested funding target2017-12-315,695,177
Number of active participants2017-12-31264
Total funding liabilities for active participants2017-12-315,708,238
Total participant count2017-12-311,063
Total funding target for all participants2017-12-3122,204,940
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-318,283
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-318,283
Present value of excess contributions2017-12-315,850,046
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-316,204,559
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-318,852
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31255,324
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,063
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-3119,801,555
Acturial value of plan assets2016-12-3121,024,888
Funding target for retired participants and beneficiaries receiving payment2016-12-3110,130,306
Number of terminated vested participants2016-12-31393
Fundng target for terminated vested participants2016-12-315,377,387
Active participant vested funding target2016-12-315,918,769
Number of active participants2016-12-31302
Total funding liabilities for active participants2016-12-315,918,994
Total participant count2016-12-311,071
Total funding target for all participants2016-12-3121,426,687
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,049,247
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,114,930
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-318,283
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-318,283
Total employer contributions2016-12-316,947,148
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-316,312,293
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31231,246
Net shortfall amortization installment of oustanding balance2016-12-31410,082
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31462,247
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31462,247
Contributions allocatedtoward minimum required contributions for current year2016-12-316,312,293
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,071
Total number of active participants reported on line 7a of the Form 55002016-01-01264
Number of retired or separated participants receiving benefits2016-01-01365
Number of other retired or separated participants entitled to future benefits2016-01-01403
Total of all active and inactive participants2016-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0131
Total participants2016-01-011,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,028
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,616
Total number of active participants reported on line 7a of the Form 55002014-01-012,327
Number of retired or separated participants receiving benefits2014-01-0143
Number of other retired or separated participants entitled to future benefits2014-01-01646
Total of all active and inactive participants2014-01-013,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-013,028
Number of participants with account balances2014-01-013,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,525
Total number of active participants reported on line 7a of the Form 55002013-01-013,041
Number of retired or separated participants receiving benefits2013-01-0138
Number of other retired or separated participants entitled to future benefits2013-01-01532
Total of all active and inactive participants2013-01-013,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-013,616
Number of participants with account balances2013-01-012,930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0166
2012: SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,524
Total number of active participants reported on line 7a of the Form 55002012-01-012,979
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-01518
Total of all active and inactive participants2012-01-013,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-013,525
Number of participants with account balances2012-01-012,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0149
2011: SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,149
Total number of active participants reported on line 7a of the Form 55002011-01-012,973
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-01534
Total of all active and inactive participants2011-01-013,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-013,524
Number of participants with account balances2011-01-012,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0164
2010: SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,372
Total number of active participants reported on line 7a of the Form 55002010-01-012,523
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01619
Total of all active and inactive participants2010-01-013,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-013,149
Number of participants with account balances2010-01-013,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,260
Total number of active participants reported on line 7a of the Form 55002009-01-012,667
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01699
Total of all active and inactive participants2009-01-013,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-013,372
Number of participants with account balances2009-01-013,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01203

Financial Data on SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN

Measure Date Value
2017 : SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$14,304
Total unrealized appreciation/depreciation of assets2017-12-31$14,304
Total transfer of assets from this plan2017-12-31$26,208,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,848
Total income from all sources (including contributions)2017-12-31$3,489,636
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,213,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,074,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$1,696
Value of total assets at beginning of year2017-12-31$26,947,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$139,897
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$590,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$590,764
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,696
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$15,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$73,347
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$14,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-724,344
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,932,793
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$66,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,113,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,183,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,183,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,884,568
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
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$6,635,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,074,083
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$715
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,848
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,166
Total income from all sources (including contributions)2016-12-31$8,478,697
Total loss/gain on sale of assets2016-12-31$104,274
Total of all expenses incurred2016-12-31$1,390,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,081,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,947,148
Value of total assets at end of year2016-12-31$26,947,641
Value of total assets at beginning of year2016-12-31$19,857,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$309,182
Total interest from all sources2016-12-31$503,586
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$15,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,022
Administrative expenses (other) incurred2016-12-31$255,324
Liabilities. Value of operating payables at end of year2016-12-31$14,133
Liabilities. Value of operating payables at beginning of year2016-12-31$13,166
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$7,088,413
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,932,793
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,844,380
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$53,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,113,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,599,914
Interest earned on other investments2016-12-31$501,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,183,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,094,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,094,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$923,689
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$6,947,148
Employer contributions (assets) at end of year2016-12-31$6,635,130
Employer contributions (assets) at beginning of year2016-12-31$1,150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,081,102
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$104,274
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$715
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,851
Total income from all sources (including contributions)2015-12-31$1,412,182
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,277,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$992,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,632,910
Value of total assets at end of year2015-12-31$19,857,545
Value of total assets at beginning of year2015-12-31$19,725,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$285,024
Total interest from all sources2015-12-31$137
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$463,630
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$463,630
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,747
Other income not declared elsewhere2015-12-31$289
Administrative expenses (other) incurred2015-12-31$231,246
Liabilities. Value of operating payables at end of year2015-12-31$13,166
Liabilities. Value of operating payables at beginning of year2015-12-31$13,737
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$134,580
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,845,094
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,710,514
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$53,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,599,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,400,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,094,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,186,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,186,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-684,784
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$1,632,910
Employer contributions (assets) at end of year2015-12-31$1,150,000
Employer contributions (assets) at beginning of year2015-12-31$125,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$992,578
Liabilities. Value of benefit claims payable at end of year2015-12-31$-715
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,114
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
Total income from all sources (including contributions)2015-09-21$3,433,762
Total of all expenses incurred2015-09-21$112,035,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-21$111,952,643
Value of total assets at end of year2015-09-21$0
Value of total assets at beginning of year2015-09-21$108,601,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-21$82,923
Total interest from all sources2015-09-21$34,567
Total dividends received (eg from common stock, registered investment company shares)2015-09-21$617,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-21Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-09-21$0
Total dividends received from registered investment company shares (eg mutual funds)2015-09-21$617,917
Administrative expenses professional fees incurred2015-09-21$6,321
Was this plan covered by a fidelity bond2015-09-21Yes
Value of fidelity bond cover2015-09-21$500,000
If this is an individual account plan, was there a blackout period2015-09-21No
Were there any nonexempt tranactions with any party-in-interest2015-09-21No
Administrative expenses (other) incurred2015-09-21$27,642
Total non interest bearing cash at end of year2015-09-21$0
Total non interest bearing cash at beginning of year2015-09-21$60,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-21No
Value of net income/loss2015-09-21$-108,601,804
Value of net assets at end of year (total assets less liabilities)2015-09-21$0
Value of net assets at beginning of year (total assets less liabilities)2015-09-21$108,601,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-21No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-21No
Were any leases to which the plan was party in default or uncollectible2015-09-21No
Investment advisory and management fees2015-09-21$48,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-21$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-21$103,139,966
Value of interest in pooled separate accounts at end of year2015-09-21$0
Value of interest in pooled separate accounts at beginning of year2015-09-21$5,401,733
Interest earned on other investments2015-09-21$34,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-21$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-21$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-21$2,781,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-21No
Was there a failure to transmit to the plan any participant contributions2015-09-21No
Has the plan failed to provide any benefit when due under the plan2015-09-21No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-21$111,952,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-21No
Did the plan have assets held for investment2015-09-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-21Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-21Yes
Opinion of an independent qualified public accountant for this plan2015-09-21Disclaimer
Accountancy firm name2015-09-21BKD, LLP
Accountancy firm EIN2015-09-21440160260
2014 : SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$444,592
Total income from all sources (including contributions)2014-12-31$5,832,882
Total of all expenses incurred2014-12-31$8,410,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,259,706
Value of total assets at end of year2014-12-31$108,601,804
Value of total assets at beginning of year2014-12-31$111,624,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$151,124
Total interest from all sources2014-12-31$80,465
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,961,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,961,279
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$302,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$444,592
Administrative expenses (other) incurred2014-12-31$37,160
Total non interest bearing cash at end of year2014-12-31$60,105
Total non interest bearing cash at beginning of year2014-12-31$50,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,577,948
Value of net assets at end of year (total assets less liabilities)2014-12-31$108,601,804
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$111,179,752
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$113,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$103,139,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$98,397,637
Value of interest in pooled separate accounts at end of year2014-12-31$5,401,733
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,470,493
Interest earned on other investments2014-12-31$80,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,705,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,791,138
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,957,293
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
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$444,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$680,996
Total income from all sources (including contributions)2013-12-31$24,341,506
Total of all expenses incurred2013-12-31$7,796,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,659,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,975,601
Value of total assets at end of year2013-12-31$111,624,344
Value of total assets at beginning of year2013-12-31$95,315,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$136,333
Total interest from all sources2013-12-31$113,580
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,466,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,466,846
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$444,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$680,996
Other income not declared elsewhere2013-12-31$1,615
Administrative expenses (other) incurred2013-12-31$21,261
Total non interest bearing cash at end of year2013-12-31$50,720
Total non interest bearing cash at beginning of year2013-12-31$19,896
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$16,545,492
Value of net assets at end of year (total assets less liabilities)2013-12-31$111,179,752
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$94,634,260
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$110,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$98,397,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$82,039,583
Value of interest in pooled separate accounts at end of year2013-12-31$4,470,493
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,712,008
Interest earned on other investments2013-12-31$113,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,705,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,543,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,783,864
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$7,975,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,659,681
Contract administrator fees2013-12-31$4,948
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
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$680,996
Total income from all sources (including contributions)2012-12-31$18,511,128
Total of all expenses incurred2012-12-31$5,354,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,234,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,683,614
Value of total assets at end of year2012-12-31$95,315,256
Value of total assets at beginning of year2012-12-31$81,477,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$119,894
Total interest from all sources2012-12-31$95,639
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,012,140
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$2,012,140
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$680,996
Other income not declared elsewhere2012-12-31$4,449
Administrative expenses (other) incurred2012-12-31$11,977
Total non interest bearing cash at end of year2012-12-31$19,896
Total non interest bearing cash at beginning of year2012-12-31$7,130
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$13,156,982
Value of net assets at end of year (total assets less liabilities)2012-12-31$94,634,260
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$81,477,278
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$107,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$82,039,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$69,800,385
Value of interest in pooled separate accounts at end of year2012-12-31$4,712,008
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,896,637
Interest earned on other investments2012-12-31$95,639
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,543,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,752,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,715,286
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$7,683,614
Employer contributions (assets) at beginning of year2012-12-31$21,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,234,252
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
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$136,963
Total income from all sources (including contributions)2011-12-31$6,134,287
Total of all expenses incurred2011-12-31$4,754,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,610,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,394,394
Value of total assets at end of year2011-12-31$81,477,278
Value of total assets at beginning of year2011-12-31$80,234,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$144,211
Total interest from all sources2011-12-31$86,148
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,535,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,535,600
Administrative expenses professional fees incurred2011-12-31$38,494
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$136,963
Administrative expenses (other) incurred2011-12-31$1,202
Total non interest bearing cash at end of year2011-12-31$7,130
Total non interest bearing cash at beginning of year2011-12-31$45,681
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$1,379,834
Value of net assets at end of year (total assets less liabilities)2011-12-31$81,477,278
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$80,097,444
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$104,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$69,800,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$70,143,711
Value of interest in pooled separate accounts at end of year2011-12-31$3,896,637
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,694,220
Interest earned on other investments2011-12-31$86,148
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$368,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,752,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,982,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,881,855
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$7,394,394
Employer contributions (assets) at end of year2011-12-31$21,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,610,242
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
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$136,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$120,230
Total income from all sources (including contributions)2010-12-31$18,600,900
Total loss/gain on sale of assets2010-12-31$2,088,217
Total of all expenses incurred2010-12-31$5,301,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,086,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,830,004
Value of total assets at end of year2010-12-31$80,234,407
Value of total assets at beginning of year2010-12-31$66,918,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$215,182
Total interest from all sources2010-12-31$598,769
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,448,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,338,498
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$295,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$136,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$66,945
Other income not declared elsewhere2010-12-31$2,406
Administrative expenses (other) incurred2010-12-31$35,034
Liabilities. Value of operating payables at beginning of year2010-12-31$53,285
Total non interest bearing cash at end of year2010-12-31$45,681
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$13,299,141
Value of net assets at end of year (total assets less liabilities)2010-12-31$80,097,444
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$66,798,303
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$180,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$70,143,711
Value of interest in pooled separate accounts at end of year2010-12-31$2,694,220
Interest earned on other investments2010-12-31$232,752
Income. Interest from US Government securities2010-12-31$83,111
Income. Interest from corporate debt instruments2010-12-31$282,906
Value of interest in common/collective trusts at end of year2010-12-31$368,780
Value of interest in common/collective trusts at beginning of year2010-12-31$355,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,281,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,281,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,982,015
Asset value of US Government securities at beginning of year2010-12-31$12,417,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,633,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,830,004
Income. Dividends from common stock2010-12-31$109,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,086,577
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$21,255,747
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$27,312,710
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
Aggregate proceeds on sale of assets2010-12-31$160,163,247
Aggregate carrying amount (costs) on sale of assets2010-12-31$158,075,030
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUSQUEHANNA HEALTH SYSTEM RETIREMENT INCOME PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080399
Policy instance 1
Insurance contract or identification numberTT080399
Number of Individuals Covered3028
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080399
Policy instance 1
Insurance contract or identification numberTT080399
Number of Individuals Covered2930
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080399
Policy instance 1
Insurance contract or identification numberTT080399
Number of Individuals Covered2856
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080399
Policy instance 1
Insurance contract or identification numberTT080399
Number of Individuals Covered2848
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080399
Policy instance 1
Insurance contract or identification numberTT080399
Number of Individuals Covered3108
Insurance policy start date2010-04-15
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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