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UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameUPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN
Plan identification number 001

UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

UPMC HAMOT SURGERY CENTER, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:UPMC HAMOT SURGERY CENTER, L.L.C.
Employer identification number (EIN):251863661
NAIC Classification:621493
NAIC Description:Freestanding Ambulatory Surgical and Emergency Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01TEVA EILER
0012017-07-01
0012016-07-01TEVA EILER
0012016-07-01
0012015-07-01PETER OGDEN
0012014-07-01TEVA EILER
0012013-07-01TEVA EILER
0012012-07-01TEVA EILER TEVA EILER2014-01-21
0012011-07-01TEVA EILER
0012010-07-01TEVA EILER2011-11-14 TEVA EILER2011-11-14

Plan Statistics for UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN

Measure Date Value
2022: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01117
Total number of active participants reported on line 7a of the Form 55002022-07-0186
Number of retired or separated participants receiving benefits2022-07-011
Number of other retired or separated participants entitled to future benefits2022-07-0146
Total of all active and inactive participants2022-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01133
Number of participants with account balances2022-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-017
2021: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01120
Total number of active participants reported on line 7a of the Form 55002021-07-0179
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0137
Total of all active and inactive participants2021-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01117
Number of participants with account balances2021-07-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01103
Total number of active participants reported on line 7a of the Form 55002020-07-0187
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0132
Total of all active and inactive participants2020-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01120
Number of participants with account balances2020-07-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0191
Total number of active participants reported on line 7a of the Form 55002019-07-0175
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0127
Total of all active and inactive participants2019-07-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01103
Number of participants with account balances2019-07-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-012
2018: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0194
Total number of active participants reported on line 7a of the Form 55002018-07-0180
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-0110
Total of all active and inactive participants2018-07-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0191
Number of participants with account balances2018-07-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
2017: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0197
Total number of active participants reported on line 7a of the Form 55002017-07-0185
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-019
Total of all active and inactive participants2017-07-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0194
Number of participants with account balances2017-07-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0197
Total number of active participants reported on line 7a of the Form 55002016-07-0191
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-016
Total of all active and inactive participants2016-07-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0197
Number of participants with account balances2016-07-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0188
Total number of active participants reported on line 7a of the Form 55002015-07-0189
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-018
Total of all active and inactive participants2015-07-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0197
Number of participants with account balances2015-07-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0190
Total number of active participants reported on line 7a of the Form 55002014-07-0182
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-016
Total of all active and inactive participants2014-07-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0188
Number of participants with account balances2014-07-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0194
Total number of active participants reported on line 7a of the Form 55002013-07-0184
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-016
Total of all active and inactive participants2013-07-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0190
Number of participants with account balances2013-07-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01105
Total number of active participants reported on line 7a of the Form 55002012-07-0188
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-016
Total of all active and inactive participants2012-07-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0194
Number of participants with account balances2012-07-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0186
Total number of active participants reported on line 7a of the Form 55002011-07-0183
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0122
Total of all active and inactive participants2011-07-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01105
Number of participants with account balances2011-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN

Measure Date Value
2023 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-06-30$0
Total plan liabilities at end of year2023-06-30$0
Total plan liabilities at beginning of year2023-06-30$0
Total income from all sources2023-06-30$589,891
Expenses. Total of all expenses incurred2023-06-30$35,785
Benefits paid (including direct rollovers)2023-06-30$35,510
Total plan assets at end of year2023-06-30$3,299,494
Total plan assets at beginning of year2023-06-30$2,745,388
Assets. Value of tangible personal property2023-06-30$0
Total contributions received or receivable from participants2023-06-30$203,290
Assets. Value of loans (other than to participants)2023-06-30$0
Expenses. Other expenses not covered elsewhere2023-06-30$0
Contributions received from other sources (not participants or employers)2023-06-30$8,819
Other income received2023-06-30$324,563
Noncash contributions received2023-06-30$0
Net income (gross income less expenses)2023-06-30$554,106
Net plan assets at end of year (total assets less liabilities)2023-06-30$3,299,494
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$2,745,388
Assets. Value of participant loans2023-06-30$11,476
Assets. Value of assets in partnership/joint-venture interests2023-06-30$0
Assets. Value of real-estate (other than employer real property)2023-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-06-30$14,285
Assets. Value of employer securities2023-06-30$0
Assets. Value of employer real property2023-06-30$0
Total contributions received or receivable from employer(s)2023-06-30$53,219
Value of certain deemed distributions of participant loans2023-06-30$0
Value of corrective distributions2023-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$275
2022 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$-249,750
Expenses. Total of all expenses incurred2022-06-30$992,764
Benefits paid (including direct rollovers)2022-06-30$992,533
Total plan assets at end of year2022-06-30$2,745,388
Total plan assets at beginning of year2022-06-30$3,987,902
Assets. Value of tangible personal property2022-06-30$0
Total contributions received or receivable from participants2022-06-30$169,428
Assets. Value of loans (other than to participants)2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$53,376
Other income received2022-06-30$-527,282
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$-1,242,514
Net plan assets at end of year (total assets less liabilities)2022-06-30$2,745,388
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$3,987,902
Assets. Value of participant loans2022-06-30$19,308
Assets. Value of assets in partnership/joint-venture interests2022-06-30$0
Assets. Value of real-estate (other than employer real property)2022-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-06-30$14,285
Assets. Value of employer securities2022-06-30$0
Assets. Value of employer real property2022-06-30$0
Total contributions received or receivable from employer(s)2022-06-30$54,728
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$231
2021 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$1,209,675
Expenses. Total of all expenses incurred2021-06-30$355,013
Benefits paid (including direct rollovers)2021-06-30$354,813
Total plan assets at end of year2021-06-30$3,987,902
Total plan assets at beginning of year2021-06-30$3,133,240
Total contributions received or receivable from participants2021-06-30$157,587
Expenses. Other expenses not covered elsewhere2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$78,866
Other income received2021-06-30$924,464
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$854,662
Net plan assets at end of year (total assets less liabilities)2021-06-30$3,987,902
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$3,133,240
Assets. Value of participant loans2021-06-30$32,813
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-06-30$14,285
Total contributions received or receivable from employer(s)2021-06-30$48,758
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$200
2020 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$243,956
Expenses. Total of all expenses incurred2020-06-30$446,590
Benefits paid (including direct rollovers)2020-06-30$446,202
Total plan assets at end of year2020-06-30$3,133,240
Total plan assets at beginning of year2020-06-30$3,335,874
Value of fidelity bond covering the plan2020-06-30$0
Assets. Value of tangible personal property2020-06-30$0
Total contributions received or receivable from participants2020-06-30$152,012
Assets. Value of loans (other than to participants)2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$6,421
Other income received2020-06-30$38,855
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$-202,634
Net plan assets at end of year (total assets less liabilities)2020-06-30$3,133,240
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$3,335,874
Assets. Value of participant loans2020-06-30$54,372
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-06-30$0
Assets. Value of assets in partnership/joint-venture interests2020-06-30$0
Assets. Value of real-estate (other than employer real property)2020-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-06-30$14,285
Assets. Value of employer securities2020-06-30$0
Assets. Value of employer real property2020-06-30$0
Total contributions received or receivable from employer(s)2020-06-30$46,668
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$388
2019 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$425,224
Expenses. Total of all expenses incurred2019-06-30$650,379
Benefits paid (including direct rollovers)2019-06-30$649,710
Total plan assets at end of year2019-06-30$3,335,874
Total plan assets at beginning of year2019-06-30$3,561,029
Value of fidelity bond covering the plan2019-06-30$0
Total contributions received or receivable from participants2019-06-30$157,258
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$63,972
Other income received2019-06-30$151,069
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$-225,155
Net plan assets at end of year (total assets less liabilities)2019-06-30$3,335,874
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$3,561,029
Assets. Value of participant loans2019-06-30$60,788
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-06-30$14,285
Total contributions received or receivable from employer(s)2019-06-30$52,925
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$669
2018 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-06-30$0
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$525,919
Expenses. Total of all expenses incurred2018-06-30$551,017
Benefits paid (including direct rollovers)2018-06-30$550,486
Total plan assets at end of year2018-06-30$3,561,029
Total plan assets at beginning of year2018-06-30$3,586,127
Total contributions received or receivable from participants2018-06-30$148,971
Expenses. Other expenses not covered elsewhere2018-06-30$0
Contributions received from other sources (not participants or employers)2018-06-30$43,957
Other income received2018-06-30$275,176
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$-25,098
Net plan assets at end of year (total assets less liabilities)2018-06-30$3,561,029
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$3,586,127
Assets. Value of participant loans2018-06-30$55,256
Total contributions received or receivable from employer(s)2018-06-30$57,815
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$531
2017 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$699,694
Expenses. Total of all expenses incurred2017-06-30$587,808
Benefits paid (including direct rollovers)2017-06-30$576,701
Total plan assets at end of year2017-06-30$3,586,127
Total plan assets at beginning of year2017-06-30$3,474,241
Total contributions received or receivable from participants2017-06-30$155,448
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$58,197
Other income received2017-06-30$436,664
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$111,886
Net plan assets at end of year (total assets less liabilities)2017-06-30$3,586,127
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$3,474,241
Assets. Value of participant loans2017-06-30$29,139
Total contributions received or receivable from employer(s)2017-06-30$49,385
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$10,563
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$544
2016 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$219,671
Expenses. Total of all expenses incurred2016-06-30$122,252
Benefits paid (including direct rollovers)2016-06-30$112,075
Total plan assets at end of year2016-06-30$3,474,241
Total plan assets at beginning of year2016-06-30$3,376,822
Total contributions received or receivable from participants2016-06-30$130,537
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$75,895
Other income received2016-06-30$-40,422
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$97,419
Net plan assets at end of year (total assets less liabilities)2016-06-30$3,474,241
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$3,376,822
Assets. Value of participant loans2016-06-30$22,478
Total contributions received or receivable from employer(s)2016-06-30$53,661
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$9,677
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$500
2015 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$307,489
Expenses. Total of all expenses incurred2015-06-30$127,304
Benefits paid (including direct rollovers)2015-06-30$126,579
Total plan assets at end of year2015-06-30$3,376,822
Total plan assets at beginning of year2015-06-30$3,196,637
Total contributions received or receivable from participants2015-06-30$146,680
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$29,491
Other income received2015-06-30$71,901
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$180,185
Net plan assets at end of year (total assets less liabilities)2015-06-30$3,376,822
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$3,196,637
Assets. Value of participant loans2015-06-30$34,016
Total contributions received or receivable from employer(s)2015-06-30$59,417
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$725
2014 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total income from all sources2014-06-30$598,167
Expenses. Total of all expenses incurred2014-06-30$89,086
Benefits paid (including direct rollovers)2014-06-30$88,686
Total plan assets at end of year2014-06-30$3,196,637
Total plan assets at beginning of year2014-06-30$2,687,556
Total contributions received or receivable from participants2014-06-30$160,945
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$389,342
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$509,081
Net plan assets at end of year (total assets less liabilities)2014-06-30$3,196,637
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,687,556
Assets. Value of participant loans2014-06-30$31,345
Total contributions received or receivable from employer(s)2014-06-30$47,880
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$400
2013 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-06-30$446,827
Expenses. Total of all expenses incurred2013-06-30$121,158
Benefits paid (including direct rollovers)2013-06-30$120,689
Total plan assets at end of year2013-06-30$2,687,556
Total plan assets at beginning of year2013-06-30$2,361,887
Total contributions received or receivable from participants2013-06-30$156,664
Contributions received from other sources (not participants or employers)2013-06-30$4,773
Other income received2013-06-30$231,848
Net income (gross income less expenses)2013-06-30$325,669
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,687,556
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,361,887
Assets. Value of participant loans2013-06-30$14,870
Total contributions received or receivable from employer(s)2013-06-30$53,542
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$469
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-06-30$386,040
Expenses. Total of all expenses incurred2012-06-30$345,976
Benefits paid (including direct rollovers)2012-06-30$343,073
Total plan assets at end of year2012-06-30$2,361,887
Total plan assets at beginning of year2012-06-30$2,321,823
Total contributions received or receivable from participants2012-06-30$119,391
Contributions received from other sources (not participants or employers)2012-06-30$45,461
Other income received2012-06-30$152,081
Net income (gross income less expenses)2012-06-30$40,064
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,361,887
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,321,823
Assets. Value of participant loans2012-06-30$37,732
Total contributions received or receivable from employer(s)2012-06-30$69,107
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$2,903
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0

Form 5500 Responses for UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN

2022: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingNo
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingNo
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UPMC HAMOT SURGERY CENTER 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61814
Policy instance 1
Insurance contract or identification number61814
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2020-07-02
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61814
Policy instance 1
Insurance contract or identification number61814
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61814
Policy instance 1
Insurance contract or identification number61814
Number of Individuals Covered5
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61814
Policy instance 1
Insurance contract or identification number61814
Number of Individuals Covered5
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61814
Policy instance 1
Insurance contract or identification number61814
Number of Individuals Covered5
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61814
Policy instance 1
Insurance contract or identification number61814
Number of Individuals Covered7
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61814
Policy instance 1
Insurance contract or identification number61814
Number of Individuals Covered8
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61814
Policy instance 1
Insurance contract or identification number61814
Number of Individuals Covered40
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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