Logo

HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 401k Plan overview

Plan NameHEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN
Plan identification number 001

HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

THE HEART HOSPITAL AT DEACONESS GATEWAY has sponsored the creation of one or more 401k plans.

Company Name:THE HEART HOSPITAL AT DEACONESS GATEWAY
Employer identification number (EIN):261766835
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about THE HEART HOSPITAL AT DEACONESS GATEWAY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4471048

More information about THE HEART HOSPITAL AT DEACONESS GATEWAY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01T. HOEFLING2019-09-13 T. HOEFLING2019-09-13
0012017-01-01
0012016-01-01
0012015-01-01T. HOEFLING T. HOEFLING2016-10-13
0012014-01-01T. SILVA T. SILVA2015-10-14

Plan Statistics for HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN

401k plan membership statisitcs for HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN

Measure Date Value
2018: HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01281
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-01183
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01268
Number of participants with account balances2017-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01208
Total number of active participants reported on line 7a of the Form 55002016-01-01171
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01233
Number of participants with account balances2016-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01166
Total number of active participants reported on line 7a of the Form 55002015-01-01162
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01207
Number of participants with account balances2015-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01149
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01161
Number of participants with account balances2014-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016

Financial Data on HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN

Measure Date Value
2018 : HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-11-30$0
Total transfer of assets from this plan2018-11-30$8,309,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$0
Total income from all sources (including contributions)2018-11-30$350,750
Total loss/gain on sale of assets2018-11-30$0
Total of all expenses incurred2018-11-30$744,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$715,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$501,580
Value of total assets at end of year2018-11-30$0
Value of total assets at beginning of year2018-11-30$8,703,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$29,360
Total interest from all sources2018-11-30$5,840
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-11-30$0
Administrative expenses professional fees incurred2018-11-30$4,964
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$500,000
If this is an individual account plan, was there a blackout period2018-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Contributions received from participants2018-11-30$486,102
Participant contributions at end of year2018-11-30$0
Participant contributions at beginning of year2018-11-30$194,467
Participant contributions at end of year2018-11-30$0
Participant contributions at beginning of year2018-11-30$3
Income. Received or receivable in cash from other sources (including rollovers)2018-11-30$15,478
Administrative expenses (other) incurred2018-11-30$24,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$-393,687
Value of net assets at end of year (total assets less liabilities)2018-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$8,703,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Value of interest in pooled separate accounts at end of year2018-11-30$0
Value of interest in pooled separate accounts at beginning of year2018-11-30$7,697,929
Interest on participant loans2018-11-30$5,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-11-30$351,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-30$-156,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30No
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Contributions received in cash from employer2018-11-30$0
Employer contributions (assets) at end of year2018-11-30$0
Employer contributions (assets) at beginning of year2018-11-30$459,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$715,077
Did the plan have assets held for investment2018-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30Yes
Opinion of an independent qualified public accountant for this plan2018-11-30Disclaimer
Accountancy firm name2018-11-30BLUE & CO., LLC
Accountancy firm EIN2018-11-30351178661
2017 : HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,208,353
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$355,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$351,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,062,191
Value of total assets at end of year2017-12-31$8,703,395
Value of total assets at beginning of year2017-12-31$6,850,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,629
Total interest from all sources2017-12-31$7,079
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$4,629
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$577,077
Participant contributions at end of year2017-12-31$194,467
Participant contributions at beginning of year2017-12-31$145,337
Participant contributions at end of year2017-12-31$3
Participant contributions at beginning of year2017-12-31$19,295
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,077
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$1,852,506
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,703,395
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,850,889
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
Value of interest in pooled separate accounts at end of year2017-12-31$7,697,929
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,833,357
Interest on participant loans2017-12-31$7,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$351,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$456,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,139,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$459,037
Employer contributions (assets) at end of year2017-12-31$459,037
Employer contributions (assets) at beginning of year2017-12-31$396,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$351,218
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
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 name2017-12-31BLUE & CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : HEART HOSPITAL AT DEACONESS GATEWAY 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,365,883
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$370,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$365,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$988,493
Value of total assets at end of year2016-12-31$6,850,889
Value of total assets at beginning of year2016-12-31$5,855,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,639
Total interest from all sources2016-12-31$6,538
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
Administrative expenses professional fees incurred2016-12-31$4,639
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$514,995
Participant contributions at end of year2016-12-31$145,337
Participant contributions at beginning of year2016-12-31$205,118
Participant contributions at end of year2016-12-31$19,295
Participant contributions at beginning of year2016-12-31$17,217
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$84,561
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$995,442
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,850,889
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,855,447
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
Value of interest in pooled separate accounts at end of year2016-12-31$5,833,357
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,669,195
Interest on participant loans2016-12-31$6,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$456,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$514,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$370,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$388,937
Employer contributions (assets) at end of year2016-12-31$396,155
Employer contributions (assets) at beginning of year2016-12-31$449,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$365,802
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
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 name2016-12-31BLUE & CO., LLC
Accountancy firm EIN2016-12-31351178661
2015 : HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$960,579
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$338,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$330,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,043,545
Value of total assets at end of year2015-12-31$5,855,447
Value of total assets at beginning of year2015-12-31$5,232,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,616
Total interest from all sources2015-12-31$6,198
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,616
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$471,221
Participant contributions at end of year2015-12-31$205,118
Participant contributions at beginning of year2015-12-31$154,305
Participant contributions at end of year2015-12-31$17,217
Participant contributions at beginning of year2015-12-31$4,939
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$122,601
Other income not declared elsewhere2015-12-31$3,827
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$622,560
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,855,447
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,232,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,669,195
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,197,812
Interest on participant loans2015-12-31$6,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$514,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$462,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-92,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$449,723
Employer contributions (assets) at end of year2015-12-31$449,723
Employer contributions (assets) at beginning of year2015-12-31$413,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$330,403
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 name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31351178661
2014 : HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$4,200,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,323,629
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$291,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$285,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,127,965
Value of total assets at end of year2014-12-31$5,232,887
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,900
Total interest from all sources2014-12-31$5,107
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$405,854
Participant contributions at end of year2014-12-31$154,305
Participant contributions at end of year2014-12-31$4,939
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$45,293
Other income not declared elsewhere2014-12-31$2,995
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$1,032,525
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,232,887
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,197,812
Interest on participant loans2014-12-31$5,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$462,469
Net investment gain/loss from pooled separate accounts2014-12-31$187,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$676,818
Employer contributions (assets) at end of year2014-12-31$413,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$285,204
Contract administrator fees2014-12-31$5,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31BLUE & CO., LLC
Accountancy firm EIN2014-12-31351178661

Form 5500 Responses for HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN

2018: HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEART HOSPITAL AT DEACONESS GATEWAY 401(K) 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 filingNo
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEART HOSPITAL AT DEACONESS GATEWAY 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEART HOSPITAL AT DEACONESS GATEWAY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number80850
Policy instance 1
Insurance contract or identification number80850
Number of Individuals Covered216
Insurance policy start date2018-01-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $20,541
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 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
Commission paid to Insurance BrokerUSD $16,980
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number80850
Policy instance 1
Insurance contract or identification number80850
Number of Individuals Covered258
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,649
Total amount of fees paid to insurance companyUSD $3,592
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 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
Commission paid to Insurance BrokerUSD $17,185
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY LLC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1