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STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 401k Plan overview

Plan NameSTEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT)
Plan identification number 001

STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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).
  • 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

STEWARD GOOD SAMARITAN MEDICAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEWARD GOOD SAMARITAN MEDICAL CENTER, INC.
Employer identification number (EIN):272473728
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01DEBORAH BRADSHAW
0012013-01-01DEBORAH BRADSHAW
0012012-01-01MELINDA BRAITHWAITE
0012011-01-01STUART GRIEF

Plan Statistics for STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT)

401k plan membership statisitcs for STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT)

Measure Date Value
2015: STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2015 401k membership
Total participants, beginning-of-year2015-01-01937
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2014 401k membership
Total participants, beginning-of-year2014-01-01958
Total number of active participants reported on line 7a of the Form 55002014-01-01335
Number of retired or separated participants receiving benefits2014-01-01240
Number of other retired or separated participants entitled to future benefits2014-01-01340
Total of all active and inactive participants2014-01-01915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2013 401k membership
Total participants, beginning-of-year2013-01-01993
Total number of active participants reported on line 7a of the Form 55002013-01-01349
Number of retired or separated participants receiving benefits2013-01-01226
Number of other retired or separated participants entitled to future benefits2013-01-01364
Total of all active and inactive participants2013-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0119
Total participants2013-01-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2012 401k membership
Total participants, beginning-of-year2012-01-011,027
Total number of active participants reported on line 7a of the Form 55002012-01-01407
Number of retired or separated participants receiving benefits2012-01-01223
Number of other retired or separated participants entitled to future benefits2012-01-01340
Total of all active and inactive participants2012-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2011 401k membership
Total participants, beginning-of-year2011-01-011,056
Total number of active participants reported on line 7a of the Form 55002011-01-01424
Number of retired or separated participants receiving benefits2011-01-01225
Number of other retired or separated participants entitled to future benefits2011-01-01358
Total of all active and inactive participants2011-01-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0120
Total participants2011-01-011,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT)

Measure Date Value
2015 : STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-15$0
Total transfer of assets from this plan2015-12-15$21,583,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-15$0
Total income from all sources (including contributions)2015-12-15$939,271
Total loss/gain on sale of assets2015-12-15$0
Total of all expenses incurred2015-12-15$1,868,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-15$1,645,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-15$1,107,505
Value of total assets at end of year2015-12-15$0
Value of total assets at beginning of year2015-12-15$22,512,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-15$222,820
Total interest from all sources2015-12-15$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-15$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-15No
Administrative expenses professional fees incurred2015-12-15$18,192
Was this plan covered by a fidelity bond2015-12-15Yes
Value of fidelity bond cover2015-12-15$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-15$0
Were there any nonexempt tranactions with any party-in-interest2015-12-15No
Administrative expenses (other) incurred2015-12-15$187,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-15No
Value of net income/loss2015-12-15$-929,367
Value of net assets at end of year (total assets less liabilities)2015-12-15$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-15$22,512,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-15No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-15No
Were any leases to which the plan was party in default or uncollectible2015-12-15No
Investment advisory and management fees2015-12-15$17,266
Value of interest in pooled separate accounts at end of year2015-12-15$0
Value of interest in pooled separate accounts at beginning of year2015-12-15$22,258,874
Net investment gain/loss from pooled separate accounts2015-12-15$-168,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-15Yes
Was there a failure to transmit to the plan any participant contributions2015-12-15No
Has the plan failed to provide any benefit when due under the plan2015-12-15No
Contributions received in cash from employer2015-12-15$1,107,505
Employer contributions (assets) at end of year2015-12-15$0
Employer contributions (assets) at beginning of year2015-12-15$253,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-15$1,645,818
Did the plan have assets held for investment2015-12-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-15Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-15Yes
Opinion of an independent qualified public accountant for this plan2015-12-15Disclaimer
Accountancy firm name2015-12-15BDO USA, LLP
Accountancy firm EIN2015-12-15135381590
2014 : STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$2,807,880
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,682,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,415,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,016,293
Value of total assets at end of year2014-12-31$22,512,797
Value of total assets at beginning of year2014-12-31$22,387,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$266,803
Total interest from all sources2014-12-31$0
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
Administrative expenses professional fees incurred2014-12-31$96,946
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Administrative expenses (other) incurred2014-12-31$152,334
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$125,154
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,512,797
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,387,643
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$22,258,874
Value of interest in pooled separate accounts at beginning of year2014-12-31$22,214,013
Net investment gain/loss from pooled separate accounts2014-12-31$1,791,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,016,293
Employer contributions (assets) at end of year2014-12-31$253,923
Employer contributions (assets) at beginning of year2014-12-31$173,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,415,923
Contract administrator fees2014-12-31$17,523
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 name2014-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2014-12-31042684828
2013 : STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,807,349
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,798,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,658,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,083,630
Value of total assets at end of year2013-12-31$22,387,643
Value of total assets at beginning of year2013-12-31$21,378,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$139,969
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$11,898
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Administrative expenses (other) incurred2013-12-31$118,173
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$1,009,100
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,387,643
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,378,543
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
Value of interest in pooled separate accounts at end of year2013-12-31$22,214,013
Value of interest in pooled separate accounts at beginning of year2013-12-31$20,257,457
Net investment gain/loss from pooled separate accounts2013-12-31$2,723,719
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$1,083,630
Employer contributions (assets) at end of year2013-12-31$173,630
Employer contributions (assets) at beginning of year2013-12-31$1,121,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,658,280
Contract administrator fees2013-12-31$9,898
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 name2013-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2013-12-31042684828
2012 : STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,000,460
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,260,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,123,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,916,086
Value of total assets at end of year2012-12-31$21,378,543
Value of total assets at beginning of year2012-12-31$19,638,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$136,592
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$18,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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 income not declared elsewhere2012-12-31$2,244
Administrative expenses (other) incurred2012-12-31$118,592
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$1,740,392
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,378,543
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,638,151
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
Value of interest in pooled separate accounts at end of year2012-12-31$20,257,457
Value of interest in pooled separate accounts at beginning of year2012-12-31$19,298,261
Net investment gain/loss from pooled separate accounts2012-12-31$2,082,130
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$1,916,086
Employer contributions (assets) at end of year2012-12-31$1,121,086
Employer contributions (assets) at beginning of year2012-12-31$339,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,123,476
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 name2012-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2012-12-31042684828
2011 : STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,035,914
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,872,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,747,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,089,890
Value of total assets at end of year2011-12-31$19,638,151
Value of total assets at beginning of year2011-12-31$19,475,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$125,284
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$31,676
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Administrative expenses (other) incurred2011-12-31$93,608
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$162,942
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,638,151
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,475,209
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
Value of interest in pooled separate accounts at end of year2011-12-31$19,298,261
Value of interest in pooled separate accounts at beginning of year2011-12-31$18,918,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$946,024
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$1,089,890
Employer contributions (assets) at end of year2011-12-31$339,890
Employer contributions (assets) at beginning of year2011-12-31$556,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,747,688
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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 name2011-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2011-12-31042684828
2010 : STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$750,199
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$374,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$342,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$556,605
Value of total assets at end of year2010-12-31$19,475,209
Value of total assets at beginning of year2010-12-31$19,099,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,943
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$31,943
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
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$375,488
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,475,209
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,099,721
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
Value of interest in pooled separate accounts at end of year2010-12-31$18,918,604
Value of interest in pooled separate accounts at beginning of year2010-12-31$19,099,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$193,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$556,605
Employer contributions (assets) at end of year2010-12-31$556,605
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$342,768
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2010-12-31042684828

Form 5500 Responses for STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT)

2015: STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 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 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEWARD GOOD SAMARITAN MEDICAL CENTER EMPLOYEE RETIREMENT PARTNERSHIP PLAN (DEFINED BENEFIT COMPONENT) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13028
Policy instance 1
Insurance contract or identification numberSA 13028
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-15
Total amount of commissions paid to insurance brokerUSD $32,969
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?Yes
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 $32,969
Insurance broker organization code?3
Insurance broker nameFIRST REPUBLIC SECURITIES CO.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13028
Policy instance 1
Insurance contract or identification numberSA 13028
Number of Individuals Covered937
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $32,762
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?Yes
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 $26,268
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERV INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13028
Policy instance 1
Insurance contract or identification numberSA 13028
Number of Individuals Covered958
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $260,208
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?Yes
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 $260,208
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERV INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13028
Policy instance 1
Insurance contract or identification numberSA 13028
Number of Individuals Covered993
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $38,901
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?Yes
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 $38,901
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERV INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13028
Policy instance 1
Insurance contract or identification numberSA 13028
Number of Individuals Covered1027
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $27,902
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 13028
Policy instance 1
Insurance contract or identification numberSA 13028
Number of Individuals Covered1056
Insurance policy start date2010-11-06
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,296
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

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