THE UNION HOSPITAL ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNION HOSPITAL 403(B) SAVINGS PLAN
Measure | Date | Value |
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2022 : UNION HOSPITAL 403(B) SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-6,132,514 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,375,941 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,303,681 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,254,811 |
Value of total assets at end of year | 2022-12-31 | $67,482,589 |
Value of total assets at beginning of year | 2022-12-31 | $78,991,044 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $71,246 |
Total interest from all sources | 2022-12-31 | $44,818 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,645,386 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,645,386 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,180,472 |
Participant contributions at end of year | 2022-12-31 | $731,229 |
Participant contributions at beginning of year | 2022-12-31 | $575,382 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $235,585 |
Other income not declared elsewhere | 2022-12-31 | $6,134 |
Administrative expenses (other) incurred | 2022-12-31 | $41,985 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-11,508,455 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $67,482,589 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $78,991,044 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $1,915 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $61,332,283 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $72,036,869 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $134,490 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $186,847 |
Interest on participant loans | 2022-12-31 | $28,514 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,026,463 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,029,758 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,029,758 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $16,304 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $4,258,124 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $5,162,188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,058,220 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-25,443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,838,754 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,303,681 |
Contract administrator fees | 2022-12-31 | $27,346 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2022-12-31 | 431947695 |
2021 : UNION HOSPITAL 403(B) SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $18,034,811 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,535,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,473,061 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $36,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,726,575 |
Value of total assets at end of year | 2021-12-31 | $78,991,044 |
Value of total assets at beginning of year | 2021-12-31 | $68,491,794 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $25,928 |
Total interest from all sources | 2021-12-31 | $91,201 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,429,389 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,429,389 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,913,102 |
Participant contributions at end of year | 2021-12-31 | $575,382 |
Participant contributions at beginning of year | 2021-12-31 | $448,332 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,170,079 |
Other income not declared elsewhere | 2021-12-31 | $9,665 |
Administrative expenses (other) incurred | 2021-12-31 | $4,828 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $10,499,250 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $78,991,044 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $68,491,794 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $72,036,869 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $62,113,807 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $186,847 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $170,163 |
Interest on participant loans | 2021-12-31 | $26,597 |
Interest earned on other investments | 2021-12-31 | $64,592 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,029,758 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $176,756 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $176,756 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $12 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $5,162,188 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $5,582,736 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,751,440 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $26,541 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,643,394 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,473,061 |
Contract administrator fees | 2021-12-31 | $21,100 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : UNION HOSPITAL 403(B) SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $16,075,830 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $9,315,197 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,148,889 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $66,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,958,727 |
Value of total assets at end of year | 2020-12-31 | $68,491,794 |
Value of total assets at beginning of year | 2020-12-31 | $61,731,161 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $99,722 |
Total interest from all sources | 2020-12-31 | $48,586 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,908,775 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,908,775 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,762,087 |
Participant contributions at end of year | 2020-12-31 | $448,332 |
Participant contributions at beginning of year | 2020-12-31 | $446,385 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $549,341 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $2,358 |
Other income not declared elsewhere | 2020-12-31 | $13,398 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,760,633 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $68,491,794 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $61,731,161 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $7,876 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $62,113,807 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $54,406,966 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $170,163 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $6,704,270 |
Interest on participant loans | 2020-12-31 | $23,096 |
Interest earned on other investments | 2020-12-31 | $25,476 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $176,756 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $14 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $5,582,736 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $171,182 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,098,926 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $47,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,647,299 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $9,148,889 |
Contract administrator fees | 2020-12-31 | $91,846 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2020-12-31 | 431947695 |
2019 : UNION HOSPITAL 403(B) SAVINGS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $17,424,732 |
Total income from all sources (including contributions) | 2019-12-31 | $17,424,732 |
Total of all expenses incurred | 2019-12-31 | $5,792,863 |
Total of all expenses incurred | 2019-12-31 | $5,792,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,436,520 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,436,520 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,524,820 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,524,820 |
Value of total assets at end of year | 2019-12-31 | $61,731,161 |
Value of total assets at end of year | 2019-12-31 | $61,731,161 |
Value of total assets at beginning of year | 2019-12-31 | $50,099,292 |
Value of total assets at beginning of year | 2019-12-31 | $50,099,292 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $356,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $356,343 |
Total interest from all sources | 2019-12-31 | $30,613 |
Total interest from all sources | 2019-12-31 | $30,613 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $830,784 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $830,784 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $830,784 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $830,784 |
Administrative expenses professional fees incurred | 2019-12-31 | $51,500 |
Administrative expenses professional fees incurred | 2019-12-31 | $51,500 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,631,779 |
Contributions received from participants | 2019-12-31 | $3,631,779 |
Participant contributions at end of year | 2019-12-31 | $446,385 |
Participant contributions at end of year | 2019-12-31 | $446,385 |
Participant contributions at beginning of year | 2019-12-31 | $304,917 |
Participant contributions at beginning of year | 2019-12-31 | $304,917 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $350,174 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $350,174 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,358 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,358 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $952 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $952 |
Administrative expenses (other) incurred | 2019-12-31 | $288,713 |
Administrative expenses (other) incurred | 2019-12-31 | $288,713 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $11,631,869 |
Value of net income/loss | 2019-12-31 | $11,631,869 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $61,731,161 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $61,731,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $50,099,292 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $50,099,292 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $16,130 |
Investment advisory and management fees | 2019-12-31 | $16,130 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $54,406,966 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $54,406,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $41,643,739 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $6,704,270 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $6,704,270 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $7,977,864 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $7,977,864 |
Interest on participant loans | 2019-12-31 | $18,349 |
Interest on participant loans | 2019-12-31 | $18,349 |
Interest earned on other investments | 2019-12-31 | $12,264 |
Interest earned on other investments | 2019-12-31 | $12,264 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $171,182 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $171,182 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $171,820 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,667,136 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,667,136 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $371,379 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $371,379 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,542,867 |
Contributions received in cash from employer | 2019-12-31 | $2,542,867 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,436,520 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,436,520 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BLUE & CO., LLC |
Accountancy firm name | 2019-12-31 | BLUE & CO., LLC |
Accountancy firm EIN | 2019-12-31 | 351178661 |
Accountancy firm EIN | 2019-12-31 | 351178661 |
2018 : UNION HOSPITAL 403(B) SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $1,021,813 |
Total of all expenses incurred | 2018-12-31 | $3,377,589 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,208,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,661,190 |
Value of total assets at end of year | 2018-12-31 | $50,099,292 |
Value of total assets at beginning of year | 2018-12-31 | $52,455,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $169,114 |
Total interest from all sources | 2018-12-31 | $16,207 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $747,783 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $747,783 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,570,851 |
Participant contributions at end of year | 2018-12-31 | $304,917 |
Participant contributions at beginning of year | 2018-12-31 | $300,945 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $90,339 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $952 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $867 |
Administrative expenses (other) incurred | 2018-12-31 | $137,561 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,355,776 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $50,099,292 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $52,455,068 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $31,553 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $41,643,739 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $44,089,883 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $7,977,864 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $7,929,964 |
Interest on participant loans | 2018-12-31 | $14,250 |
Interest earned on other investments | 2018-12-31 | $1,957 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $171,820 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $133,409 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,576,954 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $173,587 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,208,475 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BLUE & CO. LLC |
Accountancy firm EIN | 2018-12-31 | 351178661 |
2017 : UNION HOSPITAL 403(B) SAVINGS PLAN 2017 401k financial data |
---|
Total transfer of assets to this plan | 2017-12-31 | $4,902 |
Total income from all sources (including contributions) | 2017-12-31 | $10,927,393 |
Total of all expenses incurred | 2017-12-31 | $3,478,216 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,317,723 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $5,883 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,207,465 |
Value of total assets at end of year | 2017-12-31 | $52,455,068 |
Value of total assets at beginning of year | 2017-12-31 | $45,000,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $154,610 |
Total interest from all sources | 2017-12-31 | $27,865 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $598,388 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $598,388 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,553,747 |
Participant contributions at end of year | 2017-12-31 | $300,945 |
Participant contributions at beginning of year | 2017-12-31 | $372,991 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $653,718 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $867 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $317 |
Administrative expenses (other) incurred | 2017-12-31 | $124,776 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,449,177 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $52,455,068 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $45,000,989 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $29,834 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $44,089,883 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $36,453,343 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $7,929,964 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $8,066,322 |
Interest on participant loans | 2017-12-31 | $25,844 |
Interest earned on other investments | 2017-12-31 | $2,021 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $133,409 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $108,016 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,915,470 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $178,205 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,317,723 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BLUE & CO. LLC |
Accountancy firm EIN | 2017-12-31 | 351178661 |
2016 : UNION HOSPITAL 403(B) SAVINGS PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $6,924,086 |
Total of all expenses incurred | 2016-12-31 | $3,091,471 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,971,183 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,570,656 |
Value of total assets at end of year | 2016-12-31 | $45,000,989 |
Value of total assets at beginning of year | 2016-12-31 | $41,168,374 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $120,288 |
Total interest from all sources | 2016-12-31 | $15,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $498,459 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $498,459 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,566,590 |
Participant contributions at end of year | 2016-12-31 | $372,991 |
Participant contributions at beginning of year | 2016-12-31 | $213,829 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,904 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $317 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $256 |
Administrative expenses (other) incurred | 2016-12-31 | $91,886 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,832,615 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $45,000,989 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $41,168,374 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $28,402 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $36,453,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $32,723,037 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $8,066,322 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $8,154,152 |
Interest on participant loans | 2016-12-31 | $11,407 |
Interest earned on other investments | 2016-12-31 | $3,757 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $108,016 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $77,100 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,746,626 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $93,181 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $162 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,971,183 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BLUE & CO., LLC |
Accountancy firm EIN | 2016-12-31 | 351178661 |
2015 : UNION HOSPITAL 403(B) SAVINGS PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-12-31 | $4,159,625 |
Total of all expenses incurred | 2015-12-31 | $4,085,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,965,371 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,220,216 |
Value of total assets at end of year | 2015-12-31 | $41,168,374 |
Value of total assets at beginning of year | 2015-12-31 | $41,094,261 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $120,141 |
Total interest from all sources | 2015-12-31 | $12,181 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $472,158 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $472,158 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $3,528,355 |
Participant contributions at end of year | 2015-12-31 | $213,829 |
Participant contributions at beginning of year | 2015-12-31 | $284,919 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $691,861 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $256 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $327 |
Administrative expenses (other) incurred | 2015-12-31 | $91,919 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $74,113 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $41,168,374 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $41,094,261 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $28,222 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $32,723,037 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $31,836,305 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $8,154,152 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $8,913,360 |
Interest on participant loans | 2015-12-31 | $10,043 |
Interest earned on other investments | 2015-12-31 | $2,138 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $77,100 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $59,350 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-628,725 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $83,795 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,965,371 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BLUE & CO., LLC |
Accountancy firm EIN | 2015-12-31 | 351178661 |
2014 : UNION HOSPITAL 403(B) SAVINGS PLAN 2014 401k financial data |
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Total income from all sources (including contributions) | 2014-12-31 | $6,107,193 |
Total of all expenses incurred | 2014-12-31 | $2,265,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,072,595 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $27,193 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,332,056 |
Value of total assets at end of year | 2014-12-31 | $41,094,261 |
Value of total assets at beginning of year | 2014-12-31 | $37,252,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $165,764 |
Total interest from all sources | 2014-12-31 | $4,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $498,789 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $498,789 |
Administrative expenses professional fees incurred | 2014-12-31 | $24,492 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,116,527 |
Participant contributions at end of year | 2014-12-31 | $284,919 |
Participant contributions at beginning of year | 2014-12-31 | $352,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $206,681 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $327 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $202 |
Administrative expenses (other) incurred | 2014-12-31 | $116,631 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $31,242 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,841,641 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $41,094,261 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $37,252,620 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $24,641 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $31,836,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $27,358,989 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $8,913,360 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $9,447,229 |
Interest on participant loans | 2014-12-31 | $2,779 |
Interest earned on other investments | 2014-12-31 | $2,138 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $59,350 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $61,995 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,172,618 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $98,813 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $8,848 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,072,595 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : UNION HOSPITAL 403(B) SAVINGS PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-12-31 | $8,754,458 |
Total of all expenses incurred | 2013-12-31 | $1,728,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,580,798 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $5,376 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,980,217 |
Value of total assets at end of year | 2013-12-31 | $37,252,620 |
Value of total assets at beginning of year | 2013-12-31 | $30,226,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $142,557 |
Total interest from all sources | 2013-12-31 | $14,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $362,924 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $362,924 |
Administrative expenses professional fees incurred | 2013-12-31 | $13,080 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,903,522 |
Participant contributions at end of year | 2013-12-31 | $352,963 |
Participant contributions at beginning of year | 2013-12-31 | $278,315 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $66,638 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $202 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $228 |
Administrative expenses (other) incurred | 2013-12-31 | $108,068 |
Total non interest bearing cash at end of year | 2013-12-31 | $31,242 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $55,697 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $7,025,727 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $37,252,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $30,226,893 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $21,409 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $27,358,989 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $20,918,460 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $9,447,229 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $8,914,491 |
Interest on participant loans | 2013-12-31 | $12,031 |
Interest earned on other investments | 2013-12-31 | $2,195 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $61,995 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $59,702 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,265,233 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $131,858 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $10,057 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,580,798 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDK, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : UNION HOSPITAL 403(B) SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $5,734,780 |
Total of all expenses incurred | 2012-12-31 | $2,104,045 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,023,612 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $12,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,011,552 |
Value of total assets at end of year | 2012-12-31 | $30,226,893 |
Value of total assets at beginning of year | 2012-12-31 | $26,596,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $68,253 |
Total interest from all sources | 2012-12-31 | $12,852 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $336,875 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $336,875 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,773,189 |
Participant contributions at end of year | 2012-12-31 | $278,315 |
Participant contributions at beginning of year | 2012-12-31 | $273,066 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $238,363 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $228 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $267 |
Administrative expenses (other) incurred | 2012-12-31 | $43,429 |
Total non interest bearing cash at end of year | 2012-12-31 | $55,697 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $31,817 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,630,735 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $30,226,893 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $26,596,158 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $24,824 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $20,918,460 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $16,850,753 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $8,914,491 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $9,355,581 |
Interest on participant loans | 2012-12-31 | $10,770 |
Interest earned on other investments | 2012-12-31 | $2,082 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $74,233 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $74,233 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $59,702 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $10,441 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,248,752 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $124,749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,023,612 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : UNION HOSPITAL 403(B) SAVINGS PLAN 2011 401k financial data |
---|
Total transfer of assets to this plan | 2011-12-31 | $18,675,043 |
Total transfer of assets from this plan | 2011-12-31 | $7,145,850 |
Total income from all sources (including contributions) | 2011-12-31 | $1,955,845 |
Total of all expenses incurred | 2011-12-31 | $2,307,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,233,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,488,884 |
Value of total assets at end of year | 2011-12-31 | $26,596,158 |
Value of total assets at beginning of year | 2011-12-31 | $15,418,440 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $73,991 |
Total interest from all sources | 2011-12-31 | $396,038 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,269,116 |
Participant contributions at end of year | 2011-12-31 | $273,066 |
Participant contributions at beginning of year | 2011-12-31 | $211,793 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $82,049 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $267 |
Total non interest bearing cash at end of year | 2011-12-31 | $31,817 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-351,475 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $26,596,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,418,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $16,850,753 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $9,355,581 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $8,125,916 |
Interest on participant loans | 2011-12-31 | $10,393 |
Interest earned on other investments | 2011-12-31 | $385,645 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $7,080,731 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $74,233 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $10,441 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-929,077 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $137,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,233,329 |
Contract administrator fees | 2011-12-31 | $73,991 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : UNION HOSPITAL 403(B) SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $2,725,116 |
Total of all expenses incurred | 2010-12-31 | $483,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $462,308 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,418,613 |
Value of total assets at end of year | 2010-12-31 | $15,418,440 |
Value of total assets at beginning of year | 2010-12-31 | $13,176,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $20,895 |
Total interest from all sources | 2010-12-31 | $284,952 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | Yes |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $752,346 |
Participant contributions at end of year | 2010-12-31 | $211,793 |
Participant contributions at beginning of year | 2010-12-31 | $206,858 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $11,256 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,241,913 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $15,418,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,176,527 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $8,125,916 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $6,517,533 |
Interest on participant loans | 2010-12-31 | $8,826 |
Interest earned on other investments | 2010-12-31 | $276,126 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $7,030,000 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $6,372,255 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $50,731 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $79,881 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $1,021,551 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $655,011 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $462,308 |
Contract administrator fees | 2010-12-31 | $20,895 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |