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403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 401k Plan overview

Plan Name403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC.
Plan identification number 002

403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. Benefits

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

401k Sponsoring company profile

UNION HOSPITAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNION HOSPITAL FOUNDATION
Employer identification number (EIN):351642823
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KELLY WALKER2023-10-04
0022021-01-01JOEL HARBAUGH2022-10-14
0022020-01-01JOEL HARBAUGH2021-09-28
0022019-01-01
0022018-01-01JOEL HARBAUGH
0022017-01-01JOEL HARBAUGH
0022016-01-01JOEL HARBAUGH
0022015-01-01JOEL HARBAUGH
0022014-01-01JOEL HARBAUGH
0022013-01-01JOEL HARBAUGH
0022012-08-01JOEL HARBAUGH

Plan Statistics for 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC.

401k plan membership statisitcs for 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC.

Measure Date Value
2019: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-015
Total of all active and inactive participants2019-01-015
Total participants2019-01-015
Number of participants with account balances2019-01-015
2018: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-014
2017: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-015
2015: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
2014: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2012 401k membership
Total participants, beginning-of-year2012-08-014
Total number of active participants reported on line 7a of the Form 55002012-08-014
Total of all active and inactive participants2012-08-014
Total participants2012-08-014
Number of participants with account balances2012-08-014

Financial Data on 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC.

Measure Date Value
2019 : 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2019 401k financial data
Total income from all sources2019-12-31$122,388
Expenses. Total of all expenses incurred2019-12-31$14
Total plan assets at end of year2019-12-31$401,476
Total plan assets at beginning of year2019-12-31$279,102
Total contributions received or receivable from participants2019-12-31$25,986
Expenses. Other expenses not covered elsewhere2019-12-31$14
Other income received2019-12-31$69,374
Net income (gross income less expenses)2019-12-31$122,374
Net plan assets at end of year (total assets less liabilities)2019-12-31$401,476
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$279,102
Total contributions received or receivable from employer(s)2019-12-31$27,028
2018 : 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2018 401k financial data
Total income from all sources2018-12-31$24,764
Total plan assets at end of year2018-12-31$279,102
Total plan assets at beginning of year2018-12-31$254,338
Total contributions received or receivable from participants2018-12-31$24,879
Other income received2018-12-31$-24,231
Net income (gross income less expenses)2018-12-31$24,764
Net plan assets at end of year (total assets less liabilities)2018-12-31$279,102
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$254,338
Total contributions received or receivable from employer(s)2018-12-31$24,116
2017 : 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2017 401k financial data
Total income from all sources2017-12-31$67,855
Expenses. Total of all expenses incurred2017-12-31$11,050
Benefits paid (including direct rollovers)2017-12-31$11,050
Total plan assets at end of year2017-12-31$254,338
Total plan assets at beginning of year2017-12-31$197,533
Total contributions received or receivable from participants2017-12-31$17,759
Other income received2017-12-31$30,159
Net income (gross income less expenses)2017-12-31$56,805
Net plan assets at end of year (total assets less liabilities)2017-12-31$254,338
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$197,533
Total contributions received or receivable from employer(s)2017-12-31$19,937
2016 : 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2016 401k financial data
Total income from all sources2016-12-31$52,705
Expenses. Total of all expenses incurred2016-12-31$74,024
Benefits paid (including direct rollovers)2016-12-31$74,024
Total plan assets at end of year2016-12-31$197,533
Total plan assets at beginning of year2016-12-31$218,852
Total contributions received or receivable from participants2016-12-31$15,288
Other income received2016-12-31$19,487
Net income (gross income less expenses)2016-12-31$-21,319
Net plan assets at end of year (total assets less liabilities)2016-12-31$197,533
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$218,852
Total contributions received or receivable from employer(s)2016-12-31$17,930
2015 : 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2015 401k financial data
Total income from all sources2015-12-31$59,274
Total plan assets at end of year2015-12-31$218,852
Total plan assets at beginning of year2015-12-31$159,578
Total contributions received or receivable from participants2015-12-31$15,359
Contributions received from other sources (not participants or employers)2015-12-31$32,964
Other income received2015-12-31$-4,734
Net income (gross income less expenses)2015-12-31$59,274
Net plan assets at end of year (total assets less liabilities)2015-12-31$218,852
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$159,578
Total contributions received or receivable from employer(s)2015-12-31$15,685
2014 : 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2014 401k financial data
Total income from all sources2014-12-31$43,632
Total plan assets at end of year2014-12-31$159,578
Total plan assets at beginning of year2014-12-31$115,946
Total contributions received or receivable from participants2014-12-31$14,694
Contributions received from other sources (not participants or employers)2014-12-31$4,071
Other income received2014-12-31$9,330
Net income (gross income less expenses)2014-12-31$43,632
Net plan assets at end of year (total assets less liabilities)2014-12-31$159,578
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$115,946
Total contributions received or receivable from employer(s)2014-12-31$15,537
2013 : 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2013 401k financial data
Total income from all sources2013-12-31$105,591
Total plan assets at end of year2013-12-31$115,946
Total plan assets at beginning of year2013-12-31$10,355
Total contributions received or receivable from participants2013-12-31$14,897
Contributions received from other sources (not participants or employers)2013-12-31$65,336
Other income received2013-12-31$9,505
Net income (gross income less expenses)2013-12-31$105,591
Net plan assets at end of year (total assets less liabilities)2013-12-31$115,946
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$10,355
Total contributions received or receivable from employer(s)2013-12-31$15,853
2012 : 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2012 401k financial data
Total income from all sources2012-12-31$10,355
Total plan assets at end of year2012-12-31$10,355
Total contributions received or receivable from participants2012-12-31$4,980
Other income received2012-12-31$131
Net income (gross income less expenses)2012-12-31$10,355
Net plan assets at end of year (total assets less liabilities)2012-12-31$10,355
Total contributions received or receivable from employer(s)2012-12-31$5,244

Form 5500 Responses for 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC.

2019: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403 (B) THRIFT PLAN OF UNION HOSPITAL FOUNDATION, INC. 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01First time form 5500 has been submittedYes
2012-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054423-A
Policy instance 1
Insurance contract or identification number054423-A
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054423-A
Policy instance 1
Insurance contract or identification number054423-A
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $61
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees61
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054423-A
Policy instance 1
Insurance contract or identification number054423-A
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $65
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees65
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054423-A
Policy instance 1
Insurance contract or identification number054423-A
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $26
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054423-A
Policy instance 1
Insurance contract or identification number054423-A
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees110
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054423-A
Policy instance 1
Insurance contract or identification number054423-A
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $13
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054423-A
Policy instance 1
Insurance contract or identification number054423-A
Number of Individuals Covered4
Insurance policy start date2012-08-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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