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THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameTHE HCSC REPRESENTED EMPLOYEES PENSION PLAN
Plan identification number 001

THE HCSC REPRESENTED EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

HEALTHCARE SERVICE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:HEALTHCARE SERVICE CORPORATION
Employer identification number (EIN):361236610
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HCSC REPRESENTED EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01GENE GEORGE GENE GEORGE2017-10-13
0012015-01-01GENE GEORGE GENE GEORGE2016-10-14
0012014-01-01GENE GEORGE GENE GEORGE2015-10-15
0012013-01-01GENE GEORGE GENE GEORGE2014-10-13
0012012-01-01GENE GEORGE GENE GEORGE2013-10-12
0012011-01-01GENE GEORGE
0012009-01-01GENE GEORGE GENE GEORGE2010-10-14
0012009-01-01GENE GEORGE

Plan Statistics for THE HCSC REPRESENTED EMPLOYEES PENSION PLAN

401k plan membership statisitcs for THE HCSC REPRESENTED EMPLOYEES PENSION PLAN

Measure Date Value
2016: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3149,416,355
Acturial value of plan assets2016-12-3149,416,355
Funding target for retired participants and beneficiaries receiving payment2016-12-3111,902,844
Number of terminated vested participants2016-12-31270
Fundng target for terminated vested participants2016-12-317,852,562
Active participant vested funding target2016-12-3121,189,291
Number of active participants2016-12-31268
Total funding liabilities for active participants2016-12-3121,709,107
Total participant count2016-12-31758
Total funding target for all participants2016-12-3141,464,513
Balance at beginning of prior year after applicable adjustments2016-12-319,715,325
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-319,715,325
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-319,567,652
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-312,000,000
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,919,799
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,152,882
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,152,882
Additional cash requirement2016-12-311,152,882
Contributions allocatedtoward minimum required contributions for current year2016-12-311,919,799
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01758
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01776
Total number of active participants reported on line 7a of the Form 55002015-01-01268
Number of retired or separated participants receiving benefits2015-01-01209
Number of other retired or separated participants entitled to future benefits2015-01-01260
Total of all active and inactive participants2015-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0121
Total participants2015-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01830
Total number of active participants reported on line 7a of the Form 55002014-01-01296
Number of retired or separated participants receiving benefits2014-01-01197
Number of other retired or separated participants entitled to future benefits2014-01-01265
Total of all active and inactive participants2014-01-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01908
Total number of active participants reported on line 7a of the Form 55002013-01-01328
Number of retired or separated participants receiving benefits2013-01-01180
Number of other retired or separated participants entitled to future benefits2013-01-01304
Total of all active and inactive participants2013-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-01830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01960
Total number of active participants reported on line 7a of the Form 55002012-01-01453
Number of retired or separated participants receiving benefits2012-01-01177
Number of other retired or separated participants entitled to future benefits2012-01-01262
Total of all active and inactive participants2012-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-01908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,083
Total number of active participants reported on line 7a of the Form 55002011-01-01505
Number of retired or separated participants receiving benefits2011-01-01162
Number of other retired or separated participants entitled to future benefits2011-01-01278
Total of all active and inactive participants2011-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0115
Total participants2011-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0135
2009: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,089
Total number of active participants reported on line 7a of the Form 55002009-01-01656
Number of retired or separated participants receiving benefits2009-01-01139
Number of other retired or separated participants entitled to future benefits2009-01-01325
Total of all active and inactive participants2009-01-011,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-011,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on THE HCSC REPRESENTED EMPLOYEES PENSION PLAN

Measure Date Value
2016 : THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$49,500,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$98,842
Total income from all sources (including contributions)2016-12-31$5,380,523
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,582,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,374,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,000,000
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$50,801,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$208,645
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$31,366
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$-47,877,481
Administrative expenses (other) incurred2016-12-31$77,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,202,367
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$50,702,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$59,403
Value of interest in master investment trust accounts at end of year2016-12-31$47,877,481
Value of interest in master investment trust accounts at beginning of year2016-12-31$50,801,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,374,245
Contract administrator fees2016-12-31$40,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$98,842
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MITCHELL & TITUS
Accountancy firm EIN2016-12-31132789641
2015 : THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$606,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$98,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$425,334
Total income from all sources (including contributions)2015-12-31$3,748
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,221,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,953,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$50,801,800
Value of total assets at beginning of year2015-12-31$56,952,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$267,629
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$62,499
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$-1
Administrative expenses (other) incurred2015-12-31$69,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,217,806
Value of net assets at end of year (total assets less liabilities)2015-12-31$50,702,958
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$56,526,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$88,350
Value of interest in master investment trust accounts at end of year2015-12-31$50,801,800
Value of interest in master investment trust accounts at beginning of year2015-12-31$56,952,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,953,925
Contract administrator fees2015-12-31$46,848
Liabilities. Value of benefit claims payable at end of year2015-12-31$98,842
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$425,334
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MITCHELL & TITUS
Accountancy firm EIN2015-12-31132781641
2014 : THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$1,456,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$425,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$300,025
Total income from all sources (including contributions)2014-12-31$6,117,498
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,230,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,966,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,000,000
Value of total assets at end of year2014-12-31$56,952,141
Value of total assets at beginning of year2014-12-31$60,395,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$263,662
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$56,899
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$-1
Administrative expenses (other) incurred2014-12-31$67,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,112,951
Value of net assets at end of year (total assets less liabilities)2014-12-31$56,526,807
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,095,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$95,276
Value of interest in master investment trust accounts at end of year2014-12-31$56,952,141
Value of interest in master investment trust accounts at beginning of year2014-12-31$60,395,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,966,787
Contract administrator fees2014-12-31$43,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$425,334
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$300,025
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MITCHELL&TITUS MEMBER ERNST&YOUNG
Accountancy firm EIN2014-12-31132781641
2013 : THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$772,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$300,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$593,425
Total income from all sources (including contributions)2013-12-31$13,423,227
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,948,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,736,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,000,000
Value of total assets at end of year2013-12-31$60,395,983
Value of total assets at beginning of year2013-12-31$53,987,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$212,776
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$40,081
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$58,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,474,292
Value of net assets at end of year (total assets less liabilities)2013-12-31$60,095,958
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$53,394,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$94,360
Value of interest in master investment trust accounts at end of year2013-12-31$60,395,983
Value of interest in master investment trust accounts at beginning of year2013-12-31$53,987,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,736,159
Contract administrator fees2013-12-31$20,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$300,025
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$593,425
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MITCHELL&TITUS MEMBER ERNST&YOUNG
Accountancy firm EIN2013-12-31132781641
2012 : THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$109,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$593,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,196
Total income from all sources (including contributions)2012-12-31$10,068,540
Total of all expenses incurred2012-12-31$5,213,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,957,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,000,000
Value of total assets at end of year2012-12-31$53,987,939
Value of total assets at beginning of year2012-12-31$48,673,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$255,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$95,029
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$61,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,855,200
Value of net assets at end of year (total assets less liabilities)2012-12-31$53,394,514
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,649,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$79,010
Value of interest in master investment trust accounts at end of year2012-12-31$53,987,939
Value of interest in master investment trust accounts at beginning of year2012-12-31$47,173,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,000,000
Employer contributions (assets) at beginning of year2012-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,957,987
Contract administrator fees2012-12-31$19,599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$593,425
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$24,196
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MITCHELL&TITUS MEMBER ERNST&YOUNG
Accountancy firm EIN2012-12-31132781641
2011 : THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2011 401k financial data
Total transfer of assets from this plan2011-12-31$655,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,196
Total income from all sources (including contributions)2011-12-31$9,604,746
Total of all expenses incurred2011-12-31$7,626,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,339,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,250,000
Value of total assets at end of year2011-12-31$48,673,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$287,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$76,990
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$73,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,978,322
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,649,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$116,476
Value of interest in master investment trust accounts at end of year2011-12-31$47,173,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,250,000
Employer contributions (assets) at end of year2011-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,339,166
Contract administrator fees2011-12-31$20,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$24,196
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MITCHELL&TITUS MEMBER ERNST&YOUNG
Accountancy firm EIN2011-12-31132781641
2010 : THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$390,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$121,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$459,939
Total income from all sources (including contributions)2010-12-31$11,618,033
Total of all expenses incurred2010-12-31$6,623,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,328,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,000,000
Value of total assets at end of year2010-12-31$47,447,186
Value of total assets at beginning of year2010-12-31$42,400,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$295,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$99,364
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$75,648
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,994,476
Value of net assets at end of year (total assets less liabilities)2010-12-31$47,326,121
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,940,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$103,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$47,447,186
Value of interest in master investment trust accounts at beginning of year2010-12-31$42,400,841
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$6,000,000
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,328,494
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$16,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$121,065
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$459,939
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE HCSC REPRESENTED EMPLOYEES PENSION PLAN

2016: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE HCSC REPRESENTED EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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