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METRO HEALTH PENSION PLAN 401k Plan overview

Plan NameMETRO HEALTH PENSION PLAN
Plan identification number 001

METRO HEALTH PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSITY OF MICHIGAN HEALTH-WEST has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MICHIGAN HEALTH-WEST
Employer identification number (EIN):380593405
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about UNIVERSITY OF MICHIGAN HEALTH-WEST

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 773062
Legal Registered Office Address: 5900 BYRON CENTER AVE SW WYOMING


United States of America (USA)
49519

More information about UNIVERSITY OF MICHIGAN HEALTH-WEST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METRO HEALTH PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-10-01CAROL FREDERICKS
0012022-10-01
0012022-10-01CAROL FREDERICKS
0012021-10-01
0012021-10-01JAISON GILDNER
0012020-10-01
0012019-10-01JAISON GILDNER2021-06-23
0012018-10-01JAISON GILDNER2020-04-30
0012017-10-01KRIS KURTZ2019-07-15
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01
0012012-10-01ERIKA DUNCAN
0012011-10-01ERIKA DUNCAN
0012010-10-01ERIKA DUNCAN
0012009-10-01TIM SUSTERICH
0012008-10-01

Plan Statistics for METRO HEALTH PENSION PLAN

401k plan membership statisitcs for METRO HEALTH PENSION PLAN

Measure Date Value
2023: METRO HEALTH PENSION PLAN 2023 401k membership
Market value of plan assets2023-09-3066,963,057
Acturial value of plan assets2023-09-3073,659,362
Funding target for retired participants and beneficiaries receiving payment2023-09-3038,684,230
Number of terminated vested participants2023-09-30722
Fundng target for terminated vested participants2023-09-3026,241,623
Active participant vested funding target2023-09-3013,252,623
Number of active participants2023-09-30326
Total funding liabilities for active participants2023-09-3013,371,197
Total participant count2023-09-301,650
Total funding target for all participants2023-09-3078,297,050
Balance at beginning of prior year after applicable adjustments2023-09-300
Prefunding balance at beginning of prior year after applicable adjustments2023-09-302,023,295
Carryover balanced portion elected for use to offset prior years funding requirement2023-09-300
Prefunding balanced used to offset prior years funding requirement2023-09-300
Amount remaining of carryover balance2023-09-300
Amount remaining of prefunding balance2023-09-302,023,295
Present value of excess contributions2023-09-30859,263
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-30907,468
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-09-30907,468
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-300
Balance of prefunding at beginning of current year2023-09-302,541,076
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-300
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-30148,000
Net shortfall amortization installment of oustanding balance2023-09-307,178,764
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-30811,400
Carryover balance elected to use to offset funding requirement2023-09-300
Prefunding balance elected to use to offset funding requirement2023-09-30811,400
Additional cash requirement2023-09-300
Contributions allocatedtoward minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: METRO HEALTH PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-011,637
Total number of active participants reported on line 7a of the Form 55002022-10-01306
Number of retired or separated participants receiving benefits2022-10-01592
Number of other retired or separated participants entitled to future benefits2022-10-01661
Total of all active and inactive participants2022-10-011,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-0135
Total participants2022-10-011,594
Number of participants with account balances2022-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
Market value of plan assets2022-09-3090,480,294
Acturial value of plan assets2022-09-3081,759,274
Funding target for retired participants and beneficiaries receiving payment2022-09-3034,557,260
Number of terminated vested participants2022-09-30791
Fundng target for terminated vested participants2022-09-3026,799,760
Active participant vested funding target2022-09-3018,097,350
Number of active participants2022-09-30369
Total funding liabilities for active participants2022-09-3018,233,959
Total participant count2022-09-301,713
Total funding target for all participants2022-09-3079,590,979
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-30194,708
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-30191,567
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-303,141
Present value of excess contributions2022-09-301,918,761
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-302,060,871
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-302,019,455
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-302,023,295
Total employer contributions2022-09-30890,708
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-30859,263
Liquidity shortfalls end of Q12022-09-300
Liquidity shortfalls end of Q22022-09-300
Liquidity shortfalls end of Q32022-09-300
Liquidity shortfalls end of Q42022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30145,000
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-30859,263
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: METRO HEALTH PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-011,707
Total number of active participants reported on line 7a of the Form 55002021-10-01317
Number of retired or separated participants receiving benefits2021-10-011
Number of other retired or separated participants entitled to future benefits2021-10-011,283
Total of all active and inactive participants2021-10-011,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-0136
Total participants2021-10-011,637
Number of participants with account balances2021-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-3077,585,323
Acturial value of plan assets2021-09-3076,038,885
Funding target for retired participants and beneficiaries receiving payment2021-09-3033,054,262
Number of terminated vested participants2021-09-30784
Fundng target for terminated vested participants2021-09-3026,195,337
Active participant vested funding target2021-09-3019,230,205
Number of active participants2021-09-30429
Total funding liabilities for active participants2021-09-3019,397,457
Total participant count2021-09-301,729
Total funding target for all participants2021-09-3078,647,056
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-301,963,130
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-301,781,415
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-30181,715
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-30194,708
Total employer contributions2021-09-302,226,770
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-302,125,247
Liquidity shortfalls end of Q12021-09-300
Liquidity shortfalls end of Q22021-09-300
Liquidity shortfalls end of Q32021-09-300
Liquidity shortfalls end of Q42021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30134,900
Net shortfall amortization installment of oustanding balance2021-09-302,802,879
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-30398,053
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-30191,567
Additional cash requirement2021-09-30206,486
Contributions allocatedtoward minimum required contributions for current year2021-09-302,125,247
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: METRO HEALTH PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011,738
Total number of active participants reported on line 7a of the Form 55002020-10-01368
Number of retired or separated participants receiving benefits2020-10-01513
Number of other retired or separated participants entitled to future benefits2020-10-01787
Total of all active and inactive participants2020-10-011,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-0127
Total participants2020-10-011,695
Number of participants with account balances2020-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-011
Market value of plan assets2020-09-3076,359,665
Acturial value of plan assets2020-09-3076,693,687
Funding target for retired participants and beneficiaries receiving payment2020-09-3030,413,375
Number of terminated vested participants2020-09-30810
Fundng target for terminated vested participants2020-09-3027,387,023
Active participant vested funding target2020-09-3022,245,612
Number of active participants2020-09-30493
Total funding liabilities for active participants2020-09-3022,245,612
Total participant count2020-09-301,768
Total funding target for all participants2020-09-3080,046,010
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-30999,965
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-30999,965
Present value of excess contributions2020-09-30849,964
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-30899,667
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-30898,667
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-301,963,130
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Liquidity shortfalls end of Q12020-09-300
Liquidity shortfalls end of Q22020-09-300
Liquidity shortfalls end of Q32020-09-300
Liquidity shortfalls end of Q42020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-300
Net shortfall amortization installment of oustanding balance2020-09-305,315,453
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-301,781,415
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-301,781,415
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: METRO HEALTH PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,764
Total number of active participants reported on line 7a of the Form 55002019-10-01434
Number of retired or separated participants receiving benefits2019-10-01486
Number of other retired or separated participants entitled to future benefits2019-10-01780
Total of all active and inactive participants2019-10-011,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0133
Total participants2019-10-011,733
Market value of plan assets2019-09-3079,099,093
Acturial value of plan assets2019-09-3078,730,675
Funding target for retired participants and beneficiaries receiving payment2019-09-3025,270,421
Number of terminated vested participants2019-09-30867
Fundng target for terminated vested participants2019-09-3031,660,791
Active participant vested funding target2019-09-3023,386,456
Number of active participants2019-09-30545
Total funding liabilities for active participants2019-09-3023,386,456
Total participant count2019-09-301,817
Total funding target for all participants2019-09-3080,317,668
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-30308,334
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-30308,334
Present value of excess contributions2019-09-30638,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-30676,646
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-30676,646
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-30999,965
Total employer contributions2019-09-30900,000
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30849,964
Liquidity shortfalls end of Q12019-09-300
Liquidity shortfalls end of Q22019-09-300
Liquidity shortfalls end of Q32019-09-300
Liquidity shortfalls end of Q42019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-300
Net shortfall amortization installment of oustanding balance2019-09-302,586,958
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-30849,964
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: METRO HEALTH PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-011,803
Total number of active participants reported on line 7a of the Form 55002018-10-01493
Number of retired or separated participants receiving benefits2018-10-01461
Number of other retired or separated participants entitled to future benefits2018-10-01810
Total of all active and inactive participants2018-10-011,764
Total participants2018-10-011,764
Market value of plan assets2018-09-3078,344,249
Acturial value of plan assets2018-09-3075,089,703
Funding target for retired participants and beneficiaries receiving payment2018-09-3023,262,751
Number of terminated vested participants2018-09-30905
Fundng target for terminated vested participants2018-09-3030,716,277
Active participant vested funding target2018-09-3025,121,455
Number of active participants2018-09-30574
Total funding liabilities for active participants2018-09-3025,121,455
Total participant count2018-09-301,851
Total funding target for all participants2018-09-3079,100,483
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-30859,221
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-30782,469
Amount remaining of prefunding balance2018-09-3076,752
Present value of excess contributions2018-09-30199,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-30222,656
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-30222,656
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-30308,334
Total employer contributions2018-09-302,127,552
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-302,024,894
Liquidity shortfalls end of Q12018-09-300
Liquidity shortfalls end of Q22018-09-300
Liquidity shortfalls end of Q32018-09-300
Liquidity shortfalls end of Q42018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Net shortfall amortization installment of oustanding balance2018-09-304,319,114
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-301,386,187
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-301,386,187
Contributions allocatedtoward minimum required contributions for current year2018-09-302,024,894
Unpaid minimum required contributions for current year2018-09-300
2017: METRO HEALTH PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-011,851
Total number of active participants reported on line 7a of the Form 55002017-10-01545
Number of retired or separated participants receiving benefits2017-10-01401
Number of other retired or separated participants entitled to future benefits2017-10-01857
Total of all active and inactive participants2017-10-011,803
Total participants2017-10-011,803
Market value of plan assets2017-09-3073,753,343
Acturial value of plan assets2017-09-3072,286,407
Funding target for retired participants and beneficiaries receiving payment2017-09-3022,531,877
Number of terminated vested participants2017-09-30943
Fundng target for terminated vested participants2017-09-3028,668,089
Active participant vested funding target2017-09-3024,428,753
Number of active participants2017-09-30612
Total funding liabilities for active participants2017-09-3024,429,910
Total participant count2017-09-301,909
Total funding target for all participants2017-09-3075,629,876
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Present value of excess contributions2017-09-30808,070
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30859,221
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-30859,221
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-30859,221
Total employer contributions2017-09-301,020,782
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30983,962
Liquidity shortfalls end of Q12017-09-300
Liquidity shortfalls end of Q22017-09-300
Liquidity shortfalls end of Q32017-09-300
Liquidity shortfalls end of Q42017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Net shortfall amortization installment of oustanding balance2017-09-304,202,690
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-301,566,972
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-30782,469
Additional cash requirement2017-09-30784,503
Contributions allocatedtoward minimum required contributions for current year2017-09-30983,962
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: METRO HEALTH PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011,909
Total number of active participants reported on line 7a of the Form 55002016-10-01574
Number of retired or separated participants receiving benefits2016-10-01351
Number of other retired or separated participants entitled to future benefits2016-10-01905
Total of all active and inactive participants2016-10-011,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-0121
Total participants2016-10-011,851
2015: METRO HEALTH PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-011,936
Total number of active participants reported on line 7a of the Form 55002015-10-01612
Number of retired or separated participants receiving benefits2015-10-01346
Number of other retired or separated participants entitled to future benefits2015-10-01947
Total of all active and inactive participants2015-10-011,905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0120
Total participants2015-10-011,925
2014: METRO HEALTH PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-011,937
Total number of active participants reported on line 7a of the Form 55002014-10-01687
Number of retired or separated participants receiving benefits2014-10-01303
Number of other retired or separated participants entitled to future benefits2014-10-01928
Total of all active and inactive participants2014-10-011,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0118
Total participants2014-10-011,936
2013: METRO HEALTH PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-011,941
Total number of active participants reported on line 7a of the Form 55002013-10-01732
Number of retired or separated participants receiving benefits2013-10-01293
Number of other retired or separated participants entitled to future benefits2013-10-01912
Total of all active and inactive participants2013-10-011,937
Total participants2013-10-011,937
2012: METRO HEALTH PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-011,948
Total number of active participants reported on line 7a of the Form 55002012-10-01801
Number of retired or separated participants receiving benefits2012-10-01260
Number of other retired or separated participants entitled to future benefits2012-10-01880
Total of all active and inactive participants2012-10-011,941
Total participants2012-10-011,941
2011: METRO HEALTH PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-011,962
Total number of active participants reported on line 7a of the Form 55002011-10-01890
Number of retired or separated participants receiving benefits2011-10-01200
Number of other retired or separated participants entitled to future benefits2011-10-01846
Total of all active and inactive participants2011-10-011,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0112
Total participants2011-10-011,948
2010: METRO HEALTH PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-011,972
Total number of active participants reported on line 7a of the Form 55002010-10-01965
Number of retired or separated participants receiving benefits2010-10-01190
Number of other retired or separated participants entitled to future benefits2010-10-01801
Total of all active and inactive participants2010-10-011,956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-016
Total participants2010-10-011,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: METRO HEALTH PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-011,980
Total number of active participants reported on line 7a of the Form 55002009-10-011,035
Number of retired or separated participants receiving benefits2009-10-01169
Number of other retired or separated participants entitled to future benefits2009-10-01763
Total of all active and inactive participants2009-10-011,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-015
Total participants2009-10-011,972

Financial Data on METRO HEALTH PENSION PLAN

Measure Date Value
2023 : METRO HEALTH PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-09-30$3,450,289
Total unrealized appreciation/depreciation of assets2023-09-30$3,450,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$7,823,911
Total loss/gain on sale of assets2023-09-30$2,395,837
Total of all expenses incurred2023-09-30$5,357,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$4,973,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$0
Value of total assets at end of year2023-09-30$69,428,979
Value of total assets at beginning of year2023-09-30$66,963,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$384,902
Total interest from all sources2023-09-30$924,986
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$518,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$3,000,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Assets. Other investments not covered elsewhere at end of year2023-09-30$14,373,226
Assets. Other investments not covered elsewhere at beginning of year2023-09-30$14,177,760
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-09-30$281,746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-09-30$229,783
Other income not declared elsewhere2023-09-30$503,932
Total non interest bearing cash at end of year2023-09-30$6,012
Total non interest bearing cash at beginning of year2023-09-30$11,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$2,465,921
Value of net assets at end of year (total assets less liabilities)2023-09-30$69,428,979
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$66,963,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Assets. partnership/joint venture interests at end of year2023-09-30$3,618,591
Assets. partnership/joint venture interests at beginning of year2023-09-30$3,671,743
Investment advisory and management fees2023-09-30$26,491
Value of interest in pooled separate accounts at end of year2023-09-30$541,906
Value of interest in pooled separate accounts at beginning of year2023-09-30$1,113,051
Interest earned on other investments2023-09-30$83,897
Income. Interest from US Government securities2023-09-30$14,491
Income. Interest from corporate debt instruments2023-09-30$769,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$2,147,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$1,331,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$1,331,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$56,907
Asset value of US Government securities at end of year2023-09-30$7,071,673
Asset value of US Government securities at beginning of year2023-09-30$2,243,710
Net investment gain/loss from pooled separate accounts2023-09-30$30,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30Yes
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Income. Dividends from common stock2023-09-30$518,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$4,973,088
Asset. Corporate debt instrument preferred debt at end of year2023-09-30$8,316,283
Asset. Corporate debt instrument preferred debt at beginning of year2023-09-30$6,629,338
Asset. Corporate debt instrument debt (other) at end of year2023-09-30$8,311,685
Asset. Corporate debt instrument debt (other) at beginning of year2023-09-30$7,656,523
Contract administrator fees2023-09-30$358,411
Assets. Corporate common stocks other than exployer securities at end of year2023-09-30$24,760,764
Assets. Corporate common stocks other than exployer securities at beginning of year2023-09-30$29,898,849
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Aggregate proceeds on sale of assets2023-09-30$45,026,638
Aggregate carrying amount (costs) on sale of assets2023-09-30$42,630,801
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30HUNGERFORD
Accountancy firm EIN2023-09-30382184825
2022 : METRO HEALTH PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-01$3,450,289
Total unrealized appreciation/depreciation of assets2022-10-01$3,450,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-01$0
Total income from all sources (including contributions)2022-10-01$7,823,911
Total loss/gain on sale of assets2022-10-01$2,395,837
Total of all expenses incurred2022-10-01$5,357,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-01$4,973,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-01$0
Value of total assets at end of year2022-10-01$69,428,979
Value of total assets at beginning of year2022-10-01$66,963,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-01$384,902
Total interest from all sources2022-10-01$924,986
Total dividends received (eg from common stock, registered investment company shares)2022-10-01$518,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-01No
Was this plan covered by a fidelity bond2022-10-01Yes
Value of fidelity bond cover2022-10-01$3,000,000
If this is an individual account plan, was there a blackout period2022-10-01No
Were there any nonexempt tranactions with any party-in-interest2022-10-01No
Assets. Other investments not covered elsewhere at end of year2022-10-01$14,373,226
Assets. Other investments not covered elsewhere at beginning of year2022-10-01$14,177,760
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-01$281,746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-01$229,783
Other income not declared elsewhere2022-10-01$503,932
Total non interest bearing cash at end of year2022-10-01$6,012
Total non interest bearing cash at beginning of year2022-10-01$11,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-01No
Value of net income/loss2022-10-01$2,465,921
Value of net assets at end of year (total assets less liabilities)2022-10-01$69,428,979
Value of net assets at beginning of year (total assets less liabilities)2022-10-01$66,963,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-01No
Were any leases to which the plan was party in default or uncollectible2022-10-01No
Assets. partnership/joint venture interests at end of year2022-10-01$3,618,591
Assets. partnership/joint venture interests at beginning of year2022-10-01$3,671,743
Investment advisory and management fees2022-10-01$26,491
Value of interest in pooled separate accounts at end of year2022-10-01$541,906
Value of interest in pooled separate accounts at beginning of year2022-10-01$1,113,051
Interest earned on other investments2022-10-01$83,897
Income. Interest from US Government securities2022-10-01$14,491
Income. Interest from corporate debt instruments2022-10-01$769,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-01$2,147,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-01$56,907
Asset value of US Government securities at end of year2022-10-01$7,071,673
Asset value of US Government securities at beginning of year2022-10-01$2,243,710
Net investment gain/loss from pooled separate accounts2022-10-01$30,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-01Yes
Was there a failure to transmit to the plan any participant contributions2022-10-01No
Has the plan failed to provide any benefit when due under the plan2022-10-01No
Income. Dividends from common stock2022-10-01$518,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-01$4,973,088
Asset. Corporate debt instrument preferred debt at end of year2022-10-01$8,316,283
Asset. Corporate debt instrument preferred debt at beginning of year2022-10-01$6,629,338
Asset. Corporate debt instrument debt (other) at end of year2022-10-01$8,311,685
Asset. Corporate debt instrument debt (other) at beginning of year2022-10-01$7,656,523
Contract administrator fees2022-10-01$358,411
Assets. Corporate common stocks other than exployer securities at end of year2022-10-01$24,760,764
Assets. Corporate common stocks other than exployer securities at beginning of year2022-10-01$29,898,849
Did the plan have assets held for investment2022-10-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-01No
Aggregate proceeds on sale of assets2022-10-01$45,026,638
Aggregate carrying amount (costs) on sale of assets2022-10-01$42,630,801
Opinion of an independent qualified public accountant for this plan2022-10-011
Accountancy firm name2022-10-01HUNGERFORD
Accountancy firm EIN2022-10-01382184825
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-16,315,300
Total unrealized appreciation/depreciation of assets2022-09-30$-16,315,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$318,422
Total income from all sources (including contributions)2022-09-30$-15,707,455
Total loss/gain on sale of assets2022-09-30$-2,197,259
Total of all expenses incurred2022-09-30$7,817,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$7,373,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$890,708
Value of total assets at end of year2022-09-30$66,963,058
Value of total assets at beginning of year2022-09-30$90,806,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$444,073
Total interest from all sources2022-09-30$798,445
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$657,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Assets. Other investments not covered elsewhere at end of year2022-09-30$14,177,760
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$14,644,262
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$229,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$218,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$318,422
Other income not declared elsewhere2022-09-30$454,158
Administrative expenses (other) incurred2022-09-30$20,169
Total non interest bearing cash at end of year2022-09-30$11,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-23,525,174
Value of net assets at end of year (total assets less liabilities)2022-09-30$66,963,058
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$90,488,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Assets. partnership/joint venture interests at end of year2022-09-30$3,671,743
Investment advisory and management fees2022-09-30$276,051
Value of interest in pooled separate accounts at end of year2022-09-30$1,113,051
Value of interest in pooled separate accounts at beginning of year2022-09-30$830,633
Interest earned on other investments2022-09-30$76,048
Income. Interest from US Government securities2022-09-30$10,942
Income. Interest from corporate debt instruments2022-09-30$699,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$1,331,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$2,092,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$2,092,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$11,539
Asset value of US Government securities at end of year2022-09-30$2,243,710
Asset value of US Government securities at beginning of year2022-09-30$3,347,354
Net investment gain/loss from pooled separate accounts2022-09-30$4,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$890,708
Employer contributions (assets) at beginning of year2022-09-30$890,708
Income. Dividends from common stock2022-09-30$657,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$7,373,646
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$6,629,338
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$8,621,859
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$7,656,523
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$10,924,295
Contract administrator fees2022-09-30$147,853
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$29,898,849
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$49,236,920
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$56,966,499
Aggregate carrying amount (costs) on sale of assets2022-09-30$59,163,758
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30HUNGERFORD NICHOLS
Accountancy firm EIN2022-09-30382184825
2021 : METRO HEALTH PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$-1,080,853
Total unrealized appreciation/depreciation of assets2021-09-30$-1,080,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$318,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$141,783
Total income from all sources (including contributions)2021-09-30$19,193,369
Total loss/gain on sale of assets2021-09-30$15,345,628
Total of all expenses incurred2021-09-30$6,269,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$5,845,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$2,226,770
Value of total assets at end of year2021-09-30$90,806,654
Value of total assets at beginning of year2021-09-30$77,705,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$423,503
Total interest from all sources2021-09-30$788,604
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$881,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$321
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Assets. Other investments not covered elsewhere at end of year2021-09-30$14,644,262
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$1,557,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$218,539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$219,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$318,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$141,783
Administrative expenses (other) incurred2021-09-30$79,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$12,924,148
Value of net assets at end of year (total assets less liabilities)2021-09-30$90,488,232
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$77,564,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$230,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$26,987,557
Value of interest in pooled separate accounts at end of year2021-09-30$830,633
Interest earned on other investments2021-09-30$77,436
Income. Interest from US Government securities2021-09-30$11,821
Income. Interest from corporate debt instruments2021-09-30$698,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$2,092,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$1,930,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$1,930,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$466
Asset value of US Government securities at end of year2021-09-30$3,347,354
Asset value of US Government securities at beginning of year2021-09-30$4,608,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,031,822
Net investment gain/loss from pooled separate accounts2021-09-30$-285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$2,226,770
Employer contributions (assets) at end of year2021-09-30$890,708
Income. Dividends from common stock2021-09-30$881,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$5,845,718
Asset. Corporate debt instrument preferred debt at end of year2021-09-30$8,621,859
Asset. Corporate debt instrument debt (other) at end of year2021-09-30$10,924,295
Asset. Corporate debt instrument debt (other) at beginning of year2021-09-30$20,298,075
Contract administrator fees2021-09-30$113,755
Assets. Corporate common stocks other than exployer securities at end of year2021-09-30$49,236,920
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-30$22,103,308
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$75,946,757
Aggregate carrying amount (costs) on sale of assets2021-09-30$60,601,129
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30HUNGERFORD NICHOLS
Accountancy firm EIN2021-09-30382184825
2020 : METRO HEALTH PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$2,097,317
Total unrealized appreciation/depreciation of assets2020-09-30$2,097,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$141,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$52,017
Total income from all sources (including contributions)2020-09-30$7,139,699
Total loss/gain on sale of assets2020-09-30$1,535,769
Total of all expenses incurred2020-09-30$5,940,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$5,564,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$60,533
Value of total assets at end of year2020-09-30$77,705,867
Value of total assets at beginning of year2020-09-30$76,416,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$375,431
Total interest from all sources2020-09-30$844,562
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$865,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$472,646
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Assets. Other investments not covered elsewhere at end of year2020-09-30$1,557,369
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$1,441,083
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$219,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$226,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$141,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$52,017
Other income not declared elsewhere2020-09-30$28,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,199,583
Value of net assets at end of year (total assets less liabilities)2020-09-30$77,564,084
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$76,364,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$375,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$26,987,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$27,901,118
Interest earned on other investments2020-09-30$26,501
Income. Interest from US Government securities2020-09-30$21,007
Income. Interest from corporate debt instruments2020-09-30$796,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$1,930,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$3,585,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$3,585,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$308
Asset value of US Government securities at end of year2020-09-30$4,608,951
Asset value of US Government securities at beginning of year2020-09-30$5,484,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$1,707,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$60,533
Employer contributions (assets) at beginning of year2020-09-30$600,000
Income. Dividends from common stock2020-09-30$392,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$5,564,685
Asset. Corporate debt instrument debt (other) at end of year2020-09-30$20,298,075
Asset. Corporate debt instrument debt (other) at beginning of year2020-09-30$18,071,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$22,103,308
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$19,106,113
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$51,536,848
Aggregate carrying amount (costs) on sale of assets2020-09-30$50,001,079
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30HUNGERFORD NICHOLS
Accountancy firm EIN2020-09-30382184825
2019 : METRO HEALTH PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$3,123,827
Total unrealized appreciation/depreciation of assets2019-09-30$3,123,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$52,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$9,891
Total income from all sources (including contributions)2019-09-30$6,118,934
Total loss/gain on sale of assets2019-09-30$324,849
Total of all expenses incurred2019-09-30$8,870,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$8,469,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$900,000
Value of total assets at end of year2019-09-30$76,416,518
Value of total assets at beginning of year2019-09-30$79,125,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$400,576
Total interest from all sources2019-09-30$977,511
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$945,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$555,192
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Assets. Other investments not covered elsewhere at end of year2019-09-30$1,441,083
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$2,007,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$226,361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$433,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$52,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$9,891
Other income not declared elsewhere2019-09-30$116,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-2,751,513
Value of net assets at end of year (total assets less liabilities)2019-09-30$76,364,501
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$79,116,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$400,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$27,901,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$28,150,444
Interest earned on other investments2019-09-30$45,684
Income. Interest from US Government securities2019-09-30$21,181
Income. Interest from corporate debt instruments2019-09-30$905,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$3,585,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$2,108,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$2,108,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$5,109
Asset value of US Government securities at end of year2019-09-30$5,484,541
Asset value of US Government securities at beginning of year2019-09-30$3,620,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-268,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$900,000
Employer contributions (assets) at end of year2019-09-30$600,000
Employer contributions (assets) at beginning of year2019-09-30$890,269
Income. Dividends from common stock2019-09-30$389,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$8,469,871
Asset. Corporate debt instrument debt (other) at end of year2019-09-30$18,071,615
Asset. Corporate debt instrument debt (other) at beginning of year2019-09-30$21,069,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$19,106,113
Assets. Corporate common stocks other than exployer securities at beginning of year2019-09-30$20,845,414
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$52,695,242
Aggregate carrying amount (costs) on sale of assets2019-09-30$52,370,393
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30HUNGERFORD NICHOLS
Accountancy firm EIN2019-09-30382184825
2018 : METRO HEALTH PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-2,292,527
Total unrealized appreciation/depreciation of assets2018-09-30$-2,292,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$9,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$29,845
Total income from all sources (including contributions)2018-09-30$6,374,241
Total loss/gain on sale of assets2018-09-30$4,308,079
Total of all expenses incurred2018-09-30$5,609,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$5,069,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,127,552
Value of total assets at end of year2018-09-30$79,125,905
Value of total assets at beginning of year2018-09-30$78,380,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$539,689
Total interest from all sources2018-09-30$1,062,554
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$962,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$435,331
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Assets. Other investments not covered elsewhere at end of year2018-09-30$2,007,221
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$1,098,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$433,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$294,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$9,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$29,845
Other income not declared elsewhere2018-09-30$32,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$765,011
Value of net assets at end of year (total assets less liabilities)2018-09-30$79,116,014
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$78,351,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$539,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$28,150,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$31,175,297
Interest earned on other investments2018-09-30$49,375
Income. Interest from US Government securities2018-09-30$34,484
Income. Interest from corporate debt instruments2018-09-30$974,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$2,108,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$1,065,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$1,065,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$3,966
Asset value of US Government securities at end of year2018-09-30$3,620,716
Asset value of US Government securities at beginning of year2018-09-30$4,035,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$172,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$2,127,552
Employer contributions (assets) at end of year2018-09-30$890,269
Employer contributions (assets) at beginning of year2018-09-30$163,444
Income. Dividends from common stock2018-09-30$527,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$5,069,541
Asset. Corporate debt instrument debt (other) at end of year2018-09-30$21,069,212
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$22,180,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$20,845,414
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$18,367,620
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$84,653,101
Aggregate carrying amount (costs) on sale of assets2018-09-30$80,345,022
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30HUNGERFORD NICHOLS
Accountancy firm EIN2018-09-30382184825
2017 : METRO HEALTH PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$1,545,262
Total unrealized appreciation/depreciation of assets2017-09-30$1,545,262
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$29,845
Total income from all sources (including contributions)2017-09-30$9,885,741
Total loss/gain on sale of assets2017-09-30$1,522,895
Total of all expenses incurred2017-09-30$5,289,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$4,787,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,020,782
Value of total assets at end of year2017-09-30$78,380,848
Value of total assets at beginning of year2017-09-30$73,755,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$502,718
Total interest from all sources2017-09-30$974,931
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$903,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$444,757
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Assets. Other investments not covered elsewhere at end of year2017-09-30$1,098,082
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$1,260,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$294,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$281,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$29,845
Other income not declared elsewhere2017-09-30$31,194
Total non interest bearing cash at beginning of year2017-09-30$3,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$4,595,982
Value of net assets at end of year (total assets less liabilities)2017-09-30$78,351,003
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$73,755,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$502,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$31,175,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$24,608,317
Interest earned on other investments2017-09-30$52,012
Income. Interest from US Government securities2017-09-30$42,588
Income. Interest from corporate debt instruments2017-09-30$879,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$1,065,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$2,421,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$2,421,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$1,065
Asset value of US Government securities at end of year2017-09-30$4,035,949
Asset value of US Government securities at beginning of year2017-09-30$4,598,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$3,886,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$1,020,782
Employer contributions (assets) at end of year2017-09-30$163,444
Employer contributions (assets) at beginning of year2017-09-30$656,931
Income. Dividends from common stock2017-09-30$459,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$4,787,041
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$22,180,598
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$19,408,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$18,367,620
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$20,515,625
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$85,542,886
Aggregate carrying amount (costs) on sale of assets2017-09-30$84,019,991
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30HUNGERFORD NICHOLS
Accountancy firm EIN2017-09-30382184825
2016 : METRO HEALTH PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$2,083,524
Total unrealized appreciation/depreciation of assets2016-09-30$2,083,524
Total income from all sources (including contributions)2016-09-30$10,293,110
Total loss/gain on sale of assets2016-09-30$648,260
Total of all expenses incurred2016-09-30$5,631,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$5,230,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$2,627,724
Value of total assets at end of year2016-09-30$73,755,021
Value of total assets at beginning of year2016-09-30$69,093,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$401,178
Total interest from all sources2016-09-30$1,157,525
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$870,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$826,691
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Assets. Other investments not covered elsewhere at end of year2016-09-30$1,260,301
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$1,563,963
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$281,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$527,086
Other income not declared elsewhere2016-09-30$31,889
Total non interest bearing cash at end of year2016-09-30$3,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$4,661,143
Value of net assets at end of year (total assets less liabilities)2016-09-30$73,755,021
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$69,093,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$401,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$24,608,317
Interest earned on other investments2016-09-30$76,768
Income. Interest from US Government securities2016-09-30$68,247
Income. Interest from corporate debt instruments2016-09-30$1,011,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$2,421,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$10,154,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$10,154,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$1,463
Asset value of US Government securities at end of year2016-09-30$4,598,926
Asset value of US Government securities at beginning of year2016-09-30$17,162,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$2,873,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$2,627,724
Employer contributions (assets) at end of year2016-09-30$656,931
Employer contributions (assets) at beginning of year2016-09-30$997,846
Income. Dividends from common stock2016-09-30$43,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$5,230,789
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$19,408,986
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$38,688,317
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$20,515,625
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$200,835,840
Aggregate carrying amount (costs) on sale of assets2016-09-30$200,187,580
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30HUNGERFORD NICHOLS
Accountancy firm EIN2016-09-30382184825
2015 : METRO HEALTH PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-8,639,518
Total unrealized appreciation/depreciation of assets2015-09-30$-8,639,518
Total income from all sources (including contributions)2015-09-30$6,898,003
Total loss/gain on sale of assets2015-09-30$11,276,533
Total of all expenses incurred2015-09-30$4,518,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$4,063,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$2,781,342
Value of total assets at end of year2015-09-30$69,093,878
Value of total assets at beginning of year2015-09-30$66,714,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$455,696
Total interest from all sources2015-09-30$569,268
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$1,080,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$692,965
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$527,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$31,814
Other income not declared elsewhere2015-09-30$170,938
Administrative expenses (other) incurred2015-09-30$12,625
Total non interest bearing cash at beginning of year2015-09-30$51,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$2,379,070
Value of net assets at end of year (total assets less liabilities)2015-09-30$69,093,878
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$66,714,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$443,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,563,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$30,099,277
Interest earned on other investments2015-09-30$24,838
Income. Interest from US Government securities2015-09-30$42,736
Income. Interest from corporate debt instruments2015-09-30$501,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$10,154,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$1,453,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$1,453,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$110
Asset value of US Government securities at end of year2015-09-30$17,162,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-341,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$2,781,342
Employer contributions (assets) at end of year2015-09-30$997,846
Employer contributions (assets) at beginning of year2015-09-30$1,133,575
Income. Dividends from common stock2015-09-30$387,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$4,063,237
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$38,688,317
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$33,944,841
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$115,200,588
Aggregate carrying amount (costs) on sale of assets2015-09-30$103,924,055
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30HUNGERFORD NICHOLS
Accountancy firm EIN2015-09-30382184825
2014 : METRO HEALTH PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$-1,994,296
Total unrealized appreciation/depreciation of assets2014-09-30$-1,994,296
Total income from all sources (including contributions)2014-09-30$10,192,689
Total loss/gain on sale of assets2014-09-30$6,219,479
Total of all expenses incurred2014-09-30$4,225,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$3,716,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$2,507,320
Value of total assets at end of year2014-09-30$66,714,808
Value of total assets at beginning of year2014-09-30$60,747,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$508,997
Total interest from all sources2014-09-30$80
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$1,564,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$868,249
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$31,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$34,501
Other income not declared elsewhere2014-09-30$10,155
Administrative expenses (other) incurred2014-09-30$21,636
Total non interest bearing cash at end of year2014-09-30$51,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$5,967,398
Value of net assets at end of year (total assets less liabilities)2014-09-30$66,714,808
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$60,747,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$487,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$30,099,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$27,237,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$1,453,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$1,975,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$1,975,590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$80
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$1,885,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$2,507,320
Employer contributions (assets) at end of year2014-09-30$1,133,575
Employer contributions (assets) at beginning of year2014-09-30$700,271
Income. Dividends from common stock2014-09-30$695,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$3,716,294
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$33,944,841
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$30,799,901
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$22,664,350
Aggregate carrying amount (costs) on sale of assets2014-09-30$16,444,871
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30HUNGERFORD NICHOLS
Accountancy firm EIN2014-09-30382184825
2013 : METRO HEALTH PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$1,141,093
Total unrealized appreciation/depreciation of assets2013-09-30$1,141,093
Total income from all sources (including contributions)2013-09-30$5,700,749
Total loss/gain on sale of assets2013-09-30$3,514,981
Total of all expenses incurred2013-09-30$2,551,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$2,181,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,936,643
Value of total assets at end of year2013-09-30$60,747,410
Value of total assets at beginning of year2013-09-30$57,598,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$370,156
Total interest from all sources2013-09-30$48
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$1,344,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$749,675
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$34,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$33,264
Other income not declared elsewhere2013-09-30$6,523
Administrative expenses (other) incurred2013-09-30$16,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$3,149,259
Value of net assets at end of year (total assets less liabilities)2013-09-30$60,747,410
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$57,598,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$353,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$27,237,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$26,138,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$1,975,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$1,289,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$1,289,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$-2,242,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$1,936,643
Employer contributions (assets) at end of year2013-09-30$700,271
Employer contributions (assets) at beginning of year2013-09-30$2,418,505
Income. Dividends from common stock2013-09-30$594,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$2,181,334
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$30,799,901
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$27,718,191
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$27,413,316
Aggregate carrying amount (costs) on sale of assets2013-09-30$23,898,335
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30HUNGERFORD NICHOLS
Accountancy firm EIN2013-09-30382184825
2012 : METRO HEALTH PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$2,168,131
Total unrealized appreciation/depreciation of assets2012-09-30$2,168,131
Total income from all sources (including contributions)2012-09-30$10,849,951
Total loss/gain on sale of assets2012-09-30$2,395,741
Total of all expenses incurred2012-09-30$2,063,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,734,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$3,879,877
Value of total assets at end of year2012-09-30$57,598,151
Value of total assets at beginning of year2012-09-30$48,811,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$329,116
Total interest from all sources2012-09-30$19
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$1,165,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$605,606
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$33,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$39,972
Other income not declared elsewhere2012-09-30$5,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$8,786,322
Value of net assets at end of year (total assets less liabilities)2012-09-30$57,598,151
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$48,811,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$329,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$26,138,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$24,542,408
Value of interest in common/collective trusts at end of year2012-09-30$0
Value of interest in common/collective trusts at beginning of year2012-09-30$2,080,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$1,289,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$741,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$741,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$1,205,185
Net investment gain or loss from common/collective trusts2012-09-30$30,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$3,879,877
Employer contributions (assets) at end of year2012-09-30$2,418,505
Employer contributions (assets) at beginning of year2012-09-30$896,918
Income. Dividends from common stock2012-09-30$559,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,734,513
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$27,718,191
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$20,510,882
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$25,810,406
Aggregate carrying amount (costs) on sale of assets2012-09-30$23,414,665
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30HUNGERFORD ALDRIN NICHOLS & CARTER
Accountancy firm EIN2012-09-30382184825
2011 : METRO HEALTH PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-2,875,510
Total unrealized appreciation/depreciation of assets2011-09-30$-2,875,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$9,777
Total income from all sources (including contributions)2011-09-30$2,677,504
Total loss/gain on sale of assets2011-09-30$1,805,679
Total of all expenses incurred2011-09-30$2,490,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$2,156,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$2,064,215
Value of total assets at end of year2011-09-30$48,811,829
Value of total assets at beginning of year2011-09-30$48,634,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$334,489
Total interest from all sources2011-09-30$253,339
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$945,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$206,950
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$107,075
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$39,972
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$64,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$9,777
Other income not declared elsewhere2011-09-30$35,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$186,929
Value of net assets at end of year (total assets less liabilities)2011-09-30$48,811,829
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$48,624,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$334,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$24,542,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$10,624,559
Income. Interest from US Government securities2011-09-30$159,919
Income. Interest from corporate debt instruments2011-09-30$91,063
Value of interest in common/collective trusts at end of year2011-09-30$2,080,515
Value of interest in common/collective trusts at beginning of year2011-09-30$2,027,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$741,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$1,984,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$1,984,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$2,357
Asset value of US Government securities at beginning of year2011-09-30$6,078,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$396,003
Net investment gain or loss from common/collective trusts2011-09-30$52,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$2,064,215
Employer contributions (assets) at end of year2011-09-30$896,918
Employer contributions (assets) at beginning of year2011-09-30$620,846
Income. Dividends from preferred stock2011-09-30$2,489
Income. Dividends from common stock2011-09-30$736,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$2,156,086
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$3,486,898
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$20,510,882
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$23,640,224
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$54,726,255
Aggregate carrying amount (costs) on sale of assets2011-09-30$52,920,576
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30HUNGERFORD ALDRIN NICHOLS & CARTER
Accountancy firm EIN2011-09-30382184825

Form 5500 Responses for METRO HEALTH PENSION PLAN

2022: METRO HEALTH PENSION PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: METRO HEALTH PENSION PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: METRO HEALTH PENSION PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: METRO HEALTH PENSION PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: METRO HEALTH PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: METRO HEALTH PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: METRO HEALTH PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: METRO HEALTH PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: METRO HEALTH PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: METRO HEALTH PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: METRO HEALTH PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: METRO HEALTH PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: METRO HEALTH PENSION PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: METRO HEALTH PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: METRO HEALTH PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number820320
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number820320
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number820320
Policy instance 1

Potentially related plans

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