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UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameUNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 002

UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FROEDTERT SOUTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:FROEDTERT SOUTH, INC.
Employer identification number (EIN):390816845
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS J KELLEY
0022016-01-01THOMAS J KELLEY
0022015-01-01THOMAS J KELLEY
0022014-01-01THOMAS J KELLEY
0022013-01-01THOMAS J KELLEY
0022012-01-01THOMAS J KELLEY

Plan Statistics for UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2020: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01920
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,019
Total number of active participants reported on line 7a of the Form 55002019-01-01840
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01920
Number of participants with account balances2019-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,326
Total number of active participants reported on line 7a of the Form 55002018-01-01925
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0192
Total of all active and inactive participants2018-01-011,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,019
Number of participants with account balances2018-01-01639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,261
Total number of active participants reported on line 7a of the Form 55002017-01-011,231
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0192
Total of all active and inactive participants2017-01-011,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,326
Number of participants with account balances2017-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,527
Total number of active participants reported on line 7a of the Form 55002016-01-011,169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0190
Total of all active and inactive participants2016-01-011,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,261
Number of participants with account balances2016-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,445
Total number of active participants reported on line 7a of the Form 55002015-01-011,462
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-011,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,527
Number of participants with account balances2015-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,586
Total number of active participants reported on line 7a of the Form 55002014-01-011,422
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-011,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,445
Number of participants with account balances2014-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,026
Total number of active participants reported on line 7a of the Form 55002013-01-011,577
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-011,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,586
Number of participants with account balances2013-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,227
Total number of active participants reported on line 7a of the Form 55002012-01-012,022
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-012,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,026
Number of participants with account balances2012-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2020 : UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total transfer of assets from this plan2020-03-09$27,919,065
Total income from all sources (including contributions)2020-03-09$-3,376,547
Total of all expenses incurred2020-03-09$603,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-09$588,587
Expenses. Certain deemed distributions of participant loans2020-03-09$3,074
Value of total assets at end of year2020-03-09$0
Value of total assets at beginning of year2020-03-09$31,898,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-09$11,436
Total interest from all sources2020-03-09$-78
Total dividends received (eg from common stock, registered investment company shares)2020-03-09$17,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-09Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-03-09$0
Total dividends received from registered investment company shares (eg mutual funds)2020-03-09$17,046
Was this plan covered by a fidelity bond2020-03-09Yes
Value of fidelity bond cover2020-03-09$5,000,000
If this is an individual account plan, was there a blackout period2020-03-09No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-09$0
Were there any nonexempt tranactions with any party-in-interest2020-03-09No
Participant contributions at end of year2020-03-09$0
Participant contributions at beginning of year2020-03-09$207,397
Assets. Other investments not covered elsewhere at end of year2020-03-09$0
Assets. Other investments not covered elsewhere at beginning of year2020-03-09$1,549,996
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-09$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-09$984
Other income not declared elsewhere2020-03-09$-123,586
Administrative expenses (other) incurred2020-03-09$11,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-09No
Value of net income/loss2020-03-09$-3,979,644
Value of net assets at end of year (total assets less liabilities)2020-03-09$0
Value of net assets at beginning of year (total assets less liabilities)2020-03-09$31,898,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-09No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-09No
Were any leases to which the plan was party in default or uncollectible2020-03-09No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-09$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-09$28,938,342
Value of interest in pooled separate accounts at end of year2020-03-09$0
Value of interest in pooled separate accounts at beginning of year2020-03-09$1,201,973
Interest on participant loans2020-03-09$-78
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-09$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-09$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-09$-3,273,385
Net investment gain/loss from pooled separate accounts2020-03-09$3,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-09No
Was there a failure to transmit to the plan any participant contributions2020-03-09No
Has the plan failed to provide any benefit when due under the plan2020-03-09No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-09$588,587
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-09No
Did the plan have assets held for investment2020-03-09No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-09No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-09Yes
Opinion of an independent qualified public accountant for this plan2020-03-09Disclaimer
Accountancy firm name2020-03-09WIPFI LLP
Accountancy firm EIN2020-03-09390758449
2019 : UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,179,454
Total income from all sources (including contributions)2019-12-31$9,179,454
Total of all expenses incurred2019-12-31$1,862,480
Total of all expenses incurred2019-12-31$1,862,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,780,370
Expenses. Certain deemed distributions of participant loans2019-12-31$26,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,615,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,615,393
Value of total assets at end of year2019-12-31$31,898,709
Value of total assets at end of year2019-12-31$31,898,709
Value of total assets at beginning of year2019-12-31$24,581,735
Value of total assets at beginning of year2019-12-31$24,581,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,211
Total interest from all sources2019-12-31$5,958
Total interest from all sources2019-12-31$5,958
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$513,915
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$513,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$513,915
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$513,915
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,073,239
Contributions received from participants2019-12-31$3,073,239
Participant contributions at end of year2019-12-31$207,397
Participant contributions at end of year2019-12-31$207,397
Participant contributions at beginning of year2019-12-31$189,606
Participant contributions at beginning of year2019-12-31$189,606
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,082
Participant contributions at beginning of year2019-12-31$1,082
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,549,996
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,549,996
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,062,540
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,062,540
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$542,154
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$542,154
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$984
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,357
Other income not declared elsewhere2019-12-31$241,917
Other income not declared elsewhere2019-12-31$241,917
Administrative expenses (other) incurred2019-12-31$55,211
Administrative expenses (other) incurred2019-12-31$55,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,316,974
Value of net income/loss2019-12-31$7,316,974
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,898,709
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,581,735
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,581,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,938,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,938,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,351,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,351,107
Value of interest in pooled separate accounts at end of year2019-12-31$1,201,973
Value of interest in pooled separate accounts at end of year2019-12-31$1,201,973
Value of interest in pooled separate accounts at beginning of year2019-12-31$976,026
Value of interest in pooled separate accounts at beginning of year2019-12-31$976,026
Interest on participant loans2019-12-31$5,958
Interest on participant loans2019-12-31$5,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,802,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,802,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,780,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,780,370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,779,298
Total of all expenses incurred2018-12-31$1,821,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,696,814
Expenses. Certain deemed distributions of participant loans2018-12-31$69,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,209,169
Value of total assets at end of year2018-12-31$24,581,735
Value of total assets at beginning of year2018-12-31$24,624,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,985
Total interest from all sources2018-12-31$4,393
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$410,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$410,407
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,054,766
Participant contributions at end of year2018-12-31$189,606
Participant contributions at beginning of year2018-12-31$220,019
Participant contributions at end of year2018-12-31$1,082
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,062,540
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,400,813
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$154,403
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,443
Other income not declared elsewhere2018-12-31$-93,056
Administrative expenses (other) incurred2018-12-31$55,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-42,564
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,581,735
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,624,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,351,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,995,228
Value of interest in pooled separate accounts at end of year2018-12-31$976,026
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,005,779
Interest on participant loans2018-12-31$4,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,766,369
Net investment gain/loss from pooled separate accounts2018-12-31$14,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,696,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LL
Accountancy firm EIN2018-12-31390758449
2017 : UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,529,011
Total of all expenses incurred2017-12-31$613,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$550,094
Expenses. Certain deemed distributions of participant loans2017-12-31$7,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,330,681
Value of total assets at end of year2017-12-31$24,624,299
Value of total assets at beginning of year2017-12-31$18,708,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,375
Total interest from all sources2017-12-31$3,649
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$339,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$339,933
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,158,734
Participant contributions at end of year2017-12-31$220,019
Participant contributions at beginning of year2017-12-31$80,509
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,400,813
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,045,687
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$171,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$587
Other income not declared elsewhere2017-12-31$209,956
Administrative expenses (other) incurred2017-12-31$55,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,915,623
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,624,299
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,708,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,995,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,796,164
Value of interest in pooled separate accounts at end of year2017-12-31$1,005,779
Value of interest in pooled separate accounts at beginning of year2017-12-31$785,712
Interest on participant loans2017-12-31$3,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,634,494
Net investment gain/loss from pooled separate accounts2017-12-31$10,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$550,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,755,785
Total of all expenses incurred2016-12-31$606,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$548,501
Expenses. Certain deemed distributions of participant loans2016-12-31$1,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,476,985
Value of total assets at end of year2016-12-31$18,708,676
Value of total assets at beginning of year2016-12-31$14,559,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,916
Total interest from all sources2016-12-31$1,242
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$273,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$273,339
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,104,241
Participant contributions at end of year2016-12-31$80,509
Participant contributions at beginning of year2016-12-31$75,854
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,045,687
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$765,305
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$372,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$274
Other income not declared elsewhere2016-12-31$56,191
Administrative expenses (other) incurred2016-12-31$56,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,148,972
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,708,676
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,559,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,796,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,022,413
Value of interest in pooled separate accounts at end of year2016-12-31$785,712
Value of interest in pooled separate accounts at beginning of year2016-12-31$695,858
Interest on participant loans2016-12-31$1,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$939,100
Net investment gain/loss from pooled separate accounts2016-12-31$8,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$548,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,374,586
Total of all expenses incurred2015-12-31$731,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$640,129
Expenses. Certain deemed distributions of participant loans2015-12-31$42,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,500,310
Value of total assets at end of year2015-12-31$14,559,704
Value of total assets at beginning of year2015-12-31$11,916,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,996
Total interest from all sources2015-12-31$1,270
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$190,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$190,136
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,113,697
Participant contributions at end of year2015-12-31$75,854
Participant contributions at beginning of year2015-12-31$96,099
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$146,688
Assets. Other investments not covered elsewhere at end of year2015-12-31$765,305
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$670,658
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$386,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$701
Other income not declared elsewhere2015-12-31$940
Administrative expenses (other) incurred2015-12-31$47,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,643,485
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,559,704
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,916,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,022,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,488,423
Value of interest in pooled separate accounts at end of year2015-12-31$695,858
Value of interest in pooled separate accounts at beginning of year2015-12-31$513,650
Interest on participant loans2015-12-31$1,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-326,147
Net investment gain/loss from pooled separate accounts2015-12-31$8,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$640,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$953,495
Total income from all sources (including contributions)2014-12-31$3,801,271
Total of all expenses incurred2014-12-31$153,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$118,869
Expenses. Certain deemed distributions of participant loans2014-12-31$1,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,243,008
Value of total assets at end of year2014-12-31$11,916,219
Value of total assets at beginning of year2014-12-31$7,315,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,657
Total interest from all sources2014-12-31$1,181
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$165,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$165,800
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,142,171
Participant contributions at end of year2014-12-31$96,099
Participant contributions at beginning of year2014-12-31$51,080
Participant contributions at end of year2014-12-31$146,688
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$670,658
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$198,133
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$100,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$701
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$185
Other income not declared elsewhere2014-12-31$15,095
Administrative expenses (other) incurred2014-12-31$33,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,647,538
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,916,219
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,315,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,488,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,865,860
Value of interest in pooled separate accounts at end of year2014-12-31$513,650
Value of interest in pooled separate accounts at beginning of year2014-12-31$199,928
Interest on participant loans2014-12-31$1,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$372,268
Net investment gain/loss from pooled separate accounts2014-12-31$3,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$118,869
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$311,496
Total income from all sources (including contributions)2013-12-31$3,726,568
Total of all expenses incurred2013-12-31$130,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$108,826
Expenses. Certain deemed distributions of participant loans2013-12-31$5,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,919,318
Value of total assets at end of year2013-12-31$7,315,186
Value of total assets at beginning of year2013-12-31$3,407,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,590
Total interest from all sources2013-12-31$792
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$111,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$111,823
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,764,390
Participant contributions at end of year2013-12-31$51,080
Participant contributions at beginning of year2013-12-31$52,202
Assets. Other investments not covered elsewhere at end of year2013-12-31$198,133
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$111,392
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$153,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$58
Other income not declared elsewhere2013-12-31$12,471
Administrative expenses (other) incurred2013-12-31$15,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,596,515
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,315,186
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,407,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,865,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,120,515
Value of interest in pooled separate accounts at end of year2013-12-31$199,928
Value of interest in pooled separate accounts at beginning of year2013-12-31$123,008
Interest on participant loans2013-12-31$792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$680,232
Net investment gain/loss from pooled separate accounts2013-12-31$1,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$108,826
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$702,346
Total transfer of assets from this plan2012-12-31$205,169
Total income from all sources (including contributions)2012-12-31$2,962,658
Total of all expenses incurred2012-12-31$52,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$46,995
Expenses. Certain deemed distributions of participant loans2012-12-31$1,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,818,760
Value of total assets at end of year2012-12-31$3,407,175
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,348
Total interest from all sources2012-12-31$178
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$51,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$51,439
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,673,496
Participant contributions at end of year2012-12-31$52,202
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$111,392
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$145,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$58
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$5,126
Administrative expenses (other) incurred2012-12-31$4,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,909,998
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,407,175
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,120,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$123,008
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$86,253
Net investment gain/loss from pooled separate accounts2012-12-31$902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$46,995
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449

Form 5500 Responses for UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN

2020: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED HOSPITAL SYSTEM, INC. VOLUNTARY 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069468
Policy instance 1
Insurance contract or identification numberTT069468
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-03-09
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069468
Policy instance 1
Insurance contract or identification numberTT069468
Number of Individuals Covered561
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069468
Policy instance 1
Insurance contract or identification numberTT069468
Number of Individuals Covered639
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069468
Policy instance 1
Insurance contract or identification numberTT069468
Number of Individuals Covered662
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069468
Policy instance 1
Insurance contract or identification numberTT069468
Number of Individuals Covered637
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069468
Policy instance 1
Insurance contract or identification numberTT069468
Number of Individuals Covered493
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069468
Policy instance 1
Insurance contract or identification numberTT069468
Number of Individuals Covered461
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069468
Policy instance 1
Insurance contract or identification numberTT069468
Number of Individuals Covered418
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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