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UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameUNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 004

UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT 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.
  • 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. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01THOMAS J KELLEY
0042016-01-01THOMAS J KELLEY
0042015-01-01THOMAS J KELLEY
0042014-01-01THOMAS J KELLEY
0042013-01-01THOMAS J KELLEY
0042012-07-01THOMAS J KELLEY

Plan Statistics for UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,230
Total number of active participants reported on line 7a of the Form 55002022-01-012,381
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01172
Total of all active and inactive participants2022-01-012,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-012,559
Number of participants with account balances2022-01-011,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,213
Total number of active participants reported on line 7a of the Form 55002021-01-012,065
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01158
Total of all active and inactive participants2021-01-012,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-012,230
Number of participants with account balances2021-01-011,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,784
Total number of active participants reported on line 7a of the Form 55002020-01-012,092
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01119
Total of all active and inactive participants2020-01-012,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-012,213
Number of participants with account balances2020-01-011,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,524
Total number of active participants reported on line 7a of the Form 55002019-01-011,709
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-011,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,784
Number of participants with account balances2019-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,345
Total number of active participants reported on line 7a of the Form 55002018-01-011,409
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01112
Total of all active and inactive participants2018-01-011,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,524
Number of participants with account balances2018-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01769
Total number of active participants reported on line 7a of the Form 55002017-01-01459
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01102
Total of all active and inactive participants2017-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01564
Number of participants with account balances2017-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01669
Total number of active participants reported on line 7a of the Form 55002016-01-01671
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0198
Total of all active and inactive participants2016-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01769
Number of participants with account balances2016-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01444
Total number of active participants reported on line 7a of the Form 55002015-01-01577
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01635
Number of participants with account balances2015-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01374
Total number of active participants reported on line 7a of the Form 55002014-01-01407
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01429
Number of participants with account balances2014-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01277
Total number of active participants reported on line 7a of the Form 55002013-01-01354
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01359
Number of participants with account balances2013-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01282
Total number of active participants reported on line 7a of the Form 55002012-07-01272
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-015
Total of all active and inactive participants2012-07-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01277
Number of participants with account balances2012-07-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010

Financial Data on UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$271
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$40,506
Total income from all sources (including contributions)2022-12-31$1,706,939
Total of all expenses incurred2022-12-31$926,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$898,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,612,948
Value of total assets at end of year2022-12-31$16,792,823
Value of total assets at beginning of year2022-12-31$16,052,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,057
Total interest from all sources2022-12-31$4,001
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$286,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$286,179
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$55,682
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$34,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$40,506
Other income not declared elsewhere2022-12-31$-1,597
Administrative expenses (other) incurred2022-12-31$28,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$780,108
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,792,552
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,012,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,236,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,674,842
Interest earned on other investments2022-12-31$4,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$274,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$187,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,194,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,612,948
Employer contributions (assets) at end of year2022-12-31$225,785
Employer contributions (assets) at beginning of year2022-12-31$156,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$898,774
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$40,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$128,884
Total income from all sources (including contributions)2021-12-31$6,323,749
Total of all expenses incurred2021-12-31$1,298,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,266,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,369,792
Value of total assets at end of year2021-12-31$16,052,950
Value of total assets at beginning of year2021-12-31$11,116,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,044
Total interest from all sources2021-12-31$2,449
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$336,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$336,456
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$34,655
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$18,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$40,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$128,884
Other income not declared elsewhere2021-12-31$1,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,024,990
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,012,444
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,987,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$168
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,674,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,858,172
Interest earned on other investments2021-12-31$2,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$187,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$92,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,613,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,369,792
Employer contributions (assets) at end of year2021-12-31$156,163
Employer contributions (assets) at beginning of year2021-12-31$146,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,266,715
Contract administrator fees2021-12-31$31,876
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$128,884
Total income from all sources (including contributions)2020-12-31$5,470,298
Total of all expenses incurred2020-12-31$757,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$736,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,866,645
Value of total assets at end of year2020-12-31$11,116,338
Value of total assets at beginning of year2020-12-31$6,274,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,461
Total interest from all sources2020-12-31$293
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$174,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$174,778
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$18,870
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$128,884
Other income not declared elsewhere2020-12-31$1,127
Administrative expenses (other) incurred2020-12-31$20,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,713,149
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,987,454
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,274,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,858,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,189,028
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$37,819
Interest earned on other investments2020-12-31$293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$92,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,426,722
Net investment gain/loss from pooled separate accounts2020-12-31$733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,866,645
Employer contributions (assets) at end of year2020-12-31$146,455
Employer contributions (assets) at beginning of year2020-12-31$47,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$736,688
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,492,979
Total of all expenses incurred2019-12-31$407,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$392,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,416,013
Value of total assets at end of year2019-12-31$6,274,305
Value of total assets at beginning of year2019-12-31$4,188,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,758
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$99,239
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$99,239
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Administrative expenses (other) incurred2019-12-31$14,758
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$2,085,687
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,274,305
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,188,618
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 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$6,189,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,107,826
Value of interest in pooled separate accounts at end of year2019-12-31$37,819
Value of interest in pooled separate accounts at beginning of year2019-12-31$39,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$976,861
Net investment gain/loss from pooled separate accounts2019-12-31$866
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,416,013
Employer contributions (assets) at end of year2019-12-31$47,458
Employer contributions (assets) at beginning of year2019-12-31$41,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$392,534
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 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
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
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$934,693
Total of all expenses incurred2018-12-31$233,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$221,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,221,874
Value of total assets at end of year2018-12-31$4,188,618
Value of total assets at beginning of year2018-12-31$3,487,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,939
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$77,254
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$77,254
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
Administrative expenses (other) incurred2018-12-31$11,939
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$701,408
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,188,618
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,487,210
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$4,107,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,430,215
Value of interest in pooled separate accounts at end of year2018-12-31$39,579
Value of interest in pooled separate accounts at beginning of year2018-12-31$24,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-364,886
Net investment gain/loss from pooled separate accounts2018-12-31$451
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
Contributions received in cash from employer2018-12-31$1,221,874
Employer contributions (assets) at end of year2018-12-31$41,213
Employer contributions (assets) at beginning of year2018-12-31$32,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$221,346
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 LLP
Accountancy firm EIN2018-12-31390758449
2017 : UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,355,439
Total of all expenses incurred2017-12-31$256,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$246,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$893,131
Value of total assets at end of year2017-12-31$3,487,210
Value of total assets at beginning of year2017-12-31$2,388,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,795
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$59,595
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$59,595
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
Administrative expenses (other) incurred2017-12-31$9,795
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$1,098,972
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,487,210
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,388,238
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$3,430,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,317,910
Value of interest in pooled separate accounts at end of year2017-12-31$24,630
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$402,463
Net investment gain/loss from pooled separate accounts2017-12-31$250
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
Contributions received in cash from employer2017-12-31$893,131
Employer contributions (assets) at end of year2017-12-31$32,365
Employer contributions (assets) at beginning of year2017-12-31$51,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$246,672
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. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,013,718
Total of all expenses incurred2016-12-31$195,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$187,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$843,715
Value of total assets at end of year2016-12-31$2,388,238
Value of total assets at beginning of year2016-12-31$1,569,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,957
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$38,160
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$38,160
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$67,763
Administrative expenses (other) incurred2016-12-31$7,957
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$818,576
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,388,238
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,569,662
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$2,317,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,528,098
Value of interest in pooled separate accounts at end of year2016-12-31$18,578
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$131,621
Net investment gain/loss from pooled separate accounts2016-12-31$222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$775,952
Employer contributions (assets) at end of year2016-12-31$51,750
Employer contributions (assets) at beginning of year2016-12-31$28,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$187,185
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. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$557,574
Total of all expenses incurred2015-12-31$128,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$122,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$583,241
Value of total assets at end of year2015-12-31$1,569,662
Value of total assets at beginning of year2015-12-31$1,140,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,790
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$21,254
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$21,254
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
Administrative expenses (other) incurred2015-12-31$5,790
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$429,098
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,569,662
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,140,564
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$1,528,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,090,578
Value of interest in pooled separate accounts at end of year2015-12-31$12,935
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-47,098
Net investment gain/loss from pooled separate accounts2015-12-31$177
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
Contributions received in cash from employer2015-12-31$583,241
Employer contributions (assets) at end of year2015-12-31$28,629
Employer contributions (assets) at beginning of year2015-12-31$32,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$122,686
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. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$537,543
Total of all expenses incurred2014-12-31$62,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$58,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$487,399
Value of total assets at end of year2014-12-31$1,140,564
Value of total assets at beginning of year2014-12-31$665,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,543
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,743
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$16,743
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
Administrative expenses (other) incurred2014-12-31$3,543
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$475,512
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,140,564
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$665,052
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$1,090,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$604,749
Value of interest in pooled separate accounts at end of year2014-12-31$17,749
Value of interest in pooled separate accounts at beginning of year2014-12-31$17,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$33,132
Net investment gain/loss from pooled separate accounts2014-12-31$269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$487,399
Employer contributions (assets) at end of year2014-12-31$32,237
Employer contributions (assets) at beginning of year2014-12-31$42,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$58,488
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. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$493,235
Total of all expenses incurred2013-12-31$17,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$421,747
Value of total assets at end of year2013-12-31$665,052
Value of total assets at beginning of year2013-12-31$189,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,304
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,148
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$10,148
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
Administrative expenses (other) incurred2013-12-31$1,304
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$475,477
Value of net assets at end of year (total assets less liabilities)2013-12-31$665,052
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$189,575
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$604,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$182,535
Value of interest in pooled separate accounts at end of year2013-12-31$17,487
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$61,167
Net investment gain/loss from pooled separate accounts2013-12-31$173
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$421,747
Employer contributions (assets) at end of year2013-12-31$42,816
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,454
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. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$190,135
Total of all expenses incurred2012-12-31$560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$184,289
Value of total assets at end of year2012-12-31$189,575
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$117
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,006
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$2,006
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 period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$117
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$189,575
Value of net assets at end of year (total assets less liabilities)2012-12-31$189,575
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$182,535
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$7,040
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,817
Net investment gain/loss from pooled separate accounts2012-12-31$23
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$184,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$443
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN

2022: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED HOSPITAL SYSTEM, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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. 401(A) DEFINED CONTRIBUTION RETIREMENT 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. 401(A) DEFINED CONTRIBUTION RETIREMENT 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. 401(A) DEFINED CONTRIBUTION RETIREMENT 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. 401(A) DEFINED CONTRIBUTION RETIREMENT 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. 401(A) DEFINED CONTRIBUTION RETIREMENT 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. 401(A) DEFINED CONTRIBUTION RETIREMENT 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. 401(A) DEFINED CONTRIBUTION RETIREMENT 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. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080471
Policy instance 2
Insurance contract or identification numberTT080471
Number of Individuals Covered1335
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 numberTT080471
Policy instance 1
Insurance contract or identification numberTT080471
Number of Individuals Covered1335
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080471
Policy instance 2
Insurance contract or identification numberTT080471
Number of Individuals Covered1287
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 numberTT080471
Policy instance 1
Insurance contract or identification numberTT080471
Number of Individuals Covered1287
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080471
Policy instance 2
Insurance contract or identification numberTT080471
Number of Individuals Covered1274
Insurance policy start date2020-10-15
Insurance policy end date2020-12-31
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 numberTT080471
Policy instance 1
Insurance contract or identification numberTT080471
Number of Individuals Covered1274
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 numberTT080471
Policy instance 1
Insurance contract or identification numberTT080471
Number of Individuals Covered740
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 numberTT080471
Policy instance 1
Insurance contract or identification numberTT080471
Number of Individuals Covered664
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 numberTT080471
Policy instance 1
Insurance contract or identification numberTT080471
Number of Individuals Covered564
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 numberTT080471
Policy instance 1
Insurance contract or identification numberTT080471
Number of Individuals Covered351
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 numberTT080471
Policy instance 1
Insurance contract or identification numberTT080471
Number of Individuals Covered271
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 numberTT080471
Policy instance 1
Insurance contract or identification numberTT080471
Number of Individuals Covered239
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 numberTT080471
Policy instance 1
Insurance contract or identification numberTT080471
Number of Individuals Covered214
Insurance policy start date2012-07-01
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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