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TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST 401k Plan overview

Plan NameTRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST
Plan identification number 002

TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRI-COUNTY HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:TRI-COUNTY HOSPITAL
Employer identification number (EIN):410713913
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022009-01-01KELLIE WELLER KELLIE WELLER2010-10-14
0022007-01-01DEBBIE SLY DEBBIE SLY2013-07-26

Plan Statistics for TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST

401k plan membership statisitcs for TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST

Measure Date Value
2009: TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01543
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-01647
Total number of active participants reported on line 7a of the Form 55002007-01-01721
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0132
Total of all active and inactive participants2007-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01753
Number of participants with account balances2007-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
Number of employers contributing to the scheme2007-01-0110

Financial Data on TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST

Measure Date Value
2009 : TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$652,140
Amount contributed by the employer to the plan for this plan year2009-12-31$652,140
2007 : TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST 2007 401k financial data
Unrealized appreciation/depreciation of real estate assets2007-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2007-12-31$0
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total transfer of assets to this plan2007-12-31$0
Total transfer of assets from this plan2007-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Expenses. Interest paid2007-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022007-12-31$0
Total income from all sources (including contributions)2007-12-31$1,545,283
Total loss/gain on sale of assets2007-12-31$0
Total of all expenses incurred2007-12-31$165,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$165,682
Expenses. Certain deemed distributions of participant loans2007-12-31$0
Value of total corrective distributions2007-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$862,293
Value of total assets at end of year2007-12-31$8,101,510
Value of total assets at beginning of year2007-12-31$6,721,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$0
Total income from rents2007-12-31$0
Total interest from all sources2007-12-31$49,639
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2007-12-31$0
Administrative expenses professional fees incurred2007-12-31$0
Was this plan covered by a fidelity bond2007-12-31No
If this is an individual account plan, was there a blackout period2007-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
Funding deficiency by the employer to the plan for this plan year2007-12-31$0
Minimum employer required contribution for this plan year2007-12-31$516,558
Amount contributed by the employer to the plan for this plan year2007-12-31$516,558
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$0
Participant contributions at end of year2007-12-31$216,600
Participant contributions at beginning of year2007-12-31$162,812
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$177,222
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2007-12-31$0
Other income not declared elsewhere2007-12-31$0
Administrative expenses (other) incurred2007-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Income. Non cash contributions2007-12-31$0
Value of net income/loss2007-12-31$1,379,601
Value of net assets at end of year (total assets less liabilities)2007-12-31$8,101,510
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$6,721,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Investment advisory and management fees2007-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-12-31$6,920,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-12-31$5,714,960
Interest on participant loans2007-12-31$13,966
Income. Interest from loans (other than to participants)2007-12-31$0
Interest earned on other investments2007-12-31$0
Income. Interest from US Government securities2007-12-31$0
Income. Interest from corporate debt instruments2007-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-12-31$35,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$961,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$818,723
Expenses. Payments to insurance carriers foe the provision of benefits2007-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-12-31$633,351
Net investment gain/loss from pooled separate accounts2007-12-31$0
Net investment gain or loss from common/collective trusts2007-12-31$0
Net gain/loss from 103.12 investment entities2007-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$685,071
Employer contributions (assets) at end of year2007-12-31$2,771
Employer contributions (assets) at beginning of year2007-12-31$25,414
Income. Dividends from preferred stock2007-12-31$0
Income. Dividends from common stock2007-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$165,682
Contract administrator fees2007-12-31$0
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Aggregate proceeds on sale of assets2007-12-31$0
Aggregate carrying amount (costs) on sale of assets2007-12-31$0

Form 5500 Responses for TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST

2009: TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingYes
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: TRI-COUNTY HOSPITAL EMPLOYEES PENSION PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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