Logo

NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 401k Plan overview

Plan NameNEWTON MEDICAL CENTER 401K RETIREMENT PLAN
Plan identification number 001

NEWTON MEDICAL CENTER 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

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

Company Name:NEWTON HEALTHCARE CORPORATION
Employer identification number (EIN):481040759
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWTON MEDICAL CENTER 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TODD KASITZ2023-09-25 TODD KASITZ2023-09-25
0012021-01-01TODD KASITZ2022-10-14 TODD KASITZ2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TODD KASITZ TODD KASITZ2018-10-15
0012016-01-01TODD KASITZ TODD KASITZ2017-10-12
0012015-01-01TODD KASITZ TODD KASITZ2016-10-10
0012014-01-01TODD KASITZ TODD KASITZ2015-10-14
0012013-01-01TODD KASITZ TODD KASITZ2014-10-08
0012012-07-01TODD KASITZ TODD KASITZ2013-07-29
0012011-07-01PAUL LAVENDER PAUL LAVENDER2012-11-21
0012009-07-01PAUL LAVENDER PAUL LAVENDER2011-04-15

Plan Statistics for NEWTON MEDICAL CENTER 401K RETIREMENT PLAN

401k plan membership statisitcs for NEWTON MEDICAL CENTER 401K RETIREMENT PLAN

Measure Date Value
2022: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01881
Total number of active participants reported on line 7a of the Form 55002022-01-01633
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01256
Total of all active and inactive participants2022-01-01904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01907
Number of participants with account balances2022-01-01815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01863
Total number of active participants reported on line 7a of the Form 55002021-01-01658
Number of other retired or separated participants entitled to future benefits2021-01-01215
Total of all active and inactive participants2021-01-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01881
Number of participants with account balances2021-01-01809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01891
Total number of active participants reported on line 7a of the Form 55002020-01-01653
Number of other retired or separated participants entitled to future benefits2020-01-01213
Total of all active and inactive participants2020-01-01866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01867
Number of participants with account balances2020-01-01812
2019: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01979
Total number of active participants reported on line 7a of the Form 55002019-01-01658
Number of other retired or separated participants entitled to future benefits2019-01-01281
Total of all active and inactive participants2019-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01940
Number of participants with account balances2019-01-01891
2018: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01916
Total number of active participants reported on line 7a of the Form 55002018-01-01637
Number of other retired or separated participants entitled to future benefits2018-01-01340
Total of all active and inactive participants2018-01-01977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01979
Number of participants with account balances2018-01-01922
2017: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,050
Total number of active participants reported on line 7a of the Form 55002017-01-01624
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01292
Total of all active and inactive participants2017-01-01916
Total participants2017-01-01916
Number of participants with account balances2017-01-01846
2016: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,033
Total number of active participants reported on line 7a of the Form 55002016-01-01640
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01409
Total of all active and inactive participants2016-01-011,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,050
Number of participants with account balances2016-01-01962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,125
Total number of active participants reported on line 7a of the Form 55002015-01-01665
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01368
Total of all active and inactive participants2015-01-011,033
Total participants2015-01-011,033
Number of participants with account balances2015-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,042
Total number of active participants reported on line 7a of the Form 55002014-01-01724
Number of other retired or separated participants entitled to future benefits2014-01-01400
Total of all active and inactive participants2014-01-011,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,125
Number of participants with account balances2014-01-01992
2013: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01980
Total number of active participants reported on line 7a of the Form 55002013-01-01691
Number of other retired or separated participants entitled to future benefits2013-01-01372
Total of all active and inactive participants2013-01-011,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,064
Number of participants with account balances2013-01-011,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01905
Total number of active participants reported on line 7a of the Form 55002012-07-01646
Number of other retired or separated participants entitled to future benefits2012-07-01333
Total of all active and inactive participants2012-07-01979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01980
Number of participants with account balances2012-07-01941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0120
2011: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01872
Total number of active participants reported on line 7a of the Form 55002011-07-01547
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01327
Total of all active and inactive participants2011-07-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01875
Number of participants with account balances2011-07-01875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0149
2009: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01782
Total number of active participants reported on line 7a of the Form 55002009-07-01661
Number of other retired or separated participants entitled to future benefits2009-07-01200
Total of all active and inactive participants2009-07-01861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-016
Total participants2009-07-01867
Number of participants with account balances2009-07-01706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0152

Financial Data on NEWTON MEDICAL CENTER 401K RETIREMENT PLAN

Measure Date Value
2022 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-4,886,818
Total of all expenses incurred2022-12-31$4,477,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,313,810
Expenses. Certain deemed distributions of participant loans2022-12-31$33,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,210,934
Value of total assets at end of year2022-12-31$46,882,975
Value of total assets at beginning of year2022-12-31$56,246,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$130,194
Total interest from all sources2022-12-31$144,215
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$925,315
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$925,315
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,033,182
Participant contributions at end of year2022-12-31$296,407
Participant contributions at beginning of year2022-12-31$298,520
Participant contributions at end of year2022-12-31$69,063
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$51,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,690
Administrative expenses (other) incurred2022-12-31$120,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,363,967
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,882,975
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$56,246,942
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
Investment advisory and management fees2022-12-31$9,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,447,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$53,014,677
Interest on participant loans2022-12-31$15,051
Interest earned on other investments2022-12-31$129,142
Value of interest in common/collective trusts at end of year2022-12-31$1,116,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,897,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,933,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,167,282
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$1,126,662
Employer contributions (assets) at end of year2022-12-31$36,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,313,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31REGIER CARR & MONROE, LLP
Accountancy firm EIN2022-12-31480507318
2021 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$9,328,238
Total of all expenses incurred2021-12-31$4,601,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,424,826
Expenses. Certain deemed distributions of participant loans2021-12-31$25,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,400,836
Value of total assets at end of year2021-12-31$56,246,942
Value of total assets at beginning of year2021-12-31$51,519,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$150,939
Total interest from all sources2021-12-31$124,984
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,823,152
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$1,823,152
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,039,087
Participant contributions at end of year2021-12-31$298,520
Participant contributions at beginning of year2021-12-31$420,321
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$240,107
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$4,727,150
Value of net assets at end of year (total assets less liabilities)2021-12-31$56,246,942
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,519,792
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$53,014,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,269,807
Interest on participant loans2021-12-31$22,480
Interest earned on other investments2021-12-31$102,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,933,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,829,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,979,266
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$1,121,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,424,826
Contract administrator fees2021-12-31$150,939
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31REGIER CARR & MONROE, LLP
Accountancy firm EIN2021-12-31480507318
2020 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$9,460,296
Total of all expenses incurred2020-12-31$3,677,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,523,449
Expenses. Certain deemed distributions of participant loans2020-12-31$16,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,094,783
Value of total assets at end of year2020-12-31$51,519,792
Value of total assets at beginning of year2020-12-31$45,736,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$136,917
Total interest from all sources2020-12-31$134,263
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,021,544
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$1,021,544
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,955,406
Participant contributions at end of year2020-12-31$420,321
Participant contributions at beginning of year2020-12-31$403,129
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$69,398
Other income not declared elsewhere2020-12-31$4,806
Administrative expenses (other) incurred2020-12-31$1,008
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$5,783,025
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,519,792
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,736,767
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$48,269,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,594,977
Interest on participant loans2020-12-31$23,409
Interest earned on other investments2020-12-31$110,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,829,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,738,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,204,900
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$1,069,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,523,449
Contract administrator fees2020-12-31$135,909
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 name2020-12-31KNUDSEN, MONROE & CO., LLC
Accountancy firm EIN2020-12-31480764317
2019 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29
Total income from all sources (including contributions)2019-12-31$10,377,167
Total of all expenses incurred2019-12-31$2,819,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,653,427
Expenses. Certain deemed distributions of participant loans2019-12-31$12,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,015,632
Value of total assets at end of year2019-12-31$45,736,767
Value of total assets at beginning of year2019-12-31$38,178,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$152,662
Total interest from all sources2019-12-31$129,449
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$964,666
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$964,666
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,023,320
Participant contributions at end of year2019-12-31$403,129
Participant contributions at beginning of year2019-12-31$430,592
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,578
Other income not declared elsewhere2019-12-31$4,738
Administrative expenses (other) incurred2019-12-31$9,235
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$29
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$7,558,115
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,736,767
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,178,652
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$42,594,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,034,905
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,543
Interest on participant loans2019-12-31$22,448
Interest earned on other investments2019-12-31$107,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,738,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,668,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,262,299
Net investment gain/loss from pooled separate accounts2019-12-31$383
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$969,734
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$42,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,653,427
Contract administrator fees2019-12-31$143,427
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 name2019-12-31KNUDSEN, MONROE & CO., LLC
Accountancy firm EIN2019-12-31480764317
2018 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$966
Total income from all sources (including contributions)2018-12-31$1,394,003
Total of all expenses incurred2018-12-31$3,489,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,291,640
Expenses. Certain deemed distributions of participant loans2018-12-31$65,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,121,068
Value of total assets at end of year2018-12-31$38,178,681
Value of total assets at beginning of year2018-12-31$40,275,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$132,966
Total interest from all sources2018-12-31$131,023
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$712,935
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$712,935
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,931,353
Participant contributions at end of year2018-12-31$430,592
Participant contributions at beginning of year2018-12-31$461,682
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$238
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$126,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$25
Other income not declared elsewhere2018-12-31$51,444
Administrative expenses (other) incurred2018-12-31$-9,830
Liabilities. Value of operating payables at end of year2018-12-31$29
Liabilities. Value of operating payables at beginning of year2018-12-31$966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,095,708
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,178,652
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,274,360
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$35,034,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,708,110
Value of interest in pooled separate accounts at end of year2018-12-31$1,543
Value of interest in pooled separate accounts at beginning of year2018-12-31$551,321
Interest on participant loans2018-12-31$24,001
Interest earned on other investments2018-12-31$107,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,668,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,517,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,622,795
Net investment gain/loss from pooled separate accounts2018-12-31$328
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$1,062,947
Employer contributions (assets) at end of year2018-12-31$42,966
Employer contributions (assets) at beginning of year2018-12-31$36,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,291,640
Contract administrator fees2018-12-31$142,796
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 name2018-12-31KNUDSEN, MONROE & CO., LLC
Accountancy firm EIN2018-12-31480764317
2017 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$966
Total income from all sources (including contributions)2017-12-31$8,816,623
Total of all expenses incurred2017-12-31$2,585,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,494,265
Expenses. Certain deemed distributions of participant loans2017-12-31$5,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,060,697
Value of total assets at end of year2017-12-31$40,275,326
Value of total assets at beginning of year2017-12-31$34,043,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$86,224
Total interest from all sources2017-12-31$116,552
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,269,538
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$1,269,538
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,613,914
Participant contributions at end of year2017-12-31$461,682
Participant contributions at beginning of year2017-12-31$351,022
Participant contributions at end of year2017-12-31$238
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$494,859
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$25
Administrative expenses (other) incurred2017-12-31$9,920
Liabilities. Value of operating payables at end of year2017-12-31$966
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$6,230,788
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,274,360
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,043,572
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$36,708,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,697,787
Value of interest in pooled separate accounts at end of year2017-12-31$551,321
Value of interest in pooled separate accounts at beginning of year2017-12-31$440,818
Interest on participant loans2017-12-31$18,367
Interest earned on other investments2017-12-31$98,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,517,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,553,945
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$249,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,347,258
Net investment gain/loss from pooled separate accounts2017-12-31$22,578
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$951,924
Employer contributions (assets) at end of year2017-12-31$36,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,245,167
Contract administrator fees2017-12-31$76,304
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 name2017-12-31KNUDSEN, MONROE & CO., LLC
Accountancy firm EIN2017-12-31480764317
2016 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,242,147
Total of all expenses incurred2016-12-31$1,988,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,907,873
Expenses. Certain deemed distributions of participant loans2016-12-31$16,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,747,676
Value of total assets at end of year2016-12-31$34,043,572
Value of total assets at beginning of year2016-12-31$30,789,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,599
Total interest from all sources2016-12-31$117,947
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,026,242
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$1,026,242
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,550,944
Participant contributions at end of year2016-12-31$351,022
Participant contributions at beginning of year2016-12-31$322,195
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$319,052
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$3,254,116
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,043,572
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,789,456
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$30,697,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,927,136
Value of interest in pooled separate accounts at end of year2016-12-31$440,818
Value of interest in pooled separate accounts at beginning of year2016-12-31$359,919
Interest on participant loans2016-12-31$15,257
Interest earned on other investments2016-12-31$102,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,553,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,180,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,330,600
Net investment gain/loss from pooled separate accounts2016-12-31$19,682
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$877,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,907,873
Contract administrator fees2016-12-31$63,599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31KNUDSEN, MONROE & CO.,LLC
Accountancy firm EIN2016-12-31480764317
2015 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,427,747
Total of all expenses incurred2015-12-31$2,781,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,692,351
Expenses. Certain deemed distributions of participant loans2015-12-31$30,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,297,095
Value of total assets at end of year2015-12-31$30,789,456
Value of total assets at beginning of year2015-12-31$31,142,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,243
Total interest from all sources2015-12-31$94,654
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,202,309
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$1,202,309
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,475,594
Participant contributions at end of year2015-12-31$322,195
Participant contributions at beginning of year2015-12-31$311,283
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$44,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-353,336
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,789,456
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,142,792
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$27,927,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,790,719
Value of interest in pooled separate accounts at end of year2015-12-31$359,919
Value of interest in pooled separate accounts at beginning of year2015-12-31$282,577
Interest on participant loans2015-12-31$12,977
Interest earned on other investments2015-12-31$81,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,180,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,758,213
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$212,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,190,818
Net investment gain/loss from pooled separate accounts2015-12-31$24,507
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$777,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,479,582
Contract administrator fees2015-12-31$58,243
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 name2015-12-31KNUDSEN, MONROE & CO., LLC
Accountancy firm EIN2015-12-31480764317
2014 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,217,076
Total of all expenses incurred2014-12-31$2,331,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,223,443
Expenses. Certain deemed distributions of participant loans2014-12-31$50,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,433,859
Value of total assets at end of year2014-12-31$31,142,792
Value of total assets at beginning of year2014-12-31$29,257,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,724
Total interest from all sources2014-12-31$81,778
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,126,305
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$1,126,305
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,422,804
Participant contributions at end of year2014-12-31$311,283
Participant contributions at beginning of year2014-12-31$367,358
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$186,674
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$1,885,603
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,142,792
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,257,189
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$28,790,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,272,405
Value of interest in pooled separate accounts at end of year2014-12-31$282,577
Value of interest in pooled separate accounts at beginning of year2014-12-31$216,899
Interest on participant loans2014-12-31$14,848
Interest earned on other investments2014-12-31$66,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,758,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,400,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$546,677
Net investment gain/loss from pooled separate accounts2014-12-31$28,457
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$824,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,223,443
Contract administrator fees2014-12-31$57,724
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 name2014-12-31KNUDSEN, MONROE & CO., LLC
Accountancy firm EIN2014-12-31480764317
2013 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,595,716
Total of all expenses incurred2013-12-31$2,777,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,721,583
Expenses. Certain deemed distributions of participant loans2013-12-31$2,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,569,499
Value of total assets at end of year2013-12-31$29,257,189
Value of total assets at beginning of year2013-12-31$25,438,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,359
Total interest from all sources2013-12-31$72,940
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,019,288
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$1,019,288
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,291,353
Participant contributions at end of year2013-12-31$367,358
Participant contributions at beginning of year2013-12-31$402,359
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,888
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$3,818,493
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,257,189
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,438,696
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$27,272,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,661,068
Value of interest in pooled separate accounts at end of year2013-12-31$216,899
Value of interest in pooled separate accounts at beginning of year2013-12-31$198,941
Interest on participant loans2013-12-31$16,049
Interest earned on other investments2013-12-31$56,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,400,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,176,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,914,306
Net investment gain/loss from pooled separate accounts2013-12-31$19,683
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$258,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,721,583
Contract administrator fees2013-12-31$53,359
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 name2013-12-31KNUDSEN, MONROE & CO., LLC
Accountancy firm EIN2013-12-31480764317
2012 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,335
Total income from all sources (including contributions)2012-12-31$2,785,328
Total of all expenses incurred2012-12-31$949,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$925,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,126,958
Value of total assets at end of year2012-12-31$25,438,696
Value of total assets at beginning of year2012-12-31$23,611,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,039
Total interest from all sources2012-12-31$34,521
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$553,163
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$553,163
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$641,206
Participant contributions at end of year2012-12-31$402,359
Participant contributions at beginning of year2012-12-31$413,448
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$164,191
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$1,836,180
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,438,696
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,602,516
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$23,661,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,918,352
Value of interest in pooled separate accounts at end of year2012-12-31$198,941
Value of interest in pooled separate accounts at beginning of year2012-12-31$181,215
Interest on participant loans2012-12-31$8,728
Interest earned on other investments2012-12-31$25,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,176,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,098,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,063,277
Net investment gain/loss from pooled separate accounts2012-12-31$7,409
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$321,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$925,109
Contract administrator fees2012-12-31$24,039
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$9,335
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 name2012-12-31KNUDSEN, MONROE & CO., LLC
Accountancy firm EIN2012-12-31480764317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$9,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$9,154
Total income from all sources (including contributions)2012-06-30$2,072,597
Total of all expenses incurred2012-06-30$1,284,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,200,541
Expenses. Certain deemed distributions of participant loans2012-06-30$42,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,909,460
Value of total assets at end of year2012-06-30$23,611,851
Value of total assets at beginning of year2012-06-30$22,823,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$42,195
Total interest from all sources2012-06-30$61,349
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$453,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$453,524
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,253,432
Participant contributions at end of year2012-06-30$413,448
Participant contributions at beginning of year2012-06-30$320,979
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$84,169
Administrative expenses (other) incurred2012-06-30$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$787,774
Value of net assets at end of year (total assets less liabilities)2012-06-30$23,602,516
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$22,814,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$21,918,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$21,514,460
Value of interest in pooled separate accounts at end of year2012-06-30$181,215
Value of interest in pooled separate accounts at beginning of year2012-06-30$112,168
Interest on participant loans2012-06-30$18,155
Interest earned on other investments2012-06-30$43,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,098,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$876,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-367,204
Net investment gain/loss from pooled separate accounts2012-06-30$15,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$571,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,200,541
Contract administrator fees2012-06-30$42,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$9,335
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$9,154
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KNUDSEN, MONROE & CO., LLC
Accountancy firm EIN2012-06-30480764317
2011 : NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$9,154
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$13,794
Total income from all sources (including contributions)2011-06-30$5,978,657
Total of all expenses incurred2011-06-30$1,836,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,783,357
Expenses. Certain deemed distributions of participant loans2011-06-30$2,748
Value of total corrective distributions2011-06-30$9,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,825,104
Value of total assets at end of year2011-06-30$22,823,896
Value of total assets at beginning of year2011-06-30$18,686,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$41,359
Total interest from all sources2011-06-30$47,585
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$384,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$384,892
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$533,898
Participant contributions at end of year2011-06-30$320,979
Participant contributions at beginning of year2011-06-30$272,402
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$628
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$63,764
Administrative expenses (other) incurred2011-06-30$41,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,142,039
Value of net assets at end of year (total assets less liabilities)2011-06-30$22,814,742
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$18,672,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$21,514,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$17,521,763
Value of interest in pooled separate accounts at end of year2011-06-30$112,168
Value of interest in pooled separate accounts at beginning of year2011-06-30$64,729
Interest on participant loans2011-06-30$13,424
Interest earned on other investments2011-06-30$34,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$876,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$826,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$3,705,016
Net investment gain/loss from pooled separate accounts2011-06-30$16,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,227,442
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,783,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Liabilities. Value of benefit claims payable at end of year2011-06-30$9,154
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$13,794
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KNUDSEN, MONROE & CO., LLC
Accountancy firm EIN2011-06-30480764317

Form 5500 Responses for NEWTON MEDICAL CENTER 401K RETIREMENT PLAN

2022: NEWTON MEDICAL CENTER 401K 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: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: NEWTON MEDICAL CENTER 401K 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: NEWTON MEDICAL CENTER 401K 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: NEWTON MEDICAL CENTER 401K 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: NEWTON MEDICAL CENTER 401K 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: NEWTON MEDICAL CENTER 401K 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: NEWTON MEDICAL CENTER 401K 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: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
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
2011: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: NEWTON MEDICAL CENTER 401K RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered48
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered49
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered50
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered52
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered77
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered70
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered992
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered1008
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered941
Insurance policy start date2012-07-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered875
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100980
Policy instance 1
Insurance contract or identification number100980
Number of Individuals Covered832
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1