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WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 401k Plan overview

Plan NameWILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST
Plan identification number 501

WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

WILLIAM NEWTON MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM NEWTON MEMORIAL HOSPITAL
Employer identification number (EIN):486005089
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01BRIAN BARTA2024-10-10
5012022-01-01BRIAN BARTA2023-10-13
5012022-01-01BRIAN BARTA2024-07-31
5012021-01-01BRIAN BARTA2022-10-05
5012020-01-01BRIAN BARTA2021-08-02
5012019-01-01BRIAN BARTA2020-10-12
5012019-01-01
5012019-01-01
5012017-01-01BRIAN BARTA
5012016-01-01DEBBIE HOCKENBURY
5012015-01-01DEBBIE HOCKENBURY
5012014-01-01DEBBIE HOCKENBURY
5012013-01-01DEBBIE HOCKENBURY
5012012-01-01DEBBIE HOCKENBURY
5012011-01-01DEBBIE HOCKENBERRY
5012010-01-01DANNY HUCKVALE
5012009-01-01DANNY HUCKVALE

Plan Statistics for WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST

401k plan membership statisitcs for WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST

Measure Date Value
2023: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01351
Total number of active participants reported on line 7a of the Form 55002023-01-01350
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01350
Number of employers contributing to the scheme2023-01-010
2022: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01337
Total number of active participants reported on line 7a of the Form 55002022-01-01345
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01346
Number of employers contributing to the scheme2022-01-010
2021: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01222
Total number of active participants reported on line 7a of the Form 55002021-01-01350
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01350
Number of employers contributing to the scheme2021-01-010
2020: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01219
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01222
Number of employers contributing to the scheme2020-01-010
2019: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01196
Total number of active participants reported on line 7a of the Form 55002019-01-01203
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01206
Number of employers contributing to the scheme2019-01-010
2017: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01191
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01171
2016: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01191
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01195
2015: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01156
Total number of active participants reported on line 7a of the Form 55002015-01-01183
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01184
2014: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-01156
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01157
2013: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01129
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-012
Total of all active and inactive participants2013-01-01135
2012: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01134
Total number of active participants reported on line 7a of the Form 55002012-01-01129
Total of all active and inactive participants2012-01-01129
2011: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01138
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Total of all active and inactive participants2011-01-01134
2010: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01139
Total number of active participants reported on line 7a of the Form 55002010-01-01138
Total of all active and inactive participants2010-01-01138
2009: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01146
Total number of active participants reported on line 7a of the Form 55002009-01-01139
Total of all active and inactive participants2009-01-01139

Financial Data on WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST

Measure Date Value
2019 : WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2019 401k financial data
Total transfer of assets from this plan2019-12-31$136,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$241,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$241,157
Total income from all sources (including contributions)2019-12-31$476
Total income from all sources (including contributions)2019-12-31$476
Total of all expenses incurred2019-12-31$136,798
Total of all expenses incurred2019-12-31$136,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$476
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$377,479
Value of total assets at beginning of year2019-12-31$377,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$136,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$136,798
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$136,322
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$136,322
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$62,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$62,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$46,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$46,205
Administrative expenses (other) incurred2019-12-31$136,322
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$315,429
Total non interest bearing cash at beginning of year2019-12-31$315,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-136,322
Value of net income/loss2019-12-31$-136,322
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$136,322
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$136,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$476
Contributions received in cash from employer2019-12-31$476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$0
Contract administrator fees2019-12-31$476
Contract administrator fees2019-12-31$476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$194,952
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$194,952
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WENDLING NOE NELSON & JOHNSON
Accountancy firm name2019-12-31WENDLING NOE NELSON & JOHNSON
Accountancy firm EIN2019-12-31481026809
Accountancy firm EIN2019-12-31481026809
2018 : WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$241,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$300,399
Total income from all sources (including contributions)2018-12-31$2,120,853
Total of all expenses incurred2018-12-31$2,498,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,372,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,055,307
Value of total assets at end of year2018-12-31$377,479
Value of total assets at beginning of year2018-12-31$813,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$125,435
Total interest from all sources2018-12-31$521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
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$712,570
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$62,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$15,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$46,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,050
Other income not declared elsewhere2018-12-31$65,025
Total non interest bearing cash at end of year2018-12-31$315,429
Total non interest bearing cash at beginning of year2018-12-31$55,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-377,200
Value of net assets at end of year (total assets less liabilities)2018-12-31$136,322
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$513,522
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 bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$743,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$743,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$521
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$309,433
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$1,342,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,063,185
Contract administrator fees2018-12-31$125,435
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
Liabilities. Value of benefit claims payable at end of year2018-12-31$194,952
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$292,349
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WENDLING NOE NELSON & JOHNSON, LLC
Accountancy firm EIN2018-12-31481026809
2017 : WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$300,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$250,476
Total income from all sources (including contributions)2017-12-31$1,901,761
Total of all expenses incurred2017-12-31$2,078,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,919,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,882,170
Value of total assets at end of year2017-12-31$813,921
Value of total assets at beginning of year2017-12-31$940,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$158,228
Total interest from all sources2017-12-31$4,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$40,912
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
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$699,641
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,595,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$15,156
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$13,577
Other income not declared elsewhere2017-12-31$14,655
Administrative expenses (other) incurred2017-12-31$617
Total non interest bearing cash at end of year2017-12-31$55,391
Total non interest bearing cash at beginning of year2017-12-31$36,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-176,257
Value of net assets at end of year (total assets less liabilities)2017-12-31$513,522
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$689,779
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 bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$743,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$898,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$898,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,936
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$324,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,182,529
Contract administrator fees2017-12-31$116,699
Liabilities. Value of benefit claims payable at end of year2017-12-31$292,349
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$236,899
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JARRETT & NORTON CPAS, LLC
Accountancy firm EIN2017-12-31262726811
2016 : WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$250,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$192,926
Total income from all sources (including contributions)2016-12-31$1,957,470
Total of all expenses incurred2016-12-31$1,931,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,789,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,839,296
Value of total assets at end of year2016-12-31$940,255
Value of total assets at beginning of year2016-12-31$856,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$142,678
Total interest from all sources2016-12-31$2,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$32,350
Was this plan covered by a fidelity bond2016-12-31No
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$663,565
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,388,224
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$114,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$13,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$19,225
Other income not declared elsewhere2016-12-31$115,203
Administrative expenses (other) incurred2016-12-31$14,301
Total non interest bearing cash at end of year2016-12-31$36,276
Total non interest bearing cash at beginning of year2016-12-31$8,648
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$25,752
Value of net assets at end of year (total assets less liabilities)2016-12-31$689,779
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$664,027
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 bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$898,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$733,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$733,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,971
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$400,816
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$1,175,731
Contract administrator fees2016-12-31$96,027
Liabilities. Value of benefit claims payable at end of year2016-12-31$236,899
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$173,701
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JARRETT & NORTON CPAS, LLC
Accountancy firm EIN2016-12-31262726811
2015 : WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$192,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$416,920
Total income from all sources (including contributions)2015-12-31$1,783,917
Total of all expenses incurred2015-12-31$1,831,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,706,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,656,072
Value of total assets at end of year2015-12-31$856,953
Value of total assets at beginning of year2015-12-31$1,128,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$124,201
Total interest from all sources2015-12-31$2,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$34,705
Was this plan covered by a fidelity bond2015-12-31No
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$599,156
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,387,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$114,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$19,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$26,405
Other income not declared elsewhere2015-12-31$125,499
Administrative expenses (other) incurred2015-12-31$19,951
Total non interest bearing cash at end of year2015-12-31$8,648
Total non interest bearing cash at beginning of year2015-12-31$1,024,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-47,127
Value of net assets at end of year (total assets less liabilities)2015-12-31$664,027
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$711,154
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$733,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$103,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$103,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,346
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$318,872
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$1,056,916
Contract administrator fees2015-12-31$69,545
Liabilities. Value of benefit claims payable at end of year2015-12-31$173,701
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$390,515
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JARRETT & NORTON CPAS, LLC
Accountancy firm EIN2015-12-31262726811
2014 : WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$416,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$103,210
Total income from all sources (including contributions)2014-12-31$1,676,813
Total of all expenses incurred2014-12-31$1,782,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,659,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,669,769
Value of total assets at end of year2014-12-31$1,128,074
Value of total assets at beginning of year2014-12-31$920,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$123,428
Total interest from all sources2014-12-31$112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$30,969
Was this plan covered by a fidelity bond2014-12-31No
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$682,873
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,391,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$26,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$374
Other income not declared elsewhere2014-12-31$6,932
Administrative expenses (other) incurred2014-12-31$36,886
Total non interest bearing cash at end of year2014-12-31$1,024,113
Total non interest bearing cash at beginning of year2014-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-105,860
Value of net assets at end of year (total assets less liabilities)2014-12-31$711,154
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$817,014
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 bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$103,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$919,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$919,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$112
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$267,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$986,896
Contract administrator fees2014-12-31$55,573
Liabilities. Value of benefit claims payable at end of year2014-12-31$390,515
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$102,836
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JARRETT & NORTON CPAS, LLC
Accountancy firm EIN2014-12-31262726811
2013 : WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$103,210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$170,454
Total income from all sources (including contributions)2013-12-31$1,726,821
Total of all expenses incurred2013-12-31$1,458,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,388,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,657,929
Value of total assets at end of year2013-12-31$920,224
Value of total assets at beginning of year2013-12-31$719,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,549
Total interest from all sources2013-12-31$414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$9,055
Was this plan covered by a fidelity bond2013-12-31No
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$711,440
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,023,902
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$374
Other income not declared elsewhere2013-12-31$68,478
Administrative expenses (other) incurred2013-12-31$3,836
Total non interest bearing cash at end of year2013-12-31$500
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$267,890
Value of net assets at end of year (total assets less liabilities)2013-12-31$817,014
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$549,124
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$919,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$719,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$719,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$414
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$311,061
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$946,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$53,419
Contract administrator fees2013-12-31$57,658
Liabilities. Value of benefit claims payable at end of year2013-12-31$102,836
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$170,454
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JARRETT & NORTON CPAS, LLC
Accountancy firm EIN2013-12-31262726811
2012 : WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$170,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$418,720
Total income from all sources (including contributions)2012-12-31$1,656,869
Total of all expenses incurred2012-12-31$1,359,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,300,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,654,568
Value of total assets at end of year2012-12-31$719,578
Value of total assets at beginning of year2012-12-31$670,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$59,073
Total interest from all sources2012-12-31$463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
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$683,423
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$918,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$220,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$170,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$418,720
Other income not declared elsewhere2012-12-31$1,838
Administrative expenses (other) incurred2012-12-31$59,073
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$297,734
Value of net assets at end of year (total assets less liabilities)2012-12-31$549,124
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$251,390
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$719,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$449,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$449,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$463
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$291,631
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$971,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$89,445
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31EDW. B. STEPHENSON & CO., CPAS CHAR
Accountancy firm EIN2012-12-31263894403
2011 : WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$418,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$66,704
Total income from all sources (including contributions)2011-12-31$1,903,235
Total of all expenses incurred2011-12-31$2,038,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,977,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,682,323
Value of total assets at end of year2011-12-31$670,110
Value of total assets at beginning of year2011-12-31$453,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,244
Total interest from all sources2011-12-31$578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$701,413
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,528,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$220,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$418,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$66,704
Other income not declared elsewhere2011-12-31$220,334
Administrative expenses (other) incurred2011-12-31$61,244
Total non interest bearing cash at end of year2011-12-31$449,777
Total non interest bearing cash at beginning of year2011-12-31$453,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-135,072
Value of net assets at end of year (total assets less liabilities)2011-12-31$251,390
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$386,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$578
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$357,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$980,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$91,233
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31EDW. B. STEPHENSON & CO., CPAS CHAR
Accountancy firm EIN2011-12-31263894403
2010 : WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$66,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$174,624
Total income from all sources (including contributions)2010-12-31$1,764,515
Total of all expenses incurred2010-12-31$1,250,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,189,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,752,285
Value of total assets at end of year2010-12-31$453,166
Value of total assets at beginning of year2010-12-31$47,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$60,973
Total interest from all sources2010-12-31$472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$748,086
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$743,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$91,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$66,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$174,624
Other income not declared elsewhere2010-12-31$11,758
Administrative expenses (other) incurred2010-12-31$60,973
Total non interest bearing cash at end of year2010-12-31$453,166
Total non interest bearing cash at beginning of year2010-12-31$-44,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$513,849
Value of net assets at end of year (total assets less liabilities)2010-12-31$386,462
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-127,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$472
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$334,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,004,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$111,136
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31EDW. B. STEPHENSON & CO., CPAS CHAR
Accountancy firm EIN2010-12-31263894403

Form 5500 Responses for WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST

2023: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: WILLIAM NEWTON HOSPITAL EMPLOYEE GROUP BENEFIT TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

EMPAC INC (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberWNMH
Policy instance 2
Insurance contract or identification numberWNMH
Number of Individuals Covered350
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $8,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30078054
Policy instance 1
Insurance contract or identification number30078054
Number of Individuals Covered194
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,499
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberWNMH
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30078054
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberWNMH
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30078054
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberWNMH
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30078054
Policy instance 1
DELTA DENTAL OF KANSAS (National Association of Insurance Commissioners NAIC id number: 54615 )
Policy contract number52914
Policy instance 2
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL 1000404 01
Policy instance 1
DELTA DENTAL OF KANSAS (National Association of Insurance Commissioners NAIC id number: 54615 )
Policy contract number52915
Policy instance 3
DELTA DENTAL OF KANSAS (National Association of Insurance Commissioners NAIC id number: 54615 )
Policy contract number52914
Policy instance 2
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL 1000404 00
Policy instance 1
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSLIHCRS0043315
Policy instance 1
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSLIHCRS0043314
Policy instance 1
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number19172
Policy instance 1
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number19172
Policy instance 1
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number19172
Policy instance 1
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number19172
Policy instance 1

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