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WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 401k Plan overview

Plan NameWESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN
Plan identification number 001

WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UPMC WESTERN MARYLAND CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:UPMC WESTERN MARYLAND CORPORATION
Employer identification number (EIN):520591531
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about UPMC WESTERN MARYLAND CORPORATION

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D00385534

More information about UPMC WESTERN MARYLAND CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIM REPAC
0012016-01-01KIM REPAC
0012015-01-01KIM REPAC
0012014-01-01KIMBERLY S. REPAC KIMBERLY S. REPAC2015-10-14
0012013-01-01DENISE G. KIRALY DENISE G. KIRALY2014-10-15
0012012-01-01DENISE G. KIRALY DENISE G. KIRALY2013-10-14
0012011-01-01MARK SULLIVAN, VICE PRESIDENT HR MARK SULLIVAN, VICE PRESIDENT HR2012-10-10
0012009-01-01MARK SULLIVAN, VICE PRESIDENT HR MARK SULLIVAN, VICE PRESIDENT HR2010-10-13

Plan Statistics for WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN

401k plan membership statisitcs for WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2020: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-28300,821,281
Acturial value of plan assets2020-12-28285,989,956
Funding target for retired participants and beneficiaries receiving payment2020-12-28155,598,989
Number of terminated vested participants2020-12-28620
Fundng target for terminated vested participants2020-12-2837,076,942
Active participant vested funding target2020-12-2863,905,628
Number of active participants2020-12-28749
Total funding liabilities for active participants2020-12-2865,663,608
Total participant count2020-12-282,791
Total funding target for all participants2020-12-28258,339,539
Balance at beginning of prior year after applicable adjustments2020-12-280
Prefunding balance at beginning of prior year after applicable adjustments2020-12-287,945,061
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-280
Prefunding balanced used to offset prior years funding requirement2020-12-280
Amount remaining of carryover balance2020-12-280
Amount remaining of prefunding balance2020-12-287,945,061
Present value of excess contributions2020-12-2823,084,273
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-2824,370,067
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-280
Reductions in caryover balances due to elections or deemed elections2020-12-280
Reductions in prefunding balances due to elections or deemed elections2020-12-280
Balance of carryovers at beginning of current year2020-12-280
Balance of prefunding at beginning of current year2020-12-289,749,384
Total employer contributions2020-12-280
Total employee contributions2020-12-280
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-280
Contributions made to avoid restrictions adjusted to valuation date2020-12-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-280
Liquidity shortfalls end of Q12020-12-280
Liquidity shortfalls end of Q22020-12-280
Liquidity shortfalls end of Q32020-12-280
Liquidity shortfalls end of Q42020-12-280
Unpaid minimum required contributions for all prior years2020-12-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-280
Remaining amount of unpaid minimum required contributions2020-12-280
Minimum required contributions for current year target normal cost2020-12-283,395,055
Net shortfall amortization installment of oustanding balance2020-12-280
Waiver amortization installment2020-12-280
Total funding amount beforereflecting carryover/prefunding balances2020-12-280
Carryover balance elected to use to offset funding requirement2020-12-280
Prefunding balance elected to use to offset funding requirement2020-12-280
Additional cash requirement2020-12-280
Contributions allocatedtoward minimum required contributions for current year2020-12-280
Unpaid minimum required contributions for current year2020-12-280
Unpaid minimum required contributions for all years2020-12-280
Total participants, beginning-of-year2020-01-012,776
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31235,653,438
Acturial value of plan assets2019-12-31248,181,523
Funding target for retired participants and beneficiaries receiving payment2019-12-31131,353,907
Number of terminated vested participants2019-12-31639
Fundng target for terminated vested participants2019-12-3136,810,992
Active participant vested funding target2019-12-3178,607,854
Number of active participants2019-12-31886
Total funding liabilities for active participants2019-12-3180,875,952
Total participant count2019-12-312,827
Total funding target for all participants2019-12-31249,040,851
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-318,441,416
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-318,441,416
Present value of excess contributions2019-12-316,923,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-317,321,632
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-317,945,061
Total employer contributions2019-12-3131,100,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3128,351,776
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-313,839,865
Net shortfall amortization installment of oustanding balance2019-12-318,804,389
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,270,471
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-315,270,471
Contributions allocatedtoward minimum required contributions for current year2019-12-3128,351,776
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,827
Total number of active participants reported on line 7a of the Form 55002019-01-01746
Number of retired or separated participants receiving benefits2019-01-011,300
Number of other retired or separated participants entitled to future benefits2019-01-01624
Total of all active and inactive participants2019-01-012,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01106
Total participants2019-01-012,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31250,784,435
Acturial value of plan assets2018-12-31236,814,705
Funding target for retired participants and beneficiaries receiving payment2018-12-31120,503,563
Number of terminated vested participants2018-12-31630
Fundng target for terminated vested participants2018-12-3130,543,419
Active participant vested funding target2018-12-3174,795,320
Number of active participants2018-12-31963
Total funding liabilities for active participants2018-12-3177,320,598
Total participant count2018-12-312,853
Total funding target for all participants2018-12-31228,367,580
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3111,959,086
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3111,959,086
Present value of excess contributions2018-12-315,043,473
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-315,344,064
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-315,344,064
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3110,830,200
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-318,441,416
Total employer contributions2018-12-3112,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3110,991,101
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-314,073,281
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,067,572
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-314,067,572
Contributions allocatedtoward minimum required contributions for current year2018-12-3110,991,101
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,828
Total number of active participants reported on line 7a of the Form 55002018-01-01880
Number of retired or separated participants receiving benefits2018-01-011,210
Number of other retired or separated participants entitled to future benefits2018-01-01621
Total of all active and inactive participants2018-01-012,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0188
Total participants2018-01-012,799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31224,077,074
Acturial value of plan assets2017-12-31228,140,543
Funding target for retired participants and beneficiaries receiving payment2017-12-31107,956,380
Number of terminated vested participants2017-12-31891
Fundng target for terminated vested participants2017-12-3136,400,095
Active participant vested funding target2017-12-3169,912,227
Number of active participants2017-12-311,037
Total funding liabilities for active participants2017-12-3171,687,486
Total participant count2017-12-313,127
Total funding target for all participants2017-12-31216,043,961
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3112,636,613
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3112,636,613
Present value of excess contributions2017-12-318,816,344
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-319,358,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-311,600,000
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3111,959,086
Total employer contributions2017-12-3112,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3110,956,913
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-316,050,936
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-315,913,440
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-315,913,440
Contributions allocatedtoward minimum required contributions for current year2017-12-3110,956,913
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013,107
Total number of active participants reported on line 7a of the Form 55002017-01-01959
Number of retired or separated participants receiving benefits2017-01-011,169
Number of other retired or separated participants entitled to future benefits2017-01-01614
Total of all active and inactive participants2017-01-012,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0186
Total participants2017-01-012,828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31205,700,514
Acturial value of plan assets2016-12-31215,403,871
Funding target for retired participants and beneficiaries receiving payment2016-12-3198,456,469
Number of terminated vested participants2016-12-31910
Fundng target for terminated vested participants2016-12-3137,174,084
Active participant vested funding target2016-12-3165,580,278
Number of active participants2016-12-311,109
Total funding liabilities for active participants2016-12-3167,136,705
Total participant count2016-12-313,149
Total funding target for all participants2016-12-31202,767,258
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3113,533,502
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-318,310,808
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-315,222,694
Present value of excess contributions2016-12-3126,920,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3128,003,601
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3128,003,601
Reductions in prefunding balances due to elections or deemed elections2016-12-3120,528,576
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3112,636,613
Total employer contributions2016-12-3116,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3114,541,624
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,725,280
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-315,725,280
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-315,725,280
Contributions allocatedtoward minimum required contributions for current year2016-12-3114,541,624
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013,149
Total number of active participants reported on line 7a of the Form 55002016-01-011,033
Number of retired or separated participants receiving benefits2016-01-011,110
Number of other retired or separated participants entitled to future benefits2016-01-01878
Total of all active and inactive participants2016-01-013,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0186
Total participants2016-01-013,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,220
Total number of active participants reported on line 7a of the Form 55002015-01-011,109
Number of retired or separated participants receiving benefits2015-01-011,050
Number of other retired or separated participants entitled to future benefits2015-01-01907
Total of all active and inactive participants2015-01-013,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0172
Total participants2015-01-013,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,313
Total number of active participants reported on line 7a of the Form 55002014-01-011,190
Number of retired or separated participants receiving benefits2014-01-01981
Number of other retired or separated participants entitled to future benefits2014-01-01976
Total of all active and inactive participants2014-01-013,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0173
Total participants2014-01-013,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,390
Total number of active participants reported on line 7a of the Form 55002013-01-011,576
Number of retired or separated participants receiving benefits2013-01-01929
Number of other retired or separated participants entitled to future benefits2013-01-01724
Total of all active and inactive participants2013-01-013,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0172
Total participants2013-01-013,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2012: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,469
Total number of active participants reported on line 7a of the Form 55002012-01-011,728
Number of retired or separated participants receiving benefits2012-01-01885
Number of other retired or separated participants entitled to future benefits2012-01-01690
Total of all active and inactive participants2012-01-013,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0168
Total participants2012-01-013,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0196
2011: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,402
Total number of active participants reported on line 7a of the Form 55002011-01-011,807
Number of retired or separated participants receiving benefits2011-01-01827
Number of other retired or separated participants entitled to future benefits2011-01-01665
Total of all active and inactive participants2011-01-013,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0156
Total participants2011-01-013,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0167
2009: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,375
Total number of active participants reported on line 7a of the Form 55002009-01-011,908
Number of retired or separated participants receiving benefits2009-01-01674
Number of other retired or separated participants entitled to future benefits2009-01-01631
Total of all active and inactive participants2009-01-013,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0147
Total participants2009-01-013,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0168

Financial Data on WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2020 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-28$0
Total unrealized appreciation/depreciation of assets2020-12-28$0
Total transfer of assets to this plan2020-12-28$0
Total transfer of assets from this plan2020-12-28$285,162,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-28$0
Expenses. Interest paid2020-12-28$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-28$0
Total income from all sources (including contributions)2020-12-28$11,777,908
Total loss/gain on sale of assets2020-12-28$0
Total of all expenses incurred2020-12-28$28,603,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-28$28,176,413
Value of total corrective distributions2020-12-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-28$0
Value of total assets at end of year2020-12-28$0
Value of total assets at beginning of year2020-12-28$301,987,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-28$426,673
Total income from rents2020-12-28$0
Total interest from all sources2020-12-28$352,157
Total dividends received (eg from common stock, registered investment company shares)2020-12-28$1,576,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-28$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-28$1,576,934
Administrative expenses professional fees incurred2020-12-28$0
Was this plan covered by a fidelity bond2020-12-28Yes
Value of fidelity bond cover2020-12-28$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-28$0
Were there any nonexempt tranactions with any party-in-interest2020-12-28No
Amount of non-exempt transactions with any party-in-interest2020-12-28$0
Contributions received from participants2020-12-28$0
Participant contributions at end of year2020-12-28$0
Participant contributions at beginning of year2020-12-28$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-28$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-28$13,417,147
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-28$0
Other income not declared elsewhere2020-12-28$159,444
Administrative expenses (other) incurred2020-12-28$249,004
Liabilities. Value of operating payables at beginning of year2020-12-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-28No
Income. Non cash contributions2020-12-28$0
Value of net income/loss2020-12-28$-16,825,178
Value of net assets at end of year (total assets less liabilities)2020-12-28$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-28$301,987,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-28No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-28No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-28$0
Were any leases to which the plan was party in default or uncollectible2020-12-28No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-28$0
Investment advisory and management fees2020-12-28$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-28$110,670,688
Value of interest in pooled separate accounts at end of year2020-12-28$0
Value of interest in pooled separate accounts at beginning of year2020-12-28$146,938,688
Income. Interest from loans (other than to participants)2020-12-28$0
Interest earned on other investments2020-12-28$352,157
Income. Interest from US Government securities2020-12-28$0
Income. Interest from corporate debt instruments2020-12-28$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-28$13,277,802
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-28$13,059,237
Net investment gain/loss from pooled separate accounts2020-12-28$-3,369,864
Net investment gain or loss from common/collective trusts2020-12-28$0
Net gain/loss from 103.12 investment entities2020-12-28$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-28Yes
Was there a failure to transmit to the plan any participant contributions2020-12-28No
Has the plan failed to provide any benefit when due under the plan2020-12-28No
Contributions received in cash from employer2020-12-28$0
Employer contributions (assets) at end of year2020-12-28$0
Employer contributions (assets) at beginning of year2020-12-28$31,100,000
Income. Dividends from preferred stock2020-12-28$0
Income. Dividends from common stock2020-12-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-28$14,759,266
Contract administrator fees2020-12-28$177,669
Liabilities. Value of benefit claims payable at beginning of year2020-12-28$0
Did the plan have assets held for investment2020-12-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-28Yes
Aggregate proceeds on sale of assets2020-12-28$0
Aggregate carrying amount (costs) on sale of assets2020-12-28$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-28$0
Opinion of an independent qualified public accountant for this plan2020-12-28Disclaimer
Accountancy firm name2020-12-28DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-28560747981
2019 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$81,391,590
Total income from all sources (including contributions)2019-12-31$81,391,590
Total loss/gain on sale of assets2019-12-31$295,978
Total loss/gain on sale of assets2019-12-31$295,978
Total of all expenses incurred2019-12-31$15,434,761
Total of all expenses incurred2019-12-31$15,434,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,529,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,529,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$31,100,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$31,100,000
Value of total assets at end of year2019-12-31$301,987,178
Value of total assets at end of year2019-12-31$301,987,178
Value of total assets at beginning of year2019-12-31$236,030,349
Value of total assets at beginning of year2019-12-31$236,030,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,905,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,905,058
Total interest from all sources2019-12-31$331,222
Total interest from all sources2019-12-31$331,222
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,905,949
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,905,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,905,949
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,905,949
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$152,917
Other income not declared elsewhere2019-12-31$152,917
Administrative expenses (other) incurred2019-12-31$1,738,179
Administrative expenses (other) incurred2019-12-31$1,738,179
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$65,956,829
Value of net income/loss2019-12-31$65,956,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$301,987,178
Value of net assets at end of year (total assets less liabilities)2019-12-31$301,987,178
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$236,030,349
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$236,030,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$110,670,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$110,670,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$89,245,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$89,245,134
Value of interest in pooled separate accounts at end of year2019-12-31$146,938,688
Value of interest in pooled separate accounts at end of year2019-12-31$146,938,688
Value of interest in pooled separate accounts at beginning of year2019-12-31$121,792,153
Value of interest in pooled separate accounts at beginning of year2019-12-31$121,792,153
Income. Interest from corporate debt instruments2019-12-31$295,000
Income. Interest from corporate debt instruments2019-12-31$295,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,510,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,510,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,510,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,510,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$36,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,277,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,277,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,079,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,079,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,519,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,519,604
Net investment gain/loss from pooled separate accounts2019-12-31$28,085,920
Net investment gain/loss from pooled separate accounts2019-12-31$28,085,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$6,402,952
Assets. Invements in employer securities at beginning of year2019-12-31$6,402,952
Contributions received in cash from employer2019-12-31$31,100,000
Contributions received in cash from employer2019-12-31$31,100,000
Employer contributions (assets) at end of year2019-12-31$31,100,000
Employer contributions (assets) at end of year2019-12-31$31,100,000
Employer contributions (assets) at beginning of year2019-12-31$12,000,000
Employer contributions (assets) at beginning of year2019-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,529,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,529,703
Contract administrator fees2019-12-31$166,879
Contract administrator fees2019-12-31$166,879
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,698,930
Aggregate proceeds on sale of assets2019-12-31$6,698,930
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,402,952
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,402,952
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-182,707
Total unrealized appreciation/depreciation of assets2018-12-31$-182,707
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,996,171
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,147,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,352,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,000,000
Value of total assets at end of year2018-12-31$236,030,349
Value of total assets at beginning of year2018-12-31$251,174,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,794,987
Total interest from all sources2018-12-31$317,267
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,058,871
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$3,058,871
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$169,167
Administrative expenses (other) incurred2018-12-31$1,665,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,144,141
Value of net assets at end of year (total assets less liabilities)2018-12-31$236,030,349
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$251,174,490
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$89,245,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$96,003,363
Value of interest in pooled separate accounts at end of year2018-12-31$121,792,153
Value of interest in pooled separate accounts at beginning of year2018-12-31$129,942,123
Income. Interest from corporate debt instruments2018-12-31$295,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,510,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,193,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,193,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$22,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,079,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,450,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,817,099
Net investment gain/loss from pooled separate accounts2018-12-31$-10,541,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Assets. Invements in employer securities at end of year2018-12-31$6,402,952
Assets. Invements in employer securities at beginning of year2018-12-31$6,585,660
Contributions received in cash from employer2018-12-31$12,000,000
Employer contributions (assets) at end of year2018-12-31$12,000,000
Employer contributions (assets) at beginning of year2018-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,352,983
Contract administrator fees2018-12-31$129,023
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 name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$73,647
Total unrealized appreciation/depreciation of assets2017-12-31$73,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$45,761,789
Total loss/gain on sale of assets2017-12-31$1,739,402
Total of all expenses incurred2017-12-31$19,229,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,533,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,000,000
Value of total assets at end of year2017-12-31$251,174,490
Value of total assets at beginning of year2017-12-31$224,642,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,696,231
Total interest from all sources2017-12-31$299,360
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,022,853
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$2,022,853
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$211,848
Administrative expenses (other) incurred2017-12-31$1,541,335
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$26,531,833
Value of net assets at end of year (total assets less liabilities)2017-12-31$251,174,490
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$224,642,657
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$96,003,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$78,159,699
Value of interest in pooled separate accounts at end of year2017-12-31$129,942,123
Value of interest in pooled separate accounts at beginning of year2017-12-31$117,238,780
Income. Interest from corporate debt instruments2017-12-31$292,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,193,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,201,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,201,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,450,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,819,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,942,925
Net investment gain/loss from pooled separate accounts2017-12-31$19,471,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$6,585,660
Assets. Invements in employer securities at beginning of year2017-12-31$5,223,203
Contributions received in cash from employer2017-12-31$12,000,000
Employer contributions (assets) at end of year2017-12-31$12,000,000
Employer contributions (assets) at beginning of year2017-12-31$16,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,533,725
Contract administrator fees2017-12-31$154,896
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
Aggregate proceeds on sale of assets2017-12-31$47,096,357
Aggregate carrying amount (costs) on sale of assets2017-12-31$45,356,955
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$22,878
Total unrealized appreciation/depreciation of assets2016-12-31$22,878
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$29,460,984
Total loss/gain on sale of assets2016-12-31$-140,430
Total of all expenses incurred2016-12-31$11,503,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,798,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,000,000
Value of total assets at end of year2016-12-31$224,642,657
Value of total assets at beginning of year2016-12-31$206,685,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,704,796
Total interest from all sources2016-12-31$225,032
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,521,128
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$1,521,128
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$247,304
Administrative expenses (other) incurred2016-12-31$1,517,502
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$17,957,518
Value of net assets at end of year (total assets less liabilities)2016-12-31$224,642,657
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$206,685,139
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$78,159,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$86,100,266
Value of interest in pooled separate accounts at end of year2016-12-31$117,238,780
Value of interest in pooled separate accounts at beginning of year2016-12-31$76,066,106
Income. Interest from corporate debt instruments2016-12-31$217,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,201,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$321,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$321,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,819,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,202,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,173,009
Net investment gain/loss from pooled separate accounts2016-12-31$9,412,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$5,223,203
Assets. Invements in employer securities at beginning of year2016-12-31$6,995,430
Contributions received in cash from employer2016-12-31$16,000,000
Employer contributions (assets) at end of year2016-12-31$16,000,000
Employer contributions (assets) at beginning of year2016-12-31$31,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,798,670
Contract administrator fees2016-12-31$187,294
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
Aggregate proceeds on sale of assets2016-12-31$6,855,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,995,430
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-285,938
Total unrealized appreciation/depreciation of assets2015-12-31$-285,938
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$28,861,517
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,024,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,261,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$31,000,000
Value of total assets at end of year2015-12-31$206,685,139
Value of total assets at beginning of year2015-12-31$188,847,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,762,626
Total interest from all sources2015-12-31$325,292
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,881,631
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$3,881,631
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$301,316
Administrative expenses (other) incurred2015-12-31$1,529,500
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$17,837,370
Value of net assets at end of year (total assets less liabilities)2015-12-31$206,685,139
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$188,847,769
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$86,100,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$86,679,148
Value of interest in pooled separate accounts at end of year2015-12-31$76,066,106
Value of interest in pooled separate accounts at beginning of year2015-12-31$78,241,778
Income. Interest from corporate debt instruments2015-12-31$325,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$321,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$314,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$314,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,202,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,648,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,362,421
Net investment gain/loss from pooled separate accounts2015-12-31$-1,998,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$6,995,430
Assets. Invements in employer securities at beginning of year2015-12-31$6,964,192
Contributions received in cash from employer2015-12-31$31,000,000
Employer contributions (assets) at end of year2015-12-31$31,000,000
Employer contributions (assets) at beginning of year2015-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,261,521
Contract administrator fees2015-12-31$233,126
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 name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$462,476
Total unrealized appreciation/depreciation of assets2014-12-31$462,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$21,533,593
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,244,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,358,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,000,000
Value of total assets at end of year2014-12-31$188,847,769
Value of total assets at beginning of year2014-12-31$176,558,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$885,839
Total interest from all sources2014-12-31$279,385
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,813,394
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$3,813,394
Administrative expenses professional fees incurred2014-12-31$114,177
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$311,585
Administrative expenses (other) incurred2014-12-31$574,665
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$12,288,930
Value of net assets at end of year (total assets less liabilities)2014-12-31$188,847,769
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$176,558,839
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$86,679,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$76,609,856
Value of interest in pooled separate accounts at end of year2014-12-31$78,241,778
Value of interest in pooled separate accounts at beginning of year2014-12-31$76,773,356
Income. Interest from corporate debt instruments2014-12-31$279,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$314,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$598,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$598,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,648,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,139,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,152,277
Net investment gain/loss from pooled separate accounts2014-12-31$4,514,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Assets. Invements in employer securities at end of year2014-12-31$6,964,192
Assets. Invements in employer securities at beginning of year2014-12-31$5,937,495
Contributions received in cash from employer2014-12-31$10,000,000
Employer contributions (assets) at end of year2014-12-31$10,000,000
Employer contributions (assets) at beginning of year2014-12-31$9,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,358,824
Contract administrator fees2014-12-31$196,997
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-471,695
Total unrealized appreciation/depreciation of assets2013-12-31$-471,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$23,540,138
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,109,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,409,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,500,000
Value of total assets at end of year2013-12-31$176,558,839
Value of total assets at beginning of year2013-12-31$161,128,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$699,832
Total interest from all sources2013-12-31$292,072
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,259,638
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$2,259,638
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$356,705
Administrative expenses (other) incurred2013-12-31$435,969
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$15,430,709
Value of net assets at end of year (total assets less liabilities)2013-12-31$176,558,839
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$161,128,130
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$76,609,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$59,877,656
Value of interest in pooled separate accounts at end of year2013-12-31$76,773,356
Value of interest in pooled separate accounts at beginning of year2013-12-31$77,906,429
Income. Interest from corporate debt instruments2013-12-31$292,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$598,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$306,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$306,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,139,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,628,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,417,279
Net investment gain/loss from pooled separate accounts2013-12-31$5,186,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Assets. Invements in employer securities at end of year2013-12-31$5,937,495
Assets. Invements in employer securities at beginning of year2013-12-31$6,409,191
Contributions received in cash from employer2013-12-31$9,500,000
Employer contributions (assets) at end of year2013-12-31$9,500,000
Employer contributions (assets) at beginning of year2013-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,409,597
Contract administrator fees2013-12-31$263,863
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 name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$138,112
Total unrealized appreciation/depreciation of assets2012-12-31$138,112
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$0
Total income from all sources (including contributions)2012-12-31$23,341,176
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,216,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,863,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,000,000
Value of total assets at end of year2012-12-31$161,128,130
Value of total assets at beginning of year2012-12-31$145,003,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$352,548
Total interest from all sources2012-12-31$292,217
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$681,822
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$681,822
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$420,255
Other income not declared elsewhere2012-12-31$415,551
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$16,125,045
Value of net assets at end of year (total assets less liabilities)2012-12-31$161,128,130
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$145,003,085
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
Investment advisory and management fees2012-12-31$312,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$59,877,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,242,059
Value of interest in pooled separate accounts at end of year2012-12-31$77,906,429
Value of interest in pooled separate accounts at beginning of year2012-12-31$107,946,654
Income. Interest from corporate debt instruments2012-12-31$291,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$306,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,628,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,107,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$230,749
Net investment gain/loss from pooled separate accounts2012-12-31$12,582,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Assets. Invements in employer securities at end of year2012-12-31$6,409,191
Assets. Invements in employer securities at beginning of year2012-12-31$6,271,079
Contributions received in cash from employer2012-12-31$9,000,000
Employer contributions (assets) at end of year2012-12-31$9,000,000
Employer contributions (assets) at beginning of year2012-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,863,583
Contract administrator fees2012-12-31$39,577
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 name2012-12-31COHEN, RUTHERFORD & KNIGHT, P.C.
Accountancy firm EIN2012-12-31521202280
2011 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$229,841
Total unrealized appreciation/depreciation of assets2011-12-31$229,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$10,778,368
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,083,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,347,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,000,000
Value of total assets at end of year2011-12-31$145,003,085
Value of total assets at beginning of year2011-12-31$140,307,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$-264,443
Total interest from all sources2011-12-31$60,602
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$229,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$229,479
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$420,255
Other income not declared elsewhere2011-12-31$468,411
Administrative expenses (other) incurred2011-12-31$-305,225
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$4,695,197
Value of net assets at end of year (total assets less liabilities)2011-12-31$145,003,085
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$140,307,888
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
Investment advisory and management fees2011-12-31$4,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,242,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,828,525
Value of interest in pooled separate accounts at end of year2011-12-31$107,946,654
Value of interest in pooled separate accounts at beginning of year2011-12-31$110,897,554
Income. Interest from corporate debt instruments2011-12-31$60,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,107,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,581,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$184,055
Net investment gain/loss from pooled separate accounts2011-12-31$1,605,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$6,271,079
Contributions received in cash from employer2011-12-31$8,000,000
Employer contributions (assets) at end of year2011-12-31$8,000,000
Employer contributions (assets) at beginning of year2011-12-31$7,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,347,614
Contract administrator fees2011-12-31$36,263
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHEN, RUTHERFORD & KNIGHT, P.C.
Accountancy firm EIN2011-12-31521202280
2010 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$17,879,494
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,690,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,541,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,000,000
Value of total assets at end of year2010-12-31$140,307,888
Value of total assets at beginning of year2010-12-31$129,119,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$149,553
Total interest from all sources2010-12-31$83
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$207,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$207,895
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$504,696
Administrative expenses (other) incurred2010-12-31$113,996
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$11,188,709
Value of net assets at end of year (total assets less liabilities)2010-12-31$140,307,888
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$129,119,179
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,828,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,191,557
Value of interest in pooled separate accounts at end of year2010-12-31$110,897,554
Value of interest in pooled separate accounts at beginning of year2010-12-31$100,857,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$83
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,581,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,069,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$429,073
Net investment gain/loss from pooled separate accounts2010-12-31$9,737,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$7,000,000
Employer contributions (assets) at end of year2010-12-31$7,000,000
Employer contributions (assets) at beginning of year2010-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,541,232
Contract administrator fees2010-12-31$35,557
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COHEN, RUTHERFORD & KNIGHT, P.C.
Accountancy firm EIN2010-12-31521202280
2009 : WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN

2020: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WESTERN MARYLAND HEALTH SYSTEM RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003150
Policy instance 2
Insurance contract or identification number003150
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-10-23
Total amount of commissions paid to insurance brokerUSD $128,154
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $128,154
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619023
Policy instance 1
Insurance contract or identification number619023
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-28
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003150
Policy instance 1
Insurance contract or identification number003150
Number of Individuals Covered93
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619023
Policy instance 2
Insurance contract or identification number619023
Number of Individuals Covered2683
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619023
Policy instance 2
Insurance contract or identification number619023
Number of Individuals Covered2697
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003150
Policy instance 1
Insurance contract or identification number003150
Number of Individuals Covered102
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619023
Policy instance 2
Insurance contract or identification number619023
Number of Individuals Covered2721
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 $31,500
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees31500
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameCBIZ FINANCIAL SOLUTIONS INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003150
Policy instance 1
Insurance contract or identification number003150
Number of Individuals Covered115
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619023
Policy instance 2
Insurance contract or identification number619023
Number of Individuals Covered3003
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 $23,676
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees23676
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameCBIZ FINANCIAL SOLUTIONS INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003150
Policy instance 1
Insurance contract or identification number003150
Number of Individuals Covered135
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619023
Policy instance 2
Insurance contract or identification number619023
Number of Individuals Covered3089
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 $23,652
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees23652
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameCBIZ FINANCIAL SOLUTIONS INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003150
Policy instance 1
Insurance contract or identification number003150
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619023
Policy instance 2
Insurance contract or identification number619023
Number of Individuals Covered3140
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 $71,753
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees71753
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameCBIZ FINANCIAL SOLUTIONS INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003150
Policy instance 1
Insurance contract or identification number003150
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003150
Policy instance 1
Insurance contract or identification number003150
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619023
Policy instance 3
Insurance contract or identification number619023
Number of Individuals Covered3177
Insurance policy start date2012-12-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12804
Policy instance 2
Insurance contract or identification numberSA 12804
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12804
Policy instance 2
Insurance contract or identification numberSA 12804
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003150
Policy instance 1
Insurance contract or identification number003150
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003150
Policy instance 1
Insurance contract or identification number003150
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12804
Policy instance 2
Insurance contract or identification numberSA 12804
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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