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CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN
Plan identification number 002

CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARROLL HOSPITAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:CARROLL HOSPITAL CENTER
Employer identification number (EIN):521452024
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TRACEY MCLAUGHLIN
0022016-01-01MEAGAN ENRIQUE
0022015-01-01MEAGAN ENRIQUE
0022014-01-01MEAGAN ENRIQUE
0022013-01-01MEAGAN ENRIQUE
0022012-01-01MEAGAN ENRIQUE
0022011-01-01MEAGAN ENRIQUE
0022009-01-01JOHN M. SERNULKA JONN M. SERNULKA2010-10-15
0022009-01-01JOHN M. SERNULKA JONN M. SERNULKA2010-10-14

Plan Statistics for CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2023: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,411
Total number of active participants reported on line 7a of the Form 55002023-01-011,887
Number of retired or separated participants receiving benefits2023-01-0151
Number of other retired or separated participants entitled to future benefits2023-01-01586
Total of all active and inactive participants2023-01-012,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0113
Total participants2023-01-012,537
Number of participants with account balances2023-01-012,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01157
2022: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,441
Total number of active participants reported on line 7a of the Form 55002022-01-011,719
Number of retired or separated participants receiving benefits2022-01-0150
Number of other retired or separated participants entitled to future benefits2022-01-01629
Total of all active and inactive participants2022-01-012,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-012,411
Number of participants with account balances2022-01-012,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01131
2021: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,334
Total number of active participants reported on line 7a of the Form 55002021-01-011,887
Number of retired or separated participants receiving benefits2021-01-0144
Number of other retired or separated participants entitled to future benefits2021-01-01499
Total of all active and inactive participants2021-01-012,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-012,441
Number of participants with account balances2021-01-012,400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01131
2020: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,199
Total number of active participants reported on line 7a of the Form 55002020-01-011,796
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-01508
Total of all active and inactive participants2020-01-012,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-012,334
Number of participants with account balances2020-01-012,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01105
2019: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,075
Total number of active participants reported on line 7a of the Form 55002019-01-011,709
Number of retired or separated participants receiving benefits2019-01-0146
Number of other retired or separated participants entitled to future benefits2019-01-01436
Total of all active and inactive participants2019-01-012,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-012,199
Number of participants with account balances2019-01-012,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01134
2018: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,023
Total number of active participants reported on line 7a of the Form 55002018-01-011,597
Number of retired or separated participants receiving benefits2018-01-0138
Number of other retired or separated participants entitled to future benefits2018-01-01434
Total of all active and inactive participants2018-01-012,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-012,075
Number of participants with account balances2018-01-012,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01112
2017: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,136
Total number of active participants reported on line 7a of the Form 55002017-01-011,577
Number of retired or separated participants receiving benefits2017-01-0135
Number of other retired or separated participants entitled to future benefits2017-01-01405
Total of all active and inactive participants2017-01-012,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-012,023
Number of participants with account balances2017-01-012,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0185
2016: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,072
Number of retired or separated participants receiving benefits2016-01-0125
Number of other retired or separated participants entitled to future benefits2016-01-01393
Total of all active and inactive participants2016-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01425
Number of participants with account balances2016-01-011,943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0188
2015: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,072
Total number of active participants reported on line 7a of the Form 55002015-01-011,677
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-01366
Total of all active and inactive participants2015-01-012,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-012,072
Number of participants with account balances2015-01-011,847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0181
2014: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,035
Total number of active participants reported on line 7a of the Form 55002014-01-011,700
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-01343
Total of all active and inactive participants2014-01-012,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-012,072
Number of participants with account balances2014-01-011,785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0162
2013: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,016
Total number of active participants reported on line 7a of the Form 55002013-01-011,728
Number of retired or separated participants receiving benefits2013-01-0121
Number of other retired or separated participants entitled to future benefits2013-01-01280
Total of all active and inactive participants2013-01-012,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-012,035
Number of participants with account balances2013-01-011,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0152
2012: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,642
Total number of active participants reported on line 7a of the Form 55002012-01-011,742
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01260
Total of all active and inactive participants2012-01-012,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-012,016
Number of participants with account balances2012-01-011,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0150
2011: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,912
Total number of active participants reported on line 7a of the Form 55002011-01-011,384
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-01244
Total of all active and inactive participants2011-01-011,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,642
Number of participants with account balances2011-01-011,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2009: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,371
Total number of active participants reported on line 7a of the Form 55002009-01-011,756
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01164
Total of all active and inactive participants2009-01-011,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,925
Number of participants with account balances2009-01-011,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0132

Financial Data on CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$28,858,682
Total of all expenses incurred2023-12-31$17,622,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$17,320,586
Expenses. Certain deemed distributions of participant loans2023-12-31$29,417
Value of total corrective distributions2023-12-31$98
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$9,368,516
Value of total assets at end of year2023-12-31$147,306,203
Value of total assets at beginning of year2023-12-31$136,070,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$272,394
Total interest from all sources2023-12-31$532,554
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,654,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,654,088
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$7,153,194
Participant contributions at end of year2023-12-31$1,246,785
Participant contributions at beginning of year2023-12-31$1,163,213
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$220,714
Assets. Other investments not covered elsewhere at end of year2023-12-31$274,773
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$578,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$3,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$3,023
Other income not declared elsewhere2023-12-31$-786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$11,236,187
Value of net assets at end of year (total assets less liabilities)2023-12-31$147,306,203
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$136,070,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$26,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$131,707,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$120,059,899
Interest on participant loans2023-12-31$71,772
Interest earned on other investments2023-12-31$460,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$14,073,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$14,568,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$16,304,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,636,356
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$54,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$17,320,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-13,625,066
Total of all expenses incurred2022-12-31$11,850,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,621,456
Expenses. Certain deemed distributions of participant loans2022-12-31$21,007
Value of total corrective distributions2022-12-31$839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,927,316
Value of total assets at end of year2022-12-31$136,070,016
Value of total assets at beginning of year2022-12-31$161,545,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$207,459
Total interest from all sources2022-12-31$367,319
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,857,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,857,104
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,946,093
Participant contributions at end of year2022-12-31$1,163,213
Participant contributions at beginning of year2022-12-31$1,412,804
Participant contributions at end of year2022-12-31$220,714
Participant contributions at beginning of year2022-12-31$38,876
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,346,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,514
Administrative expenses (other) incurred2022-12-31$178,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,475,827
Value of net assets at end of year (total assets less liabilities)2022-12-31$136,070,016
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$161,545,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$28,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$120,059,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$146,371,278
Interest on participant loans2022-12-31$58,383
Interest earned on other investments2022-12-31$308,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,568,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,711,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,776,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,634,277
Employer contributions (assets) at end of year2022-12-31$54,406
Employer contributions (assets) at beginning of year2022-12-31$10,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,621,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2022-12-31814643077
2021 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$31,007,358
Total of all expenses incurred2021-12-31$16,515,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,265,180
Expenses. Certain deemed distributions of participant loans2021-12-31$26,392
Value of total corrective distributions2021-12-31$3,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,288,977
Value of total assets at end of year2021-12-31$161,545,843
Value of total assets at beginning of year2021-12-31$147,053,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$220,319
Total interest from all sources2021-12-31$361,857
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,309,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,309,054
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,334,831
Participant contributions at end of year2021-12-31$1,412,804
Participant contributions at beginning of year2021-12-31$1,273,739
Participant contributions at end of year2021-12-31$38,876
Participant contributions at beginning of year2021-12-31$49,138
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,210,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,757
Administrative expenses (other) incurred2021-12-31$197,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,492,065
Value of net assets at end of year (total assets less liabilities)2021-12-31$161,545,843
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$147,053,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$146,371,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$131,107,969
Interest on participant loans2021-12-31$64,565
Interest earned on other investments2021-12-31$297,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,711,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,608,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,047,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,743,376
Employer contributions (assets) at end of year2021-12-31$10,137
Employer contributions (assets) at beginning of year2021-12-31$10,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,265,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2021-12-31814643077
2020 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$28,412,269
Total of all expenses incurred2020-12-31$9,760,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,567,581
Expenses. Certain deemed distributions of participant loans2020-12-31$8,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,034,917
Value of total assets at end of year2020-12-31$147,053,778
Value of total assets at beginning of year2020-12-31$128,401,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$183,702
Total interest from all sources2020-12-31$410,805
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,337,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,337,382
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,864,034
Participant contributions at end of year2020-12-31$1,273,739
Participant contributions at beginning of year2020-12-31$1,473,106
Participant contributions at end of year2020-12-31$49,138
Participant contributions at beginning of year2020-12-31$32,290
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,511,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,478
Administrative expenses (other) incurred2020-12-31$183,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,652,108
Value of net assets at end of year (total assets less liabilities)2020-12-31$147,053,778
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$128,401,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$131,107,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$113,721,893
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$1
Interest on participant loans2020-12-31$76,323
Interest earned on other investments2020-12-31$334,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,608,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,114,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,629,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,658,888
Employer contributions (assets) at end of year2020-12-31$10,956
Employer contributions (assets) at beginning of year2020-12-31$57,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,567,581
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WEYRICH, CRONIN &SORRA, LLC
Accountancy firm EIN2020-12-31814643077
2019 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$31,534,637
Total income from all sources (including contributions)2019-12-31$31,534,637
Total of all expenses incurred2019-12-31$9,437,052
Total of all expenses incurred2019-12-31$9,437,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,275,860
Expenses. Certain deemed distributions of participant loans2019-12-31$5,075
Expenses. Certain deemed distributions of participant loans2019-12-31$5,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,593,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,593,689
Value of total assets at end of year2019-12-31$128,401,670
Value of total assets at end of year2019-12-31$128,401,670
Value of total assets at beginning of year2019-12-31$106,304,085
Value of total assets at beginning of year2019-12-31$106,304,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$156,117
Total interest from all sources2019-12-31$295,013
Total interest from all sources2019-12-31$295,013
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,246,392
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,246,392
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$2,246,392
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,246,392
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$5,552,261
Contributions received from participants2019-12-31$5,552,261
Participant contributions at end of year2019-12-31$1,473,106
Participant contributions at end of year2019-12-31$1,473,106
Participant contributions at beginning of year2019-12-31$1,303,871
Participant contributions at beginning of year2019-12-31$1,303,871
Participant contributions at end of year2019-12-31$32,290
Participant contributions at end of year2019-12-31$32,290
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$745,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,478
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,012
Administrative expenses (other) incurred2019-12-31$156,117
Administrative expenses (other) incurred2019-12-31$156,117
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$22,097,585
Value of net income/loss2019-12-31$22,097,585
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,401,670
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,401,670
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$106,304,085
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$106,304,085
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$113,721,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$113,721,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$91,498,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$91,498,547
Value of interest in pooled separate accounts at end of year2019-12-31$1
Value of interest in pooled separate accounts at end of year2019-12-31$1
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,203,873
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,203,873
Interest on participant loans2019-12-31$75,223
Interest earned on other investments2019-12-31$219,790
Interest earned on other investments2019-12-31$219,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,114,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,114,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$294,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$294,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,199,805
Net investment gain/loss from pooled separate accounts2019-12-31$20,199,738
Net investment gain/loss from pooled separate accounts2019-12-31$20,199,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,296,006
Contributions received in cash from employer2019-12-31$1,296,006
Employer contributions (assets) at end of year2019-12-31$57,035
Employer contributions (assets) at end of year2019-12-31$57,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,275,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,275,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm name2019-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2019-12-31814643077
Accountancy firm EIN2019-12-31814643077
2018 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,122,305
Total of all expenses incurred2018-12-31$10,534,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,437,460
Expenses. Certain deemed distributions of participant loans2018-12-31$32,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,710,343
Value of total assets at end of year2018-12-31$106,304,085
Value of total assets at beginning of year2018-12-31$115,716,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,863
Total interest from all sources2018-12-31$65,581
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,849,006
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$1,849,006
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,417,020
Participant contributions at end of year2018-12-31$1,303,871
Participant contributions at beginning of year2018-12-31$1,326,658
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$988,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$64,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,412,295
Value of net assets at end of year (total assets less liabilities)2018-12-31$106,304,085
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$115,716,380
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$91,498,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$100,600,633
Value of interest in pooled separate accounts at end of year2018-12-31$13,203,873
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,519,078
Interest on participant loans2018-12-31$62,775
Interest earned on other investments2018-12-31$2,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$294,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$270,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,753,327
Net investment gain/loss from pooled separate accounts2018-12-31$250,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,304,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,437,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2018-12-31814643077
2017 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$24,068,496
Total of all expenses incurred2017-12-31$5,630,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,546,797
Expenses. Certain deemed distributions of participant loans2017-12-31$24,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,542,148
Value of total assets at end of year2017-12-31$115,716,380
Value of total assets at beginning of year2017-12-31$97,278,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,450
Total interest from all sources2017-12-31$58,328
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,948,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,948,176
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,239,740
Participant contributions at end of year2017-12-31$1,326,658
Participant contributions at beginning of year2017-12-31$1,330,422
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,041,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,276
Administrative expenses (other) incurred2017-12-31$59,450
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$18,437,932
Value of net assets at end of year (total assets less liabilities)2017-12-31$115,716,380
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$97,278,448
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$100,600,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$82,199,230
Value of interest in pooled separate accounts at end of year2017-12-31$13,519,078
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,505,999
Interest on participant loans2017-12-31$55,787
Interest earned on other investments2017-12-31$2,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$270,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$241,521
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,260,636
Net investment gain/loss from pooled separate accounts2017-12-31$259,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,260,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,544,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2017-12-31814643077
2016 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$12,857,727
Total of all expenses incurred2016-12-31$7,143,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,084,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,355,993
Value of total assets at end of year2016-12-31$97,278,448
Value of total assets at beginning of year2016-12-31$91,563,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,309
Total interest from all sources2016-12-31$56,250
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,229,544
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$1,229,544
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,986,653
Participant contributions at end of year2016-12-31$1,330,422
Participant contributions at beginning of year2016-12-31$1,311,470
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$174,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$791
Administrative expenses (other) incurred2016-12-31$58,309
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$5,714,612
Value of net assets at end of year (total assets less liabilities)2016-12-31$97,278,448
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$91,563,836
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$82,199,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$77,685,682
Value of interest in pooled separate accounts at end of year2016-12-31$13,505,999
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,312,550
Interest on participant loans2016-12-31$53,933
Interest earned on other investments2016-12-31$2,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$241,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$253,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,968,108
Net investment gain/loss from pooled separate accounts2016-12-31$247,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,194,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,084,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEYRICH, CRONIN & SORRA, CHTD.
Accountancy firm EIN2016-12-31521162023
2015 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$6,334,843
Total of all expenses incurred2015-12-31$8,916,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,867,474
Expenses. Certain deemed distributions of participant loans2015-12-31$965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,742,653
Value of total assets at end of year2015-12-31$91,563,836
Value of total assets at beginning of year2015-12-31$94,145,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,290
Total interest from all sources2015-12-31$54,758
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,450,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,450,044
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,024,781
Participant contributions at end of year2015-12-31$1,311,470
Participant contributions at beginning of year2015-12-31$1,271,151
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$501,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$892
Administrative expenses (other) incurred2015-12-31$48,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,581,886
Value of net assets at end of year (total assets less liabilities)2015-12-31$91,563,836
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$94,145,722
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$77,685,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,122,368
Value of interest in pooled separate accounts at end of year2015-12-31$12,312,550
Value of interest in pooled separate accounts at beginning of year2015-12-31$16,551,427
Interest on participant loans2015-12-31$52,691
Interest earned on other investments2015-12-31$2,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$253,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$199,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,212,343
Net investment gain/loss from pooled separate accounts2015-12-31$299,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,216,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,867,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2015-12-31520959934
2014 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$12,133,473
Total of all expenses incurred2014-12-31$5,701,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,643,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,404,642
Value of total assets at end of year2014-12-31$94,145,722
Value of total assets at beginning of year2014-12-31$87,713,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$58,122
Total interest from all sources2014-12-31$58,498
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,588,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,588,329
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,829,981
Participant contributions at end of year2014-12-31$1,271,151
Participant contributions at beginning of year2014-12-31$1,241,569
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$299,467
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$473
Administrative expenses (other) incurred2014-12-31$28,122
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$6,432,161
Value of net assets at end of year (total assets less liabilities)2014-12-31$94,145,722
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$87,713,561
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
Investment advisory and management fees2014-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$76,122,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$70,359,242
Value of interest in pooled separate accounts at end of year2014-12-31$16,551,427
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,932,970
Interest on participant loans2014-12-31$56,589
Interest earned on other investments2014-12-31$1,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$199,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$179,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,721,026
Net investment gain/loss from pooled separate accounts2014-12-31$360,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,275,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,643,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2014-12-31520959934
2013 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$21,396,953
Total of all expenses incurred2013-12-31$3,886,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,873,660
Expenses. Certain deemed distributions of participant loans2013-12-31$2,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,277,131
Value of total assets at end of year2013-12-31$87,713,561
Value of total assets at beginning of year2013-12-31$70,203,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,505
Total interest from all sources2013-12-31$50,573
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$947,089
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$947,089
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,772,988
Participant contributions at end of year2013-12-31$1,241,569
Participant contributions at beginning of year2013-12-31$1,106,776
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$260,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$434
Administrative expenses (other) incurred2013-12-31$10,505
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$17,510,343
Value of net assets at end of year (total assets less liabilities)2013-12-31$87,713,561
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$70,203,218
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$70,359,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$53,589,468
Value of interest in pooled separate accounts at end of year2013-12-31$15,932,970
Value of interest in pooled separate accounts at beginning of year2013-12-31$15,394,277
Interest on participant loans2013-12-31$49,229
Interest earned on other investments2013-12-31$1,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$179,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$112,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,739,057
Net investment gain/loss from pooled separate accounts2013-12-31$383,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,243,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,873,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2013-12-31520959934
2012 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$41,568
Total income from all sources (including contributions)2012-12-31$14,429,390
Total of all expenses incurred2012-12-31$4,015,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,992,977
Expenses. Certain deemed distributions of participant loans2012-12-31$17,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,130,999
Value of total assets at end of year2012-12-31$70,203,218
Value of total assets at beginning of year2012-12-31$59,748,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,409
Total interest from all sources2012-12-31$42,736
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,049,329
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$1,049,329
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,734,257
Participant contributions at end of year2012-12-31$1,106,776
Participant contributions at beginning of year2012-12-31$891,909
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$468,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$401
Administrative expenses (other) incurred2012-12-31$5,409
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$10,413,607
Value of net assets at end of year (total assets less liabilities)2012-12-31$70,203,218
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$59,748,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$53,589,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$44,201,534
Value of interest in pooled separate accounts at end of year2012-12-31$15,394,277
Value of interest in pooled separate accounts at beginning of year2012-12-31$14,521,943
Interest on participant loans2012-12-31$42,212
Interest earned on other investments2012-12-31$524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$112,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$132,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,808,585
Net investment gain/loss from pooled separate accounts2012-12-31$397,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,928,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,992,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2012-12-31152095934
2011 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$5,669,263
Total of all expenses incurred2011-12-31$2,571,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,567,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,448,525
Value of total assets at end of year2011-12-31$59,748,043
Value of total assets at beginning of year2011-12-31$56,650,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,350
Total interest from all sources2011-12-31$40,989
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$807,371
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$807,371
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$4,440,984
Participant contributions at end of year2011-12-31$891,909
Participant contributions at beginning of year2011-12-31$819,132
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$176,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$416
Administrative expenses (other) incurred2011-12-31$4,350
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$3,097,658
Value of net assets at end of year (total assets less liabilities)2011-12-31$59,748,043
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$56,650,385
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$44,201,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$42,887,295
Value of interest in pooled separate accounts at end of year2011-12-31$14,521,943
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,811,971
Interest on participant loans2011-12-31$40,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$132,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$131,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,022,353
Net investment gain/loss from pooled separate accounts2011-12-31$394,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,831,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,567,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2011-12-31152095934
2010 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$44,337
Total income from all sources (including contributions)2010-12-31$12,175,915
Total of all expenses incurred2010-12-31$3,223,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,208,269
Expenses. Certain deemed distributions of participant loans2010-12-31$4,521
Value of total corrective distributions2010-12-31$5,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,434,073
Value of total assets at end of year2010-12-31$56,650,385
Value of total assets at beginning of year2010-12-31$47,653,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,950
Total interest from all sources2010-12-31$42,020
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$746,272
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$746,272
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$4,245,364
Participant contributions at end of year2010-12-31$819,132
Participant contributions at beginning of year2010-12-31$723,171
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$343,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$416
Administrative expenses (other) incurred2010-12-31$4,950
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$8,952,761
Value of net assets at end of year (total assets less liabilities)2010-12-31$56,650,385
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$47,653,287
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$42,887,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$35,639,371
Value of interest in pooled separate accounts at end of year2010-12-31$12,811,971
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,159,139
Interest on participant loans2010-12-31$41,829
Interest earned on other investments2010-12-31$191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$131,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$131,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,537,356
Net investment gain/loss from pooled separate accounts2010-12-31$416,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,845,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,208,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2010-12-31152095934
2009 : CARROLL HOSPITAL CENTER RETIREMENT SAVINGS 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 CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN

2023: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069234
Policy instance 2
Insurance contract or identification numberTT069234
Number of Individuals Covered2516
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered2516
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069234
Policy instance 2
Insurance contract or identification numberTT069234
Number of Individuals Covered2411
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered2411
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered2400
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069234
Policy instance 2
Insurance contract or identification numberTT069234
Number of Individuals Covered2400
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069234
Policy instance 2
Insurance contract or identification numberTT069234
Number of Individuals Covered2334
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered2334
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered2199
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069234
Policy instance 2
Insurance contract or identification numberTT069234
Number of Individuals Covered2199
Insurance policy start date2019-05-14
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered2071
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered2023
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered1847
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered1785
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered1664
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered1611
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered1586
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069234
Policy instance 1
Insurance contract or identification numberTT069234
Number of Individuals Covered1552
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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