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CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCHATHAM HOSPITAL RETIREMENT SAVINGS PLAN
Plan identification number 002

CHATHAM HOSPITAL 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)(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHATHAM HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHATHAM HOSPITAL, INC.
Employer identification number (EIN):560611546
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-07-01THOMAS CANTWELL2020-10-05
0022018-07-01ROBERT STRICKLER2020-04-16
0022017-07-01ROBERT ENDERS
0022016-07-01ROBERT ENDERS
0022015-07-01ROBERT ENDERS
0022014-07-01ROBERT ENDERS
0022013-07-01ROBERT ENDERS
0022012-07-01ROBERT ENDERS
0022011-07-01BROCK SIMONDS
0022009-10-01BOB BLACKWELL

Plan Statistics for CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN

Measure Date Value
2019: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01229
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-010
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01221
Total number of active participants reported on line 7a of the Form 55002018-07-01199
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0122
Total of all active and inactive participants2018-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01221
Number of participants with account balances2018-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-014
2017: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01228
Total number of active participants reported on line 7a of the Form 55002017-07-01199
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0120
Total of all active and inactive participants2017-07-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01219
Number of participants with account balances2017-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01206
Total number of active participants reported on line 7a of the Form 55002016-07-01204
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0124
Total of all active and inactive participants2016-07-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01228
Number of participants with account balances2016-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01189
Total number of active participants reported on line 7a of the Form 55002015-07-01180
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0118
Total of all active and inactive participants2015-07-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01198
Number of participants with account balances2015-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01207
Total number of active participants reported on line 7a of the Form 55002014-07-01168
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0120
Total of all active and inactive participants2014-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01188
Number of participants with account balances2014-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01216
Total number of active participants reported on line 7a of the Form 55002013-07-01182
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0128
Total of all active and inactive participants2013-07-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01210
Number of participants with account balances2013-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01219
Total number of active participants reported on line 7a of the Form 55002012-07-01174
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0132
Total of all active and inactive participants2012-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01206
Number of participants with account balances2012-07-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01230
Total number of active participants reported on line 7a of the Form 55002011-07-01179
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0134
Total of all active and inactive participants2011-07-01213
Total participants2011-07-01213
Number of participants with account balances2011-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2009: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01209
Total number of active participants reported on line 7a of the Form 55002009-10-01196
Number of other retired or separated participants entitled to future benefits2009-10-0127
Total of all active and inactive participants2009-10-01223
Total participants2009-10-01223
Number of participants with account balances2009-10-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-012

Financial Data on CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$4,548,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$469,467
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$107,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$101,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$199,299
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$4,186,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,236
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$5,236
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Contributions received from participants2019-12-31$146,136
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$202
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$362,262
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,186,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,969,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$215,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$270,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$52,961
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$101,969
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$523,588
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$332,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$323,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$322,568
Value of total assets at end of year2019-06-30$4,186,289
Value of total assets at beginning of year2019-06-30$3,995,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$8,487
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$8,487
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$255,814
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$2,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$191,235
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,186,289
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,995,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,969,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,866,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$31,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$31,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$215,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$96,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$201,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$64,736
Employer contributions (assets) at end of year2019-06-30$794
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$323,866
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BDO USA, LLP
Accountancy firm EIN2019-06-30135381590
2018 : CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$654,139
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$209,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$200,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$373,877
Value of total assets at end of year2018-06-30$3,995,054
Value of total assets at beginning of year2018-06-30$3,550,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$8,558
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$8,558
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$290,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$444,711
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,995,054
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,550,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,866,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,447,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$31,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$27,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$27,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$96,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$75,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$280,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$83,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$200,870
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-06-30410746749
2017 : CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$793,241
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$311,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$301,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$337,094
Value of total assets at end of year2017-06-30$3,550,343
Value of total assets at beginning of year2017-06-30$3,068,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$10,122
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$10,122
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$252,739
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$3,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$481,639
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,550,343
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,068,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,447,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,925,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$27,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$36,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$36,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$75,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$106,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$456,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$81,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$301,480
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-06-30410746749
2016 : CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$264,517
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$153,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$141,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$316,552
Value of total assets at end of year2016-06-30$3,068,704
Value of total assets at beginning of year2016-06-30$2,957,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$11,895
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$11,895
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$232,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$110,813
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,068,704
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,957,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,925,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,821,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$36,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$44,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$44,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$106,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$91,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-52,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$83,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$141,809
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$475,808
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$294,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$282,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$417,644
Value of total assets at end of year2015-06-30$2,957,891
Value of total assets at beginning of year2015-06-30$2,776,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$12,022
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$12,022
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$259,786
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$136
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$80,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$181,239
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,957,891
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,776,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,821,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,610,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$44,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$42,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$42,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$91,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$121,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$58,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$77,631
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$1,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$282,547
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$3,152
Total income from all sources (including contributions)2014-06-30$757,880
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$392,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$380,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$310,866
Value of total assets at end of year2014-06-30$2,776,652
Value of total assets at beginning of year2014-06-30$2,413,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$11,869
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$212,221
Participant contributions at end of year2014-06-30$136
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$21,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$6,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$365,857
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,776,652
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,410,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$11,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,610,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,247,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$42,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$46,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$46,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$121,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$104,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$447,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$77,035
Employer contributions (assets) at end of year2014-06-30$1,604
Employer contributions (assets) at beginning of year2014-06-30$9,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$380,154
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$3,152
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$3,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,784
Total income from all sources (including contributions)2013-06-30$603,113
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$276,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$262,120
Value of total corrective distributions2013-06-30$4,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$318,699
Value of total assets at end of year2013-06-30$2,413,947
Value of total assets at beginning of year2013-06-30$2,086,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,462
Total interest from all sources2013-06-30$136
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$245,595
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$8,075
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$518
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$6,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$6,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$326,989
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,410,795
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,083,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$9,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,247,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,026,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$46,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$42,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$42,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$104,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$284,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$72,586
Employer contributions (assets) at end of year2013-06-30$9,429
Employer contributions (assets) at beginning of year2013-06-30$3,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$262,120
Liabilities. Value of benefit claims payable at end of year2013-06-30$3,152
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$2,784
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-06-30410746749
2012 : CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$318,452
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$338,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$326,189
Value of total corrective distributions2012-06-30$2,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$352,862
Value of total assets at end of year2012-06-30$2,086,590
Value of total assets at beginning of year2012-06-30$2,103,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$9,126
Total interest from all sources2012-06-30$2
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$252,616
Participant contributions at end of year2012-06-30$8,075
Participant contributions at beginning of year2012-06-30$9,593
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$14,591
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$6,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-19,647
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,083,806
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,103,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$9,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,026,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,053,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$42,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$40,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$40,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-34,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$85,655
Employer contributions (assets) at end of year2012-06-30$3,136
Employer contributions (assets) at beginning of year2012-06-30$626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$326,189
Liabilities. Value of benefit claims payable at end of year2012-06-30$2,784
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-06-30410746749
2011 : CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$719,636
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$89,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$82,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$378,559
Value of total assets at end of year2011-06-30$2,103,453
Value of total assets at beginning of year2011-06-30$1,473,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,315
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$247,798
Participant contributions at end of year2011-06-30$9,593
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$42,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$630,062
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,103,453
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,473,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$7,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,053,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,383,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$40,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$33,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$33,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$341,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$88,093
Employer contributions (assets) at end of year2011-06-30$626
Employer contributions (assets) at beginning of year2011-06-30$56,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$82,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-06-30410746749
2010 : CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN

2019: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingYes
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CHATHAM HOSPITAL RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60442-1
Policy instance 1
Insurance contract or identification numberMR 60442-1
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,615
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $699
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60442-1
Policy instance 1
Insurance contract or identification numberMR 60442-1
Number of Individuals Covered109
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $488
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $176
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60442-1
Policy instance 1
Insurance contract or identification numberMR 60442-1
Number of Individuals Covered103
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $576
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60442-1
Policy instance 1
Insurance contract or identification numberMR 60442-1
Number of Individuals Covered93
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $381
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $330
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTIMOTHY C FLANAGAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60442-1
Policy instance 1
Insurance contract or identification numberMR 60442-1
Number of Individuals Covered93
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $376
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $326
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTIMOTHY C FLANAGAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60442-1
Policy instance 1
Insurance contract or identification numberMR 60442-1
Number of Individuals Covered95
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $398
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $345
Insurance broker organization code?3
Insurance broker nameTIMOTHY C FLANAGAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60442-1
Policy instance 1
Insurance contract or identification numberMR 60442-1
Number of Individuals Covered100
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $382
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $331
Insurance broker organization code?3
Insurance broker nameTIMOTHY C FLANAGAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60442-1
Policy instance 1
Insurance contract or identification numberMR 60442-1
Number of Individuals Covered107
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $306
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60442-1
Policy instance 1
Insurance contract or identification numberMR 60442-1
Number of Individuals Covered112
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $632
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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