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HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

HEALTH MANAGEMENT ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH MANAGEMENT ASSOCIATES, INC.
Employer identification number (EIN):610963645
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about HEALTH MANAGEMENT ASSOCIATES, INC.

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 2011-10-07
Company Identification Number: 10000475
Legal Registered Office Address: 120 N. WASHINGTON SQUARE
SUITE 705
LANSING
United States of America (USA)
48933

More information about HEALTH MANAGEMENT ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01JAMES DOUCETTE JAMES DOUCETTE2015-10-14
0012014-01-01JAMES DOUCETTE JAMES DOUCETTE2015-10-14
0012013-01-01JAMES DOUCETTE JAMES DOUCETTE2014-07-11
0012012-01-01MARCIA YONALEY MARCIA YONALEY2013-07-24
0012011-01-01GERALD REYNOLDS ROBERT FARNHAM2012-10-08
0012010-01-01TIMOTHY PARRY TIMOTHY PARRY2011-06-24
0012009-01-01TIMOTHY PARRY TIMOTHY PARRY2010-09-24

Plan Statistics for HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2014: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0150,085
Total number of active participants reported on line 7a of the Form 55002014-01-0134,695
Number of retired or separated participants receiving benefits2014-01-0126
Number of other retired or separated participants entitled to future benefits2014-01-019,590
Total of all active and inactive participants2014-01-0144,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0144,311
Number of participants with account balances2014-01-0144,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0146,530
Total number of active participants reported on line 7a of the Form 55002013-01-0140,050
Number of retired or separated participants receiving benefits2013-01-0117
Number of other retired or separated participants entitled to future benefits2013-01-0110,018
Total of all active and inactive participants2013-01-0150,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0150,085
Number of participants with account balances2013-01-0145,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0148,346
Total number of active participants reported on line 7a of the Form 55002012-01-0138,805
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-017,719
Total of all active and inactive participants2012-01-0146,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0146,530
Number of participants with account balances2012-01-0142,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011,151
2011: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0141,064
Total number of active participants reported on line 7a of the Form 55002011-01-0141,283
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-017,044
Total of all active and inactive participants2011-01-0148,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0148,329
Number of participants with account balances2011-01-0141,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,791
2010: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0144,534
Total number of active participants reported on line 7a of the Form 55002010-01-0135,715
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-015,292
Total of all active and inactive participants2010-01-0141,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0110
Total participants2010-01-0141,018
Number of participants with account balances2010-01-0134,816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011,575
2009: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0138,138
Total number of active participants reported on line 7a of the Form 55002009-01-0140,442
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014,063
Total of all active and inactive participants2009-01-0144,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-0144,508
Number of participants with account balances2009-01-0130,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,953

Financial Data on HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2014 : HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,634,328
Total unrealized appreciation/depreciation of assets2014-12-31$3,634,328
Total transfer of assets to this plan2014-12-31$2,528,522
Total transfer of assets from this plan2014-12-31$7,473,516
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$114,035
Total income from all sources (including contributions)2014-12-31$150,969,075
Total loss/gain on sale of assets2014-12-31$278,853
Total of all expenses incurred2014-12-31$149,025,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$148,190,813
Expenses. Certain deemed distributions of participant loans2014-12-31$346,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$110,917,038
Value of total assets at end of year2014-12-31$843,207,724
Value of total assets at beginning of year2014-12-31$846,323,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$488,496
Total interest from all sources2014-12-31$5,673,013
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
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$95,166,423
Participant contributions at end of year2014-12-31$28,712,592
Participant contributions at beginning of year2014-12-31$33,377,084
Participant contributions at end of year2014-12-31$3,093,478
Participant contributions at beginning of year2014-12-31$3,644,702
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,634,763
Other income not declared elsewhere2014-12-31$528,028
Administrative expenses (other) incurred2014-12-31$488,496
Liabilities. Value of operating payables at beginning of year2014-12-31$114,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,943,188
Value of net assets at end of year (total assets less liabilities)2014-12-31$843,207,724
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$846,209,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$562,736,024
Value of interest in pooled separate accounts at beginning of year2014-12-31$526,552,953
Interest on participant loans2014-12-31$1,279,453
Interest earned on other investments2014-12-31$4,393,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$224,650,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$206,370,995
Net investment gain/loss from pooled separate accounts2014-12-31$29,937,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$14,821,307
Assets. Invements in employer securities at beginning of year2014-12-31$66,812,172
Contributions received in cash from employer2014-12-31$10,115,852
Employer contributions (assets) at end of year2014-12-31$9,193,382
Employer contributions (assets) at beginning of year2014-12-31$9,565,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$148,190,813
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
Aggregate proceeds on sale of assets2014-12-31$2,235,125
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,956,272
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 name2014-12-31LBMC, PC
Accountancy firm EIN2014-12-31621199757
2013 : HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$23,771,651
Total unrealized appreciation/depreciation of assets2013-12-31$23,771,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$114,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,427
Total income from all sources (including contributions)2013-12-31$253,270,861
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$97,875,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$97,360,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$121,964,966
Value of total assets at end of year2013-12-31$846,323,565
Value of total assets at beginning of year2013-12-31$690,821,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$514,069
Total interest from all sources2013-12-31$5,377,998
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$96,196,708
Participant contributions at end of year2013-12-31$33,377,084
Participant contributions at beginning of year2013-12-31$29,063,902
Participant contributions at end of year2013-12-31$3,644,702
Participant contributions at beginning of year2013-12-31$571
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,551,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,489
Administrative expenses (other) incurred2013-12-31$514,069
Liabilities. Value of operating payables at end of year2013-12-31$114,035
Liabilities. Value of operating payables at beginning of year2013-12-31$5,938
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$155,395,829
Value of net assets at end of year (total assets less liabilities)2013-12-31$846,209,530
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$690,813,701
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 pooled separate accounts at end of year2013-12-31$526,552,953
Value of interest in pooled separate accounts at beginning of year2013-12-31$395,384,421
Interest on participant loans2013-12-31$1,296,865
Interest earned on other investments2013-12-31$4,081,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$206,370,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$194,428,905
Net investment gain/loss from pooled separate accounts2013-12-31$102,156,246
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
Assets. Invements in employer securities at end of year2013-12-31$66,812,172
Assets. Invements in employer securities at beginning of year2013-12-31$60,194,271
Contributions received in cash from employer2013-12-31$10,216,473
Employer contributions (assets) at end of year2013-12-31$9,565,659
Employer contributions (assets) at beginning of year2013-12-31$11,749,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$97,360,963
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 name2013-12-31LATTIMORE, BLACK, MORGAN & CAIN PC
Accountancy firm EIN2013-12-31621199757
2012 : HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$12,600,086
Total unrealized appreciation/depreciation of assets2012-12-31$12,600,086
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$109,975
Total income from all sources (including contributions)2012-12-31$179,681,704
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$59,118,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$58,586,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$115,986,509
Value of total assets at end of year2012-12-31$690,821,128
Value of total assets at beginning of year2012-12-31$570,359,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$531,465
Total interest from all sources2012-12-31$5,760,520
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$186,162
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$88,702,039
Participant contributions at end of year2012-12-31$29,063,902
Participant contributions at beginning of year2012-12-31$28,268,657
Participant contributions at end of year2012-12-31$571
Participant contributions at beginning of year2012-12-31$2,881,427
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,945,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$107,069
Administrative expenses (other) incurred2012-12-31$531,465
Liabilities. Value of operating payables at end of year2012-12-31$5,938
Liabilities. Value of operating payables at beginning of year2012-12-31$2,906
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$120,563,685
Value of net assets at end of year (total assets less liabilities)2012-12-31$690,813,701
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$570,250,016
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 pooled separate accounts at end of year2012-12-31$395,384,421
Value of interest in pooled separate accounts at beginning of year2012-12-31$296,120,869
Interest on participant loans2012-12-31$1,295,579
Interest earned on other investments2012-12-31$4,464,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$194,428,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$177,387,981
Net investment gain/loss from pooled separate accounts2012-12-31$45,334,589
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
Assets. Invements in employer securities at end of year2012-12-31$60,194,271
Assets. Invements in employer securities at beginning of year2012-12-31$54,972,085
Contributions received in cash from employer2012-12-31$11,338,551
Employer contributions (assets) at end of year2012-12-31$11,749,058
Employer contributions (assets) at beginning of year2012-12-31$10,728,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$58,586,554
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-18,732,125
Total unrealized appreciation/depreciation of assets2011-12-31$-18,732,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$109,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$183,969
Total income from all sources (including contributions)2011-12-31$91,770,031
Total loss/gain on sale of assets2011-12-31$2,394,431
Total of all expenses incurred2011-12-31$60,228,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$59,182,970
Expenses. Certain deemed distributions of participant loans2011-12-31$290,434
Value of total corrective distributions2011-12-31$171,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$104,834,589
Value of total assets at end of year2011-12-31$570,359,991
Value of total assets at beginning of year2011-12-31$538,892,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$583,129
Total interest from all sources2011-12-31$5,811,314
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$519,025
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$75,993,670
Participant contributions at end of year2011-12-31$28,268,657
Participant contributions at beginning of year2011-12-31$24,921,595
Participant contributions at end of year2011-12-31$2,881,427
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,070,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$107,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$171,545
Administrative expenses (other) incurred2011-12-31$583,129
Liabilities. Value of operating payables at end of year2011-12-31$2,906
Liabilities. Value of operating payables at beginning of year2011-12-31$12,424
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$31,541,953
Value of net assets at end of year (total assets less liabilities)2011-12-31$570,250,016
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$538,708,063
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 pooled separate accounts at end of year2011-12-31$296,120,869
Value of interest in pooled separate accounts at beginning of year2011-12-31$268,537,076
Interest on participant loans2011-12-31$1,140,365
Interest earned on other investments2011-12-31$4,670,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$177,387,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$160,438,705
Net investment gain/loss from pooled separate accounts2011-12-31$-2,538,178
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$54,972,085
Assets. Invements in employer securities at beginning of year2011-12-31$83,096,602
Contributions received in cash from employer2011-12-31$9,770,315
Employer contributions (assets) at end of year2011-12-31$10,728,972
Employer contributions (assets) at beginning of year2011-12-31$1,898,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$59,182,970
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
Aggregate proceeds on sale of assets2011-12-31$13,818,297
Aggregate carrying amount (costs) on sale of assets2011-12-31$11,423,866
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$20,218,834
Total unrealized appreciation/depreciation of assets2010-12-31$20,218,834
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$183,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$421,573
Total income from all sources (including contributions)2010-12-31$142,544,995
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$48,782,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$47,723,681
Expenses. Certain deemed distributions of participant loans2010-12-31$176,227
Value of total corrective distributions2010-12-31$171,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$85,397,252
Value of total assets at end of year2010-12-31$538,892,032
Value of total assets at beginning of year2010-12-31$445,367,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$711,193
Total interest from all sources2010-12-31$5,761,913
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$66,120,965
Participant contributions at end of year2010-12-31$24,921,595
Participant contributions at beginning of year2010-12-31$20,989,233
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,473,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$171,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$369,262
Administrative expenses (other) incurred2010-12-31$711,193
Liabilities. Value of operating payables at end of year2010-12-31$12,424
Liabilities. Value of operating payables at beginning of year2010-12-31$52,311
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$93,762,349
Value of net assets at end of year (total assets less liabilities)2010-12-31$538,708,063
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$444,945,714
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 pooled separate accounts at end of year2010-12-31$268,537,076
Value of interest in pooled separate accounts at beginning of year2010-12-31$204,318,557
Interest on participant loans2010-12-31$1,167,740
Interest earned on other investments2010-12-31$4,594,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$160,438,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$151,717,274
Net investment gain/loss from pooled separate accounts2010-12-31$31,166,996
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$83,096,602
Assets. Invements in employer securities at beginning of year2010-12-31$68,339,341
Contributions received in cash from employer2010-12-31$3,802,831
Employer contributions (assets) at end of year2010-12-31$1,898,054
Employer contributions (assets) at beginning of year2010-12-31$2,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$47,723,681
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : HEALTH MANAGEMENT ASSOCIATES, INC. 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 HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

2014: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEALTH MANAGEMENT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEALTH MANAGEMENT ASSOCIATES, INC. 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38610-001
Policy instance 1
Insurance contract or identification number38610-001
Number of Individuals Covered44311
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38610-001
Policy instance 1
Insurance contract or identification number38610-001
Number of Individuals Covered45708
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38610-001
Policy instance 1
Insurance contract or identification number38610-001
Number of Individuals Covered46530
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38610-001
Policy instance 1
Insurance contract or identification number38610-001
Number of Individuals Covered48329
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38610-001
Policy instance 1
Insurance contract or identification number38610-001
Number of Individuals Covered41018
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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