LONGMONT UNITED HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LONGMONT UNITED HOSPITAL 403(B) PLAN
Measure | Date | Value |
---|
2019 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $224,390 |
Total income from all sources (including contributions) | 2019-12-31 | $224,390 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,378,291 |
Total of all expenses incurred | 2019-12-31 | $2,378,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,378,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,378,168 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $2,153,901 |
Value of total assets at beginning of year | 2019-12-31 | $2,153,901 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $123 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $123 |
Total interest from all sources | 2019-12-31 | $57,441 |
Total interest from all sources | 2019-12-31 | $57,441 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $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 year | 2019-12-31 | Yes |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-2,153,901 |
Value of net income/loss | 2019-12-31 | $-2,153,901 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,153,901 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,153,901 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $700,545 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $700,545 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $57,441 |
Interest earned on other investments | 2019-12-31 | $57,441 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,453,356 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,453,356 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $166,949 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $166,949 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,378,168 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,378,168 |
Contract administrator fees | 2019-12-31 | $123 |
Contract administrator fees | 2019-12-31 | $123 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm name | 2019-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $18,811 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $207,619 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $207,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $2,153,901 |
Value of total assets at beginning of year | 2018-12-31 | $2,342,709 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $133 |
Total interest from all sources | 2018-12-31 | $70,221 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | No |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-188,808 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,153,901 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,342,709 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $700,545 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $789,444 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $70,221 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,453,356 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,553,265 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-51,410 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $207,486 |
Contract administrator fees | 2018-12-31 | $133 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $201,718 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $232,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $232,480 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $2,342,709 |
Value of total assets at beginning of year | 2017-12-31 | $2,373,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $134 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $79,086 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $79,086 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $0 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-30,896 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,342,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,373,605 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $789,444 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $806,775 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,553,265 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,566,830 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $122,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $232,480 |
Contract administrator fees | 2017-12-31 | $134 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2017-12-31 | 461497033 |
2016 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,290,277 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $76,867,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $76,847,864 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,624,169 |
Value of total assets at end of year | 2016-12-31 | $2,373,605 |
Value of total assets at beginning of year | 2016-12-31 | $72,950,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $19,259 |
Total interest from all sources | 2016-12-31 | $39,129 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $649,708 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $649,708 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,093,297 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $1,028,524 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $87,634 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $2,646 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-70,576,846 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,373,605 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $72,950,451 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $806,775 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $57,457,733 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $12,812,727 |
Interest on participant loans | 2016-12-31 | $39,129 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,566,830 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,648,821 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,977,271 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $443,238 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $76,847,864 |
Contract administrator fees | 2016-12-31 | $19,259 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2016-12-31 | 461497033 |
2015 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,280 |
Total income from all sources (including contributions) | 2015-12-31 | $6,424,341 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $11,360,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,341,580 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,001,102 |
Value of total assets at end of year | 2015-12-31 | $72,950,451 |
Value of total assets at beginning of year | 2015-12-31 | $77,892,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $18,645 |
Total interest from all sources | 2015-12-31 | $58,135 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,081,891 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,081,891 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $4,803,019 |
Participant contributions at end of year | 2015-12-31 | $1,028,524 |
Participant contributions at beginning of year | 2015-12-31 | $1,007,103 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $436,829 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $2,646 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $5,245 |
Administrative expenses (other) incurred | 2015-12-31 | $18,645 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $6,280 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,935,884 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $72,950,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $77,886,335 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $57,457,733 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $62,487,844 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $12,812,727 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $12,683,596 |
Interest on participant loans | 2015-12-31 | $58,135 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,648,821 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,708,827 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,115,651 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $398,864 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $761,254 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $11,341,580 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2015-12-31 | 461497033 |
2014 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,280 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,235 |
Total income from all sources (including contributions) | 2014-12-31 | $11,254,887 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $5,341,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,320,204 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,930,371 |
Value of total assets at end of year | 2014-12-31 | $77,892,615 |
Value of total assets at beginning of year | 2014-12-31 | $71,976,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $21,314 |
Total interest from all sources | 2014-12-31 | $57,918 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $4,082,266 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $4,082,266 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $4,623,650 |
Participant contributions at end of year | 2014-12-31 | $1,007,103 |
Participant contributions at beginning of year | 2014-12-31 | $847,708 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $615,556 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $5,245 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $642 |
Administrative expenses (other) incurred | 2014-12-31 | $21,314 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $6,280 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $3,235 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $5,913,369 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $77,886,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $71,972,966 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $62,487,844 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $56,765,698 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $12,683,596 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $12,666,903 |
Interest on participant loans | 2014-12-31 | $57,918 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,708,827 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,695,250 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $794,392 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $389,940 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $691,165 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,320,204 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2014-12-31 | 461497033 |
2013 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $8,601,921 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $8,601,921 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,235 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $19 |
Total income from all sources (including contributions) | 2013-12-31 | $17,507,884 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,350,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,331,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,017,771 |
Value of total assets at end of year | 2013-12-31 | $71,976,201 |
Value of total assets at beginning of year | 2013-12-31 | $58,815,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $18,883 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,888,192 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,888,192 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $4,563,085 |
Participant contributions at end of year | 2013-12-31 | $847,708 |
Participant contributions at beginning of year | 2013-12-31 | $753,060 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $887,341 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $642 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $45,706 |
Administrative expenses (other) incurred | 2013-12-31 | $18,883 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $3,235 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $19 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $13,157,500 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $71,972,966 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $58,815,466 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $56,765,698 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $44,199,208 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $12,666,903 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $12,128,982 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,695,250 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,688,529 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $567,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,331,501 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2013-12-31 | 461497033 |
2012 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $19 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $50,645 |
Total income from all sources (including contributions) | 2012-12-31 | $11,373,563 |
Total of all expenses incurred | 2012-12-31 | $3,885,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,871,978 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,660,657 |
Value of total assets at end of year | 2012-12-31 | $58,815,485 |
Value of total assets at beginning of year | 2012-12-31 | $51,378,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,866 |
Total interest from all sources | 2012-12-31 | $7,566 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,492,705 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,492,705 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $4,211,202 |
Participant contributions at end of year | 2012-12-31 | $753,060 |
Participant contributions at beginning of year | 2012-12-31 | $673,642 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $795,098 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $45,706 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $20,852 |
Other income not declared elsewhere | 2012-12-31 | $923 |
Administrative expenses (other) incurred | 2012-12-31 | $13,866 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $19 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $50,645 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,487,719 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $58,815,466 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $51,327,747 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $44,199,208 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $36,918,388 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $12,128,982 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $11,986,781 |
Interest on participant loans | 2012-12-31 | $7,566 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,688,529 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,778,729 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,778,315 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $433,397 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $654,357 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,871,978 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | EKS&LLLP |
Accountancy firm EIN | 2012-12-31 | 461497033 |
2011 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $50,645 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $748 |
Total income from all sources (including contributions) | 2011-12-31 | $7,736,533 |
Total of all expenses incurred | 2011-12-31 | $3,699,034 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,640,733 |
Value of total corrective distributions | 2011-12-31 | $49,472 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,125,062 |
Value of total assets at end of year | 2011-12-31 | $51,378,392 |
Value of total assets at beginning of year | 2011-12-31 | $47,290,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,829 |
Total interest from all sources | 2011-12-31 | $110,853 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,195,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,195,162 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,962,369 |
Participant contributions at end of year | 2011-12-31 | $673,642 |
Participant contributions at beginning of year | 2011-12-31 | $576,661 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $747,837 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $20,852 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $19,784 |
Other income not declared elsewhere | 2011-12-31 | $2,397,459 |
Administrative expenses (other) incurred | 2011-12-31 | $7,010 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $50,645 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $748 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $4,037,499 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $51,327,747 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $47,290,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $1,819 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $36,918,388 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $35,388,231 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $11,986,781 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $11,306,320 |
Interest on participant loans | 2011-12-31 | $27,948 |
Interest earned on other investments | 2011-12-31 | $82,905 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,778,729 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,550,428 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $458,425 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $414,856 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,640,733 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BROCK AND COMPANY CPAS P.C. |
Accountancy firm EIN | 2011-12-31 | 840930288 |
2010 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $748 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $26,795 |
Total income from all sources (including contributions) | 2010-12-31 | $9,852,787 |
Total of all expenses incurred | 2010-12-31 | $5,026,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,005,682 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $14,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,297,652 |
Value of total assets at end of year | 2010-12-31 | $47,290,996 |
Value of total assets at beginning of year | 2010-12-31 | $42,490,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,628 |
Total interest from all sources | 2010-12-31 | $36,379 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $772,770 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $772,770 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,928,617 |
Participant contributions at end of year | 2010-12-31 | $576,661 |
Participant contributions at beginning of year | 2010-12-31 | $554,046 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $366,592 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $19,784 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $123 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $26,525 |
Administrative expenses (other) incurred | 2010-12-31 | $6,062 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $748 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $270 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,826,201 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $47,290,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $42,464,047 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $566 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $35,388,231 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $29,384,570 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $11,306,320 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $12,552,103 |
Interest on participant loans | 2010-12-31 | $36,379 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,283,144 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $462,842 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,443 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,005,682 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BROCK AND COMPANY CPAS P.C. |
Accountancy firm EIN | 2010-12-31 | 840930288 |
2009 : LONGMONT UNITED HOSPITAL 403(B) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |