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ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN
Plan identification number 001

ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASHLAND COMMUNITY HEALTHCARE SERVICES has sponsored the creation of one or more 401k plans.

Company Name:ASHLAND COMMUNITY HEALTHCARE SERVICES
Employer identification number (EIN):931213059
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ASHLAND COMMUNITY HEALTHCARE SERVICES

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1996-04-08
Company Identification Number: 51030584
Legal Registered Office Address: 2650 SISKIYOU BLVD

MEDFORD
United States of America (USA)
97504

More information about ASHLAND COMMUNITY HEALTHCARE SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01PAUL MACUGA
0012015-07-01PAUL MACUGA
0012014-07-01GREGG EDWARDS
0012013-08-01GREGG EDWARDS

Plan Statistics for ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

Measure Date Value
2020: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-06-3028,170,995
Acturial value of plan assets2020-06-3028,170,995
Funding target for retired participants and beneficiaries receiving payment2020-06-3021,733,711
Number of terminated vested participants2020-06-3047
Fundng target for terminated vested participants2020-06-304,601,522
Active participant vested funding target2020-06-305,772,069
Number of active participants2020-06-3063
Total funding liabilities for active participants2020-06-305,772,069
Total participant count2020-06-30279
Total funding target for all participants2020-06-3032,107,302
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-301,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-301,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-302,365,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-302,272,771
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-303,936,307
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-302,225,954
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-302,225,954
Contributions allocatedtoward minimum required contributions for current year2020-06-302,272,771
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01278
Total number of active participants reported on line 7a of the Form 55002019-07-0155
Number of retired or separated participants receiving benefits2019-07-01164
Number of other retired or separated participants entitled to future benefits2019-07-0145
Total of all active and inactive participants2019-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0112
Total participants2019-07-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3026,058,289
Acturial value of plan assets2019-06-3026,058,289
Funding target for retired participants and beneficiaries receiving payment2019-06-3020,257,651
Number of terminated vested participants2019-06-3048
Fundng target for terminated vested participants2019-06-304,129,331
Active participant vested funding target2019-06-306,076,810
Number of active participants2019-06-3068
Total funding liabilities for active participants2019-06-306,104,577
Total participant count2019-06-30280
Total funding target for all participants2019-06-3030,491,559
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30144,368
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30152,929
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-302,090,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-301,997,983
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-304,433,270
Total funding amount beforereflecting carryover/prefunding balances2019-06-301,996,140
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-301,996,140
Contributions allocatedtoward minimum required contributions for current year2019-06-301,997,983
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01280
Total number of active participants reported on line 7a of the Form 55002018-07-0163
Number of retired or separated participants receiving benefits2018-07-01156
Number of other retired or separated participants entitled to future benefits2018-07-0147
Total of all active and inactive participants2018-07-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0112
Total participants2018-07-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3024,950,245
Acturial value of plan assets2018-06-3024,950,245
Funding target for retired participants and beneficiaries receiving payment2018-06-3018,369,848
Number of terminated vested participants2018-06-3085
Fundng target for terminated vested participants2018-06-306,620,713
Active participant vested funding target2018-06-305,769,312
Number of active participants2018-06-3071
Total funding liabilities for active participants2018-06-305,805,030
Total participant count2018-06-30310
Total funding target for all participants2018-06-3030,795,591
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30869,559
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30922,776
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-302,177,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-302,082,715
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-305,845,346
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-301,938,347
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-301,938,347
Contributions allocatedtoward minimum required contributions for current year2018-06-302,082,715
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01310
Total number of active participants reported on line 7a of the Form 55002017-07-0168
Number of retired or separated participants receiving benefits2017-07-01152
Number of other retired or separated participants entitled to future benefits2017-07-0148
Total of all active and inactive participants2017-07-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0112
Total participants2017-07-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3020,525,500
Acturial value of plan assets2017-06-3020,525,500
Funding target for retired participants and beneficiaries receiving payment2017-06-3017,561,682
Number of terminated vested participants2017-06-3089
Fundng target for terminated vested participants2017-06-306,216,825
Active participant vested funding target2017-06-305,955,373
Number of active participants2017-06-3077
Total funding liabilities for active participants2017-06-306,001,528
Total participant count2017-06-30313
Total funding target for all participants2017-06-3029,780,035
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3069
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-303,258,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-303,068,248
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-309,254,535
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-302,198,689
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-302,198,689
Contributions allocatedtoward minimum required contributions for current year2017-06-303,068,248
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01313
Total number of active participants reported on line 7a of the Form 55002016-07-0171
Number of retired or separated participants receiving benefits2016-07-01144
Number of other retired or separated participants entitled to future benefits2016-07-0185
Total of all active and inactive participants2016-07-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0110
Total participants2016-07-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01313
Total number of active participants reported on line 7a of the Form 55002015-07-0177
Number of retired or separated participants receiving benefits2015-07-01137
Number of other retired or separated participants entitled to future benefits2015-07-0189
Total of all active and inactive participants2015-07-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0110
Total participants2015-07-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01317
Total number of active participants reported on line 7a of the Form 55002014-07-0189
Number of retired or separated participants receiving benefits2014-07-01128
Number of other retired or separated participants entitled to future benefits2014-07-0189
Total of all active and inactive participants2014-07-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-017
Total participants2014-07-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01322
Total number of active participants reported on line 7a of the Form 55002013-08-01109
Number of retired or separated participants receiving benefits2013-08-01124
Number of other retired or separated participants entitled to future benefits2013-08-0182
Total of all active and inactive participants2013-08-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-012
Total participants2013-08-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010

Financial Data on ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

Measure Date Value
2020 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-489,358
Total unrealized appreciation/depreciation of assets2020-06-30$-489,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,530,546
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,683,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,682,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,367,738
Value of total assets at end of year2020-06-30$29,050,049
Value of total assets at beginning of year2020-06-30$28,203,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$894
Total interest from all sources2020-06-30$107,450
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$825,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$825,005
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$3,620,713
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$3,533,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$2,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$5,381
Administrative expenses (other) incurred2020-06-30$894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$846,812
Value of net assets at end of year (total assets less liabilities)2020-06-30$29,050,049
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$28,203,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$20,104,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$17,349,649
Value of interest in pooled separate accounts at end of year2020-06-30$27,102
Value of interest in pooled separate accounts at beginning of year2020-06-30$23,780
Interest earned on other investments2020-06-30$107,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$974,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$974,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-280,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,367,738
Employer contributions (assets) at end of year2020-06-30$865,000
Employer contributions (assets) at beginning of year2020-06-30$660,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,682,840
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$4,430,188
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$5,656,618
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2020-06-30930623286
2019 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$886,668
Total unrealized appreciation/depreciation of assets2019-06-30$886,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$3,736,841
Total loss/gain on sale of assets2019-06-30$-110,397
Total of all expenses incurred2019-06-30$1,745,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,743,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,090,207
Value of total assets at end of year2019-06-30$28,203,237
Value of total assets at beginning of year2019-06-30$26,211,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,313
Total interest from all sources2019-06-30$97,833
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$749,266
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$749,266
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$3,533,109
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$3,585,960
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$5,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$6,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,991,782
Value of net assets at end of year (total assets less liabilities)2019-06-30$28,203,237
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$26,211,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$1,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$17,349,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$16,423,733
Value of interest in pooled separate accounts at end of year2019-06-30$23,780
Value of interest in pooled separate accounts at beginning of year2019-06-30$23,780
Interest earned on other investments2019-06-30$97,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$974,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$174,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$174,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$23,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,090,207
Employer contributions (assets) at end of year2019-06-30$660,000
Employer contributions (assets) at beginning of year2019-06-30$737,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,743,746
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$5,656,618
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$5,260,609
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$-110,397
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2019-06-30930623286
2018 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$1,116,864
Total unrealized appreciation/depreciation of assets2018-06-30$1,116,864
Total income from all sources (including contributions)2018-06-30$4,096,649
Total loss/gain on sale of assets2018-06-30$228,190
Total of all expenses incurred2018-06-30$2,896,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,894,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,177,000
Value of total assets at end of year2018-06-30$26,211,455
Value of total assets at beginning of year2018-06-30$25,011,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,832
Total interest from all sources2018-06-30$58,125
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$514,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$514,716
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$3,585,960
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$2,067,873
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$6,095
Administrative expenses (other) incurred2018-06-30$1,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,200,145
Value of net assets at end of year (total assets less liabilities)2018-06-30$26,211,455
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$25,011,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$16,423,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$16,035,731
Value of interest in pooled separate accounts at end of year2018-06-30$23,780
Value of interest in pooled separate accounts at beginning of year2018-06-30$22,125
Interest earned on other investments2018-06-30$58,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$174,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$170,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$170,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$98
Net investment gain/loss from pooled separate accounts2018-06-30$1,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,177,000
Employer contributions (assets) at end of year2018-06-30$737,000
Employer contributions (assets) at beginning of year2018-06-30$1,887,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,894,672
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$5,260,609
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$4,828,191
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$228,190
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2018-06-30930623286
2017 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,561,424
Total unrealized appreciation/depreciation of assets2017-06-30$1,561,424
Total income from all sources (including contributions)2017-06-30$5,913,127
Total loss/gain on sale of assets2017-06-30$637,802
Total of all expenses incurred2017-06-30$1,461,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,436,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,258,000
Value of total assets at end of year2017-06-30$25,011,310
Value of total assets at beginning of year2017-06-30$20,560,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$25,564
Total interest from all sources2017-06-30$39,127
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$414,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$414,394
Administrative expenses professional fees incurred2017-06-30$9,250
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at beginning of year2017-06-30$0
Assets. Other investments not covered elsewhere at end of year2017-06-30$2,067,873
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Administrative expenses (other) incurred2017-06-30$16,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$4,451,282
Value of net assets at end of year (total assets less liabilities)2017-06-30$25,011,310
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$20,560,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$16,035,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,540,206
Value of interest in pooled separate accounts at end of year2017-06-30$22,125
Value of interest in pooled separate accounts at beginning of year2017-06-30$17,458
Interest earned on other investments2017-06-30$39,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$170,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,533,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,533,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$80,433
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$1,713,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$140
Net investment gain/loss from pooled separate accounts2017-06-30$2,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$3,258,000
Employer contributions (assets) at end of year2017-06-30$1,887,000
Employer contributions (assets) at beginning of year2017-06-30$694,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,436,281
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$4,828,191
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$7,981,114
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$637,802
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2017-06-30930623286
2016 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-124,621
Total unrealized appreciation/depreciation of assets2016-06-30$-124,621
Total income from all sources (including contributions)2016-06-30$1,373,807
Total loss/gain on sale of assets2016-06-30$53,731
Total of all expenses incurred2016-06-30$1,365,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,360,243
Expenses. Certain deemed distributions of participant loans2016-06-30$1,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,918,500
Value of total assets at end of year2016-06-30$20,560,028
Value of total assets at beginning of year2016-06-30$20,551,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,411
Total interest from all sources2016-06-30$5,760
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$289,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$289,418
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$12,500
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$2,074,931
Other income not declared elsewhere2016-06-30$22,002
Administrative expenses (other) incurred2016-06-30$3,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$8,220
Value of net assets at end of year (total assets less liabilities)2016-06-30$20,560,028
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$20,551,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$8,540,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,901,753
Value of interest in pooled separate accounts at end of year2016-06-30$17,458
Value of interest in pooled separate accounts at beginning of year2016-06-30$16,858
Interest on participant loans2016-06-30$195
Interest earned on other investments2016-06-30$5,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$1,533,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$2,640,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$2,640,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$80,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$778,944
Asset value of US Government securities at end of year2016-06-30$1,713,109
Asset value of US Government securities at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-790,658
Net investment gain/loss from pooled separate accounts2016-06-30$-325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,918,500
Employer contributions (assets) at end of year2016-06-30$694,000
Employer contributions (assets) at beginning of year2016-06-30$545,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,360,243
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$7,981,114
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$5,580,838
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$53,731
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ALDRICH CPAS & ADVISORS LLP
Accountancy firm EIN2016-06-30930623286
2015 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-66,326
Total unrealized appreciation/depreciation of assets2015-06-30$-66,326
Total income from all sources (including contributions)2015-06-30$2,079,649
Total loss/gain on sale of assets2015-06-30$-1,373
Total of all expenses incurred2015-06-30$1,246,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,209,388
Expenses. Certain deemed distributions of participant loans2015-06-30$1,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,711,781
Value of total assets at end of year2015-06-30$20,551,808
Value of total assets at beginning of year2015-06-30$19,718,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$35,133
Total interest from all sources2015-06-30$14,751
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$236,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$236,899
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$12,500
Participant contributions at beginning of year2015-06-30$60,301
Assets. Other investments not covered elsewhere at end of year2015-06-30$2,074,931
Other income not declared elsewhere2015-06-30$-3,917
Administrative expenses (other) incurred2015-06-30$35,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$833,149
Value of net assets at end of year (total assets less liabilities)2015-06-30$20,551,808
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$19,718,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$8,901,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$17,641,005
Value of interest in pooled separate accounts at end of year2015-06-30$16,858
Interest on participant loans2015-06-30$1,383
Interest earned on other investments2015-06-30$11,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$2,640,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$6,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$6,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$1,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$778,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$87,185
Net investment gain/loss from pooled separate accounts2015-06-30$100,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,711,781
Employer contributions (assets) at end of year2015-06-30$545,000
Employer contributions (assets) at beginning of year2015-06-30$2,010,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,209,388
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$5,580,838
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$-1,373
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30AKT LLP
Accountancy firm EIN2015-06-30930623286
2014 : ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,827,887
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,197,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,162,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,983,874
Value of total assets at end of year2014-06-30$19,942,481
Value of total assets at beginning of year2014-06-30$17,311,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$34,659
Total interest from all sources2014-06-30$17,585
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$234,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$234,462
Assets. Real estate other than employer real property at end of year2014-06-30$0
Assets. Real estate other than employer real property at beginning of year2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$0
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Assets. Other investments not covered elsewhere at end of year2014-06-30$337,899
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$342,976
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$20,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Assets. Loans (other than to participants) at end of year2014-06-30$0
Assets. Loans (other than to participants) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$283,134
Administrative expenses (other) incurred2014-06-30$12,985
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$2,630,560
Value of net assets at end of year (total assets less liabilities)2014-06-30$19,942,481
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$17,311,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$0
Assets. partnership/joint venture interests at beginning of year2014-06-30$0
Investment advisory and management fees2014-06-30$21,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$17,457,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$16,820,911
Value of interest in pooled separate accounts at end of year2014-06-30$0
Value of interest in pooled separate accounts at beginning of year2014-06-30$0
Interest on participant loans2014-06-30$3,465
Value of interest in master investment trust accounts at end of year2014-06-30$0
Value of interest in master investment trust accounts at beginning of year2014-06-30$0
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$183,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$148,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$148,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$14,120
Assets. Value of investments in 103.12 investment entities at end of year2014-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$0
Asset value of US Government securities at end of year2014-06-30$0
Asset value of US Government securities at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,308,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$0
Assets. Invements in employer securities at beginning of year2014-06-30$0
Assets. Value of employer real property at end of year2014-06-30$0
Assets. Value of employer real property at beginning of year2014-06-30$0
Contributions received in cash from employer2014-06-30$1,963,577
Employer contributions (assets) at end of year2014-06-30$1,963,577
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,162,668
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30AKT LLP
Accountancy firm EIN2014-06-30930623286

Form 5500 Responses for ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

2019: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01First time form 5500 has been submittedYes
2013-08-01Submission has been amendedYes
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Number of Individuals Covered276
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberMF73195
Policy instance 1
Insurance contract or identification numberMF73195
Number of Individuals Covered313
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $877
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $877
Insurance broker organization code?3
Insurance broker nameCITIGROUP MSSB

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