401k Plan data: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN plan

ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 401k Plan overview

Plan Name	ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN
Plan identification number	002

ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEMORIAL HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name: MEMORIAL HEALTH SERVICES

Employer identification number (EIN): 951643381

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about MEMORIAL HEALTH SERVICES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0171886

More information about MEMORIAL HEALTH SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 ADOLFO CHANEZ 2021-10-14
002 2019-01-01
002 2019-01-01 ADOLFO CHANEZ 2020-10-13
002 2018-01-01
002 2018-01-01 ADOLFO CHANEZ 2019-10-11
002 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01	ADOLFO CHANEZ	2021-10-14
002	2019-01-01
002	2019-01-01	ADOLFO CHANEZ	2020-10-13
002	2018-01-01
002	2018-01-01	ADOLFO CHANEZ	2019-10-11
002	2017-01-01

Plan Statistics for ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN

401k plan membership statisitcs for ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2020: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 503
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,022
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,045
Number of retired or separated participants receiving benefits 2019-01-01 16
Number of other retired or separated participants entitled to future benefits 2019-01-01 290
Total of all active and inactive participants 2019-01-01 2,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 2,354
Number of participants with account balances 2019-01-01 2,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 45,417,634
Acturial value of plan assets 2018-12-31 43,160,628
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 24,573,429
Number of terminated vested participants 2018-12-31 245
Fundng target for terminated vested participants 2018-12-31 11,342,822
Active participant vested funding target 2018-12-31 1,601,878
Number of active participants 2018-12-31 22
Total funding liabilities for active participants 2018-12-31 1,601,878
Total participant count 2018-12-31 645
Total funding target for all participants 2018-12-31 37,518,129
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 12,625,900
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 1,229,899
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 11,396,001
Present value of excess contributions 2018-12-31 565,871
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 641,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 641,075
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 405,481
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 13,146,124
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 100,000
Net shortfall amortization installment of oustanding balance 2018-12-31 7,503,625
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 1,128,438
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 1,128,438
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 1,746
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,751
Number of retired or separated participants receiving benefits 2018-01-01 12
Number of other retired or separated participants entitled to future benefits 2018-01-01 256
Total of all active and inactive participants 2018-01-01 2,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 2,022
Number of participants with account balances 2018-01-01 1,969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 42,086,150
Acturial value of plan assets 2017-12-31 42,828,835
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 24,791,108
Number of terminated vested participants 2017-12-31 275
Fundng target for terminated vested participants 2017-12-31 12,294,441
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 660
Total funding target for all participants 2017-12-31 37,085,549
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 7,413,972
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 608,261
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 6,805,711
Present value of excess contributions 2017-12-31 4,898,888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 5,210,397
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 5,210,397
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 12,625,900
Total employer contributions 2017-12-31 1,000,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 943,812
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 100,000
Net shortfall amortization installment of oustanding balance 2017-12-31 6,882,614
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 1,607,840
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 1,229,899
Additional cash requirement 2017-12-31 377,941
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 943,812
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 660
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 361
Number of other retired or separated participants entitled to future benefits 2017-01-01 249
Total of all active and inactive participants 2017-01-01 610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 35
Total participants 2017-01-01 645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2020: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	503
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,022
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,045
Number of retired or separated participants receiving benefits	2019-01-01	16
Number of other retired or separated participants entitled to future benefits	2019-01-01	290
Total of all active and inactive participants	2019-01-01	2,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	2,354
Number of participants with account balances	2019-01-01	2,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	45,417,634
Acturial value of plan assets	2018-12-31	43,160,628
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	24,573,429
Number of terminated vested participants	2018-12-31	245
Fundng target for terminated vested participants	2018-12-31	11,342,822
Active participant vested funding target	2018-12-31	1,601,878
Number of active participants	2018-12-31	22
Total funding liabilities for active participants	2018-12-31	1,601,878
Total participant count	2018-12-31	645
Total funding target for all participants	2018-12-31	37,518,129
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	12,625,900
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	1,229,899
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	11,396,001
Present value of excess contributions	2018-12-31	565,871
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	641,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	641,075
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	405,481
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	13,146,124
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	100,000
Net shortfall amortization installment of oustanding balance	2018-12-31	7,503,625
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	1,128,438
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	1,128,438
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	1,746
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,751
Number of retired or separated participants receiving benefits	2018-01-01	12
Number of other retired or separated participants entitled to future benefits	2018-01-01	256
Total of all active and inactive participants	2018-01-01	2,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	2,022
Number of participants with account balances	2018-01-01	1,969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	42,086,150
Acturial value of plan assets	2017-12-31	42,828,835
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	24,791,108
Number of terminated vested participants	2017-12-31	275
Fundng target for terminated vested participants	2017-12-31	12,294,441
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	660
Total funding target for all participants	2017-12-31	37,085,549
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	7,413,972
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	608,261
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	6,805,711
Present value of excess contributions	2017-12-31	4,898,888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	5,210,397
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	5,210,397
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	12,625,900
Total employer contributions	2017-12-31	1,000,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	943,812
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	100,000
Net shortfall amortization installment of oustanding balance	2017-12-31	6,882,614
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	1,607,840
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	1,229,899
Additional cash requirement	2017-12-31	377,941
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	943,812
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	660
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	361
Number of other retired or separated participants entitled to future benefits	2017-01-01	249
Total of all active and inactive participants	2017-01-01	610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	35
Total participants	2017-01-01	645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN

Measure	Date	Value
2020 : ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,321,230
Total loss/gain on sale of assets	2020-12-31	$21,634
Total of all expenses incurred	2020-12-31	$40,592,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$40,538,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,000,000
Value of total assets at end of year	2020-12-31	$0
Value of total assets at beginning of year	2020-12-31	$39,270,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$53,262
Total interest from all sources	2020-12-31	$4,917
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$13,408
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Other income not declared elsewhere	2020-12-31	$845
Administrative expenses (other) incurred	2020-12-31	$39,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-39,270,772
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$39,270,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$37,510,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,760,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,760,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$4,917
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$40,035,321
Net investment gain or loss from common/collective trusts	2020-12-31	$293,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$503,419
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	Yes
Aggregate proceeds on sale of assets	2020-12-31	$41,323,626
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$41,301,992
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RAGUSE ACCOUNTANCY
Accountancy firm EIN	2020-12-31	330688990
2019 : ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2019 401k financial data
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 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	$7,984,204
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$9,633,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,601,981
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,000
Value of total corrective distributions	2019-12-31	$26,000
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	$39,270,772
Value of total assets at beginning of year	2019-12-31	$40,919,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$31,042
Total interest from all sources	2019-12-31	$7,441
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$85,624
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$85,624
Administrative expenses professional fees incurred	2019-12-31	$31,042
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$10,884,000
Participant contributions at end of year	2019-12-31	$1,495,000
Participant contributions at beginning of year	2019-12-31	$1,356,000
Participant contributions at end of year	2019-12-31	$552,000
Participant contributions at beginning of year	2019-12-31	$364,000
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,738,000
Other income not declared elsewhere	2019-12-31	$29,000
Administrative expenses (other) incurred	2019-12-31	$135,000
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	$-1,648,819
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$39,270,772
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$40,919,591
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 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 beginning of year	2019-12-31	$4,207,225
Interest on participant loans	2019-12-31	$76,000
Value of interest in common/collective trusts at end of year	2019-12-31	$37,510,292
Value of interest in common/collective trusts at beginning of year	2019-12-31	$35,981,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,760,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$730,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$730,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$7,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$934,071
Net investment gain or loss from common/collective trusts	2019-12-31	$6,957,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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
Contributions received in cash from employer	2019-12-31	$6,012,000
Employer contributions (assets) at end of year	2019-12-31	$6,012,000
Employer contributions (assets) at beginning of year	2019-12-31	$4,710,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,601,981
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
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	No
Aggregate proceeds on sale of assets	2019-12-31	$9,853,915
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$9,853,915
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	RAGUSE ACCOUNTANCY
Accountancy firm EIN	2019-12-31	330688990
2018 : ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT 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	$-1,707,672
Total loss/gain on sale of assets	2018-12-31	$40,277
Total of all expenses incurred	2018-12-31	$2,791,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,760,312
Expenses. Certain deemed distributions of participant loans	2018-12-31	$28,000
Value of total corrective distributions	2018-12-31	$6,000
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	$40,919,591
Value of total assets at beginning of year	2018-12-31	$45,419,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,600
Total interest from all sources	2018-12-31	$6,447
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$107,181
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
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$107,181
Administrative expenses professional fees incurred	2018-12-31	$31,600
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$8,488,000
Participant contributions at end of year	2018-12-31	$1,356,000
Participant contributions at beginning of year	2018-12-31	$1,348,000
Participant contributions at end of year	2018-12-31	$364,000
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,467,000
Administrative expenses (other) incurred	2018-12-31	$112,000
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	$-4,499,584
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$40,919,591
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$45,419,175
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	$4,207,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,861,100
Interest on participant loans	2018-12-31	$64,000
Value of interest in common/collective trusts at end of year	2018-12-31	$35,981,845
Value of interest in common/collective trusts at beginning of year	2018-12-31	$37,042,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$730,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$515,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$515,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$6,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-516,057
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,345,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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
Contributions received in cash from employer	2018-12-31	$0
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,760,312
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
Aggregate proceeds on sale of assets	2018-12-31	$3,451,456
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$3,411,179
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	RAGUSE ACCOUNTANCY
Accountancy firm EIN	2018-12-31	330688990
2017 : ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	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	$6,029,005
Total loss/gain on sale of assets	2017-12-31	$31,814
Total of all expenses incurred	2017-12-31	$2,863,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,834,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,000,000
Value of total assets at end of year	2017-12-31	$45,419,175
Value of total assets at beginning of year	2017-12-31	$42,253,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$28,806
Total interest from all sources	2017-12-31	$2,172
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$161,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$161,295
Administrative expenses professional fees incurred	2017-12-31	$28,806
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	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	$3,165,683
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$45,419,175
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$42,253,492
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	$6,861,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,624,046
Value of interest in common/collective trusts at end of year	2017-12-31	$37,042,366
Value of interest in common/collective trusts at beginning of year	2017-12-31	$29,234,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$515,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$395,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$395,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,265,759
Net investment gain or loss from common/collective trusts	2017-12-31	$3,567,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
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	$1,000,000
Employer contributions (assets) at end of year	2017-12-31	$1,000,000
Employer contributions (assets) at beginning of year	2017-12-31	$7,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,834,516
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
Aggregate proceeds on sale of assets	2017-12-31	$8,151,889
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$8,120,075
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	RAGUSE ACCOUNTANCY
Accountancy firm EIN	2017-12-31	330688990

Form 5500 Responses for ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN

2020: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

ANAHEIM MEMORIAL MEDICAL CENTER RETIREMENT PLAN [EIN = 951966746]

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Company Name:	MEMORIAL HEALTH SERVICES
Employer identification number (EIN):	951643381
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0171886