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BEVERLY HOSPITAL MATCHING SAVINGS PLAN 401k Plan overview

Plan NameBEVERLY HOSPITAL MATCHING SAVINGS PLAN
Plan identification number 003

BEVERLY HOSPITAL MATCHING SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BEVERLY HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:BEVERLY HOSPITAL
Employer identification number (EIN):951816005
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEVERLY HOSPITAL MATCHING SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01LARRY PUGH
0032015-01-01LARRY PUGH
0032014-01-01LARRY PUGH
0032014-01-01LARRY PUGH
0032013-01-01LARRY PUGH
0032012-01-01LARRY PUGH
0032011-01-01MICHAEL ALMANZOR
0032009-01-01MICHAEL ALMANZOR

Plan Statistics for BEVERLY HOSPITAL MATCHING SAVINGS PLAN

401k plan membership statisitcs for BEVERLY HOSPITAL MATCHING SAVINGS PLAN

Measure Date Value
2022: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,133
Total number of active participants reported on line 7a of the Form 55002022-01-01846
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01286
Total of all active and inactive participants2022-01-011,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,144
Number of participants with account balances2022-01-011,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0134
2021: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,158
Total number of active participants reported on line 7a of the Form 55002021-01-01878
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01240
Total of all active and inactive participants2021-01-011,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,133
Number of participants with account balances2021-01-011,119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0135
2020: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,111
Total number of active participants reported on line 7a of the Form 55002020-01-01878
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01272
Total of all active and inactive participants2020-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,157
Number of participants with account balances2020-01-011,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,048
Total number of active participants reported on line 7a of the Form 55002019-01-01882
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01219
Total of all active and inactive participants2019-01-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,110
Number of participants with account balances2019-01-011,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0164
2018: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,035
Total number of active participants reported on line 7a of the Form 55002018-01-01882
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01158
Total of all active and inactive participants2018-01-011,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,048
Number of participants with account balances2018-01-011,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01108
2017: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,009
Total number of active participants reported on line 7a of the Form 55002017-01-01934
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0196
Total of all active and inactive participants2017-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,035
Number of participants with account balances2017-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0155
2016: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01984
Total number of active participants reported on line 7a of the Form 55002016-01-01931
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-011,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,009
Number of participants with account balances2016-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01998
Total number of active participants reported on line 7a of the Form 55002015-01-01920
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01984
Number of participants with account balances2015-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01405
Total number of active participants reported on line 7a of the Form 55002014-01-01899
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0192
Total of all active and inactive participants2014-01-01997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01998
Number of participants with account balances2014-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01392
Total number of active participants reported on line 7a of the Form 55002013-01-011,007
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-011,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,042
Number of participants with account balances2013-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01386
Total number of active participants reported on line 7a of the Form 55002012-01-01358
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01392
Number of participants with account balances2012-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01379
Total number of active participants reported on line 7a of the Form 55002011-01-01353
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01386
Number of participants with account balances2011-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01395
Total number of active participants reported on line 7a of the Form 55002009-01-01657
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01685
Number of participants with account balances2009-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BEVERLY HOSPITAL MATCHING SAVINGS PLAN

Measure Date Value
2022 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-728,892
Total of all expenses incurred2022-12-31$3,013,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,766,624
Expenses. Certain deemed distributions of participant loans2022-12-31$63,537
Value of total corrective distributions2022-12-31$8,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,621,808
Value of total assets at end of year2022-12-31$39,434,178
Value of total assets at beginning of year2022-12-31$43,176,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$174,725
Total interest from all sources2022-12-31$111,177
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$567,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$567,381
Administrative expenses professional fees incurred2022-12-31$13,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,174,070
Participant contributions at end of year2022-12-31$641,981
Participant contributions at beginning of year2022-12-31$728,256
Assets. Other investments not covered elsewhere at end of year2022-12-31$136,750
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$165,141
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$101,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,749
Other income not declared elsewhere2022-12-31$-49,423
Administrative expenses (other) incurred2022-12-31$79,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,742,552
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,434,178
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,176,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$81,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,820,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,313,292
Interest on participant loans2022-12-31$29,415
Interest earned on other investments2022-12-31$81,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,833,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,968,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,979,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$345,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,766,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-12-31954345526
2021 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$10,474,109
Total of all expenses incurred2021-12-31$2,771,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,608,194
Expenses. Certain deemed distributions of participant loans2021-12-31$9,937
Value of total corrective distributions2021-12-31$2,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,260,744
Value of total assets at end of year2021-12-31$43,176,730
Value of total assets at beginning of year2021-12-31$35,473,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$150,790
Total interest from all sources2021-12-31$115,153
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$504,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$504,366
Administrative expenses professional fees incurred2021-12-31$14,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,728,916
Participant contributions at end of year2021-12-31$728,256
Participant contributions at beginning of year2021-12-31$611,942
Assets. Other investments not covered elsewhere at end of year2021-12-31$165,141
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$171,220
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$196,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,483
Other income not declared elsewhere2021-12-31$15,601
Administrative expenses (other) incurred2021-12-31$105,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,702,992
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,176,730
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,473,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$31,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,313,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,267,024
Interest on participant loans2021-12-31$30,160
Interest earned on other investments2021-12-31$84,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,968,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,421,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,578,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$335,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,608,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOLTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2021-12-31954345526
2020 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,519,832
Total of all expenses incurred2020-12-31$2,624,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,411,908
Expenses. Certain deemed distributions of participant loans2020-12-31$15,490
Value of total corrective distributions2020-12-31$5,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,614,879
Value of total assets at end of year2020-12-31$35,473,738
Value of total assets at beginning of year2020-12-31$29,578,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$191,851
Total interest from all sources2020-12-31$38,699
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$528,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$528,501
Administrative expenses professional fees incurred2020-12-31$14,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,304,826
Participant contributions at end of year2020-12-31$611,942
Participant contributions at beginning of year2020-12-31$573,723
Assets. Other investments not covered elsewhere at end of year2020-12-31$171,220
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$112,940
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$81,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$906
Other income not declared elsewhere2020-12-31$46,697
Administrative expenses (other) incurred2020-12-31$134,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,895,044
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,473,738
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,578,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$43,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,267,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,993,969
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,735,514
Interest on participant loans2020-12-31$33,763
Interest earned on other investments2020-12-31$4,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,421,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$161,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,232,390
Net investment gain/loss from pooled separate accounts2020-12-31$58,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$228,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,411,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2020-12-31954345526
2019 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,427,613
Total income from all sources (including contributions)2019-12-31$9,427,613
Total of all expenses incurred2019-12-31$2,717,849
Total of all expenses incurred2019-12-31$2,717,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,537,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,537,367
Expenses. Certain deemed distributions of participant loans2019-12-31$6,004
Expenses. Certain deemed distributions of participant loans2019-12-31$6,004
Value of total corrective distributions2019-12-31$1,663
Value of total corrective distributions2019-12-31$1,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,715,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,715,500
Value of total assets at end of year2019-12-31$29,578,694
Value of total assets at end of year2019-12-31$29,578,694
Value of total assets at beginning of year2019-12-31$22,868,930
Value of total assets at beginning of year2019-12-31$22,868,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$172,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$172,815
Total interest from all sources2019-12-31$33,575
Total interest from all sources2019-12-31$33,575
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$457,194
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$457,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$457,194
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$457,194
Administrative expenses professional fees incurred2019-12-31$19,450
Administrative expenses professional fees incurred2019-12-31$19,450
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,130,497
Contributions received from participants2019-12-31$4,130,497
Participant contributions at end of year2019-12-31$573,723
Participant contributions at beginning of year2019-12-31$533,485
Participant contributions at beginning of year2019-12-31$533,485
Assets. Other investments not covered elsewhere at end of year2019-12-31$112,940
Assets. Other investments not covered elsewhere at end of year2019-12-31$112,940
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$84,377
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$84,377
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$260,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$906
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$663
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$663
Other income not declared elsewhere2019-12-31$23,404
Other income not declared elsewhere2019-12-31$23,404
Administrative expenses (other) incurred2019-12-31$116,004
Administrative expenses (other) incurred2019-12-31$116,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,709,764
Value of net income/loss2019-12-31$6,709,764
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,578,694
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,868,930
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,868,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,361
Investment advisory and management fees2019-12-31$37,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,993,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,993,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,702,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,702,176
Value of interest in pooled separate accounts at end of year2019-12-31$3,735,514
Value of interest in pooled separate accounts at end of year2019-12-31$3,735,514
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,462,806
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,462,806
Interest on participant loans2019-12-31$32,573
Interest on participant loans2019-12-31$32,573
Interest earned on other investments2019-12-31$1,002
Interest earned on other investments2019-12-31$1,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$161,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$161,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$85,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$85,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,127,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,127,227
Net investment gain/loss from pooled separate accounts2019-12-31$70,713
Net investment gain/loss from pooled separate accounts2019-12-31$70,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$324,471
Contributions received in cash from employer2019-12-31$324,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,537,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,537,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2019-12-31954345526
Accountancy firm EIN2019-12-31954345526
2018 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,351,424
Total of all expenses incurred2018-12-31$1,650,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,506,246
Expenses. Certain deemed distributions of participant loans2018-12-31$1,203
Value of total corrective distributions2018-12-31$2,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,212,663
Value of total assets at end of year2018-12-31$22,868,930
Value of total assets at beginning of year2018-12-31$21,168,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$140,909
Total interest from all sources2018-12-31$23,161
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$364,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$364,747
Administrative expenses professional fees incurred2018-12-31$5,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,764,222
Participant contributions at end of year2018-12-31$533,485
Participant contributions at beginning of year2018-12-31$430,093
Assets. Other investments not covered elsewhere at end of year2018-12-31$84,377
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$69,312
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$67,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$663
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$746
Other income not declared elsewhere2018-12-31$-7,254
Administrative expenses (other) incurred2018-12-31$102,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,700,519
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,868,930
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,168,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$33,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,702,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,476,594
Value of interest in pooled separate accounts at end of year2018-12-31$3,462,806
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,153,041
Interest on participant loans2018-12-31$22,825
Interest earned on other investments2018-12-31$336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$85,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$38,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,297,205
Net investment gain/loss from pooled separate accounts2018-12-31$55,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$380,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,506,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOLTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2018-12-31954345526
2017 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,189,815
Total of all expenses incurred2017-12-31$1,035,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$916,325
Value of total corrective distributions2017-12-31$329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,740,444
Value of total assets at end of year2017-12-31$21,168,411
Value of total assets at beginning of year2017-12-31$16,013,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$118,511
Total interest from all sources2017-12-31$15,394
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$265,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$265,656
Administrative expenses professional fees incurred2017-12-31$13,653
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,284,861
Participant contributions at end of year2017-12-31$430,093
Participant contributions at beginning of year2017-12-31$351,863
Assets. Other investments not covered elsewhere at end of year2017-12-31$69,312
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$31,565
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$75,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$618
Other income not declared elsewhere2017-12-31$8,297
Administrative expenses (other) incurred2017-12-31$78,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,154,650
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,168,411
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,013,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,476,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,892,029
Value of interest in pooled separate accounts at end of year2017-12-31$3,153,041
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,708,584
Interest on participant loans2017-12-31$15,267
Interest earned on other investments2017-12-31$127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$38,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$29,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,115,039
Net investment gain/loss from pooled separate accounts2017-12-31$44,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$380,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$916,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2017-12-31954345526
2016 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,980,422
Total of all expenses incurred2016-12-31$779,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$699,081
Value of total corrective distributions2016-12-31$1,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,880,145
Value of total assets at end of year2016-12-31$16,013,761
Value of total assets at beginning of year2016-12-31$12,812,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$79,075
Total interest from all sources2016-12-31$11,959
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$242,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$242,889
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,701,263
Participant contributions at end of year2016-12-31$351,863
Participant contributions at beginning of year2016-12-31$284,517
Assets. Other investments not covered elsewhere at end of year2016-12-31$31,565
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$178,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$217
Other income not declared elsewhere2016-12-31$3,335
Administrative expenses (other) incurred2016-12-31$58,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,201,243
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,013,761
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,812,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,892,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,152,248
Value of interest in pooled separate accounts at end of year2016-12-31$2,708,584
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,359,292
Interest on participant loans2016-12-31$11,884
Interest earned on other investments2016-12-31$75
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$29,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$800,684
Net investment gain/loss from pooled separate accounts2016-12-31$41,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$699,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2016-12-31954345526
2015 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,953,361
Total of all expenses incurred2015-12-31$1,943,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,856,726
Expenses. Certain deemed distributions of participant loans2015-12-31$11,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,902,122
Value of total assets at end of year2015-12-31$12,812,518
Value of total assets at beginning of year2015-12-31$12,803,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$75,244
Total interest from all sources2015-12-31$12,363
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$165,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$165,481
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,813,576
Participant contributions at end of year2015-12-31$284,517
Participant contributions at beginning of year2015-12-31$303,074
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$88,546
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$943
Administrative expenses (other) incurred2015-12-31$61,242
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$2,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$9,485
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,812,518
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,803,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$14,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,152,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,079,545
Value of interest in pooled separate accounts at end of year2015-12-31$2,359,292
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,416,895
Interest on participant loans2015-12-31$11,303
Interest earned on other investments2015-12-31$1,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-168,043
Net investment gain/loss from pooled separate accounts2015-12-31$41,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,856,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2015-12-31954345526
2014 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,411,037
Total of all expenses incurred2014-12-31$989,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$915,524
Expenses. Certain deemed distributions of participant loans2014-12-31$2,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,568,519
Value of total assets at end of year2014-12-31$12,803,033
Value of total assets at beginning of year2014-12-31$11,381,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$71,560
Total interest from all sources2014-12-31$12,574
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$181,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$181,595
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,561,258
Participant contributions at end of year2014-12-31$303,074
Participant contributions at beginning of year2014-12-31$302,315
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,261
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$296
Administrative expenses (other) incurred2014-12-31$50,485
Total non interest bearing cash at end of year2014-12-31$2,576
Total non interest bearing cash at beginning of year2014-12-31$1,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,421,937
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,803,033
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,381,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,079,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,871,693
Value of interest in pooled separate accounts at end of year2014-12-31$2,416,895
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,184,360
Interest on participant loans2014-12-31$12,508
Interest earned on other investments2014-12-31$66
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$21,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$605,927
Net investment gain/loss from pooled separate accounts2014-12-31$42,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$915,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2014-12-31954345526
2013 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,072,416
Total of all expenses incurred2013-12-31$400,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$348,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,495,407
Value of total assets at end of year2013-12-31$11,381,096
Value of total assets at beginning of year2013-12-31$8,708,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,769
Total interest from all sources2013-12-31$10,508
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$127,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$127,706
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,493,665
Participant contributions at end of year2013-12-31$302,315
Participant contributions at beginning of year2013-12-31$180,653
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$114
Administrative expenses (other) incurred2013-12-31$41,517
Total non interest bearing cash at end of year2013-12-31$1,073
Total non interest bearing cash at beginning of year2013-12-31$14,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,672,278
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,381,096
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,708,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,871,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,675,409
Value of interest in pooled separate accounts at end of year2013-12-31$2,184,360
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,816,251
Interest on participant loans2013-12-31$10,291
Interest earned on other investments2013-12-31$217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$21,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,398,143
Net investment gain/loss from pooled separate accounts2013-12-31$40,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$348,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2013-12-31954345526
2012 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,193,382
Total of all expenses incurred2012-12-31$706,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$678,781
Expenses. Certain deemed distributions of participant loans2012-12-31$15,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,371,571
Value of total assets at end of year2012-12-31$8,708,818
Value of total assets at beginning of year2012-12-31$7,222,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,811
Total interest from all sources2012-12-31$7,237
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$157,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$157,834
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,350,732
Participant contributions at end of year2012-12-31$180,653
Participant contributions at beginning of year2012-12-31$156,278
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,839
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$146
Administrative expenses (other) incurred2012-12-31$12,811
Total non interest bearing cash at end of year2012-12-31$14,451
Total non interest bearing cash at beginning of year2012-12-31$14,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,486,785
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,708,818
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,222,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,675,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,424,035
Value of interest in pooled separate accounts at end of year2012-12-31$1,816,251
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,604,926
Interest on participant loans2012-12-31$7,126
Interest earned on other investments2012-12-31$111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$21,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$616,531
Net investment gain/loss from pooled separate accounts2012-12-31$40,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$678,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOLTOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2012-12-31954345526
2011 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$426,004
Total income from all sources (including contributions)2011-12-31$1,274,772
Total of all expenses incurred2011-12-31$319,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$308,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,256,589
Value of total assets at end of year2011-12-31$7,222,033
Value of total assets at beginning of year2011-12-31$5,840,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,824
Total interest from all sources2011-12-31$5,204
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$103,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$103,937
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,256,589
Participant contributions at end of year2011-12-31$156,278
Participant contributions at beginning of year2011-12-31$80,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$130
Administrative expenses (other) incurred2011-12-31$1,425
Total non interest bearing cash at end of year2011-12-31$14,818
Total non interest bearing cash at beginning of year2011-12-31$11,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$955,600
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,222,033
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,840,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,424,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,438,941
Value of interest in pooled separate accounts at end of year2011-12-31$1,604,926
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,291,200
Interest on participant loans2011-12-31$5,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$21,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$18,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-130,759
Net investment gain/loss from pooled separate accounts2011-12-31$39,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$308,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2011-12-31954345526
2010 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,495,736
Total of all expenses incurred2010-12-31$366,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$355,449
Value of total corrective distributions2010-12-31$2,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$952,974
Value of total assets at end of year2010-12-31$5,840,429
Value of total assets at beginning of year2010-12-31$4,711,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,053
Total interest from all sources2010-12-31$3,410
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$119,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$119,760
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$915,120
Participant contributions at end of year2010-12-31$80,631
Participant contributions at beginning of year2010-12-31$63,718
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$37,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$130
Administrative expenses (other) incurred2010-12-31$1,575
Total non interest bearing cash at end of year2010-12-31$11,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,128,988
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,840,429
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,711,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$7,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,438,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,453,428
Value of interest in pooled separate accounts at end of year2010-12-31$1,291,200
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,169,990
Interest on participant loans2010-12-31$3,390
Interest earned on other investments2010-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$18,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$383,103
Net investment gain/loss from pooled separate accounts2010-12-31$36,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$355,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2010-12-31954345526
2009 : BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BEVERLY HOSPITAL MATCHING SAVINGS PLAN

2022: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BEVERLY HOSPITAL MATCHING SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069231
Policy instance 2
Insurance contract or identification numberTT069231
Number of Individuals Covered1140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered1140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069231
Policy instance 2
Insurance contract or identification numberTT069231
Number of Individuals Covered1119
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered1119
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069231
Policy instance 2
Insurance contract or identification numberTT069231
Number of Individuals Covered1122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered1122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered1055
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered1008
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered981
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered406
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered397
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered405
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered392
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered386
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 numberTT069231
Policy instance 1
Insurance contract or identification numberTT069231
Number of Individuals Covered379
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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