Home   >   Mary Washington Healthcare 403(b) Plan  >  Form 5500
   Basic Info | Financials | Service Providers | Investments | Insurance Information

Company:
Mary Washington Healthcare

Plan:
Mary Washington Healthcare 403(b) Plan
 
Form 5500 | Basic Information
Plan Information
Plan Year 01/01/2011 — 12/31/2011
Effective Date of Plan 01/01/1992
Net Assets as of 12/31/2011 $117,472,215
Plan Number 3
Plan Type Single Employer
Is the plan collectively bargained? No
Did the plan file for an extension of time or the DFVC Program? Yes
Plan Funding Arrangement Insurance
Plan Benefit Arrangement Insurance

Participant Information as of 12/31/2011
Active (Eligible) Participants 4,525
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 2,283
Subtotal 6,811
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 4
Total 6,815
Total number of participants as of 01/01/2011 7,080
Number of participants with account balances 6,815
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Plan Sponsor Information
Address 1001 Sam Perry Blvd
Fredericksburg, VA 22401
Telephone (540) 741-2500
EIN 54-1240646
Industry Code 622000
Named Administrator Sean Barden

Plan Administrator Information
Administrator Name Mary Washington Healthcare
Address 1001 Sam Perry Blvd
Fredericksburg, VA 22401
Telephone (540) 741-2500
Administrator EIN 54-1240646

Audit Information
Audit Status Audited
Auditor Cohen Rutherford Knight, Pc
Auditor EIN 52-1202228
Audit Opinion Disclaimer
Audit Type Limited Scope Audit

Benefits Provided Under the Plan
Code Benefit Description
2L Code section 403(b)(1) arrangement A 403(b) plan, also known as a tax-sheltered annuity (TSA) plan, is a retirement plan for certain employees of public schools, employees of certain tax-exempt organizations, and certain ministers.
2M Code section 403(b)(7) accounts A 403(b)(7) plan is a tax-deferred retirement plan often available to employees of public schools or non-profit organizations.

  Question Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No  
3. Were any leases to which the plan was a party in default or classified during the year as uncollectible? No  
4. Were there any nonexempt transactions with any party-in-interest? No  
5. Was this plan covered by a fidelity bond? Yes $1,000,000
6. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
7. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
8. Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
9. Did the plan have assets held for investment? Yes  
10. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? No  
11. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No  
12. Has the plan failed to provide any benefit when due under the plan? No  
13. If this is an individual account plan, was there a blackout period?    
14. If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3?