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SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameSISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN
Plan identification number 002

SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • 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

SISTERS OF PROVIDENCE HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:SISTERS OF PROVIDENCE HEALTH SYSTEM
Employer identification number (EIN):043398374
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01KELLY M. CERINO
0022011-01-01KELLY M. CERINO
0022009-01-01KELLY M. CERINO LEONARD PANSA2010-10-13

Plan Statistics for SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN

401k plan membership statisitcs for SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN

Measure Date Value
2012: SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,052
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,892
Total number of active participants reported on line 7a of the Form 55002011-01-013,428
Number of other retired or separated participants entitled to future benefits2011-01-01617
Total of all active and inactive participants2011-01-014,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-014,052
Number of participants with account balances2011-01-012,611
2009: SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,987
Total number of active participants reported on line 7a of the Form 55002009-01-012,291
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01426
Total of all active and inactive participants2009-01-012,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,719
Number of participants with account balances2009-01-012,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN

Measure Date Value
2012 : SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets from this plan2012-09-17$112,457,634
Total income from all sources (including contributions)2012-09-17$17,030,810
Total of all expenses incurred2012-09-17$7,397,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-17$7,390,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-17$6,442,852
Value of total assets at end of year2012-09-17$0
Value of total assets at beginning of year2012-09-17$102,823,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-17$6,794
Total interest from all sources2012-09-17$398,193
Total dividends received (eg from common stock, registered investment company shares)2012-09-17$43,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-17No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-17$43,995
Was this plan covered by a fidelity bond2012-09-17Yes
Value of fidelity bond cover2012-09-17$5,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-09-170
Minimum employer required contribution for this plan year2012-09-17$0
Amount contributed by the employer to the plan for this plan year2012-09-17$0
Were there any nonexempt tranactions with any party-in-interest2012-09-17No
Contributions received from participants2012-09-17$4,596,603
Participant contributions at end of year2012-09-17$0
Participant contributions at beginning of year2012-09-17$2,179,880
Participant contributions at end of year2012-09-17$0
Participant contributions at beginning of year2012-09-17$223,904
Assets. Other investments not covered elsewhere at end of year2012-09-17$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-17$11,945
Income. Received or receivable in cash from other sources (including rollovers)2012-09-17$41,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-17No
Value of net income/loss2012-09-17$9,633,688
Value of net assets at end of year (total assets less liabilities)2012-09-17$0
Value of net assets at beginning of year (total assets less liabilities)2012-09-17$102,823,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-17No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-17No
Were any leases to which the plan was party in default or uncollectible2012-09-17No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-17$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-17$71,110,521
Value of interest in pooled separate accounts at end of year2012-09-17$0
Value of interest in pooled separate accounts at beginning of year2012-09-17$1,157,889
Interest on participant loans2012-09-17$69,070
Interest earned on other investments2012-09-17$329,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-17$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-17$28,047,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-17$10,025,693
Net investment gain/loss from pooled separate accounts2012-09-17$120,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-17No
Was there a failure to transmit to the plan any participant contributions2012-09-17No
Has the plan failed to provide any benefit when due under the plan2012-09-17No
Contributions received in cash from employer2012-09-17$1,804,886
Employer contributions (assets) at end of year2012-09-17$0
Employer contributions (assets) at beginning of year2012-09-17$92,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-17$7,390,328
Contract administrator fees2012-09-17$6,794
Did the plan have assets held for investment2012-09-17No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-17No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-17Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-17Yes
Opinion of an independent qualified public accountant for this plan2012-09-17Disclaimer
Accountancy firm name2012-09-17LESTER HALPERN & COMPANY
Accountancy firm EIN2012-09-17042653334
2011 : SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$82,824
Total income from all sources (including contributions)2011-12-31$8,095,173
Total of all expenses incurred2011-12-31$6,534,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,533,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,979,970
Value of total assets at end of year2011-12-31$102,823,946
Value of total assets at beginning of year2011-12-31$101,180,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$333
Total interest from all sources2011-12-31$527,960
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,191,034
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$1,191,034
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,323,467
Participant contributions at end of year2011-12-31$2,179,880
Participant contributions at beginning of year2011-12-31$1,781,088
Participant contributions at end of year2011-12-31$223,904
Participant contributions at beginning of year2011-12-31$204,621
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,945
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$33,627
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$178,739
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$1,561,113
Value of net assets at end of year (total assets less liabilities)2011-12-31$102,823,946
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$101,180,009
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$71,110,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$70,488,445
Value of interest in pooled separate accounts at end of year2011-12-31$1,157,889
Value of interest in pooled separate accounts at beginning of year2011-12-31$876,654
Interest on participant loans2011-12-31$88,764
Interest earned on other investments2011-12-31$439,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$28,047,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$27,712,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,672,999
Net investment gain/loss from pooled separate accounts2011-12-31$69,208
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
Contributions received in cash from employer2011-12-31$2,477,764
Employer contributions (assets) at end of year2011-12-31$92,282
Employer contributions (assets) at beginning of year2011-12-31$83,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,533,727
Contract administrator fees2011-12-31$333
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 name2011-12-31LESTER HALPERN & COMPANY
Accountancy firm EIN2011-12-31042653334
2010 : SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$56,179
Total income from all sources (including contributions)2010-12-31$18,642,762
Total of all expenses incurred2010-12-31$4,178,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,177,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,042,703
Value of total assets at end of year2010-12-31$101,180,009
Value of total assets at beginning of year2010-12-31$86,659,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$812
Total interest from all sources2010-12-31$648,512
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$741,007
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$741,007
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,467,499
Participant contributions at end of year2010-12-31$1,781,088
Participant contributions at beginning of year2010-12-31$1,712,028
Participant contributions at end of year2010-12-31$204,621
Participant contributions at beginning of year2010-12-31$612,384
Assets. Other investments not covered elsewhere at end of year2010-12-31$33,627
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$143,862
Other income not declared elsewhere2010-12-31$278
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$14,464,597
Value of net assets at end of year (total assets less liabilities)2010-12-31$101,180,009
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$86,659,233
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$70,488,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$58,055,329
Value of interest in pooled separate accounts at end of year2010-12-31$876,654
Value of interest in pooled separate accounts at beginning of year2010-12-31$875,146
Interest on participant loans2010-12-31$99,770
Interest earned on other investments2010-12-31$538,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$27,712,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,169,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,098,508
Net investment gain/loss from pooled separate accounts2010-12-31$111,754
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
Contributions received in cash from employer2010-12-31$2,431,342
Employer contributions (assets) at end of year2010-12-31$83,416
Employer contributions (assets) at beginning of year2010-12-31$234,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,177,353
Contract administrator fees2010-12-31$812
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 name2010-12-31LESTER HALPERN & COMPANY
Accountancy firm EIN2010-12-31042653334
2009 : SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT 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 SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN

2012: SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planYes
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: SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
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: SISTERS OF PROVIDENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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