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INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 401k Plan overview

Plan NameINDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN
Plan identification number 001

INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC.
Employer identification number (EIN):273533027
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01
0012013-01-01SCOTT ANDRITSCH
0012012-01-01CHARLENE HALL CHARLENE HALL2013-07-31
0012011-07-01CHARLENE HALL

Plan Statistics for INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN

401k plan membership statisitcs for INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN

Measure Date Value
2014: INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01469
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01317
Total number of active participants reported on line 7a of the Form 55002013-01-01237
Number of retired or separated participants receiving benefits2013-01-0184
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01387
Number of participants with account balances2013-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01549
Total number of active participants reported on line 7a of the Form 55002012-01-01437
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0191
Total of all active and inactive participants2012-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01534
Number of participants with account balances2012-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-010
Total number of active participants reported on line 7a of the Form 55002011-07-01536
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0113
Total of all active and inactive participants2011-07-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01549
Number of participants with account balances2011-07-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN

Measure Date Value
2014 : INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$3,552,328
Total income from all sources (including contributions)2014-12-31$1,070,846
Total of all expenses incurred2014-12-31$253,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$251,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$911,420
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$2,734,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,840
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$71,111
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$71,111
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$549,331
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$48,838
Administrative expenses (other) incurred2014-12-31$1,840
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$817,539
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,734,789
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,565,886
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$44,500
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$124,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$87,831
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
Contributions received in cash from employer2014-12-31$313,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$251,467
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
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 name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,410,109
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$604,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$589,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,056,157
Value of total assets at end of year2013-12-31$2,734,789
Value of total assets at beginning of year2013-12-31$1,929,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,424
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$89,686
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$89,686
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
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$600,194
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$102,072
Administrative expenses (other) incurred2013-12-31$15,224
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$805,627
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,734,789
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,929,162
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$200
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,565,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,811,785
Value of interest in master investment trust accounts at end of year2013-12-31$44,500
Value of interest in master investment trust accounts at beginning of year2013-12-31$54,581
Value of interest in common/collective trusts at end of year2013-12-31$124,403
Value of interest in common/collective trusts at beginning of year2013-12-31$62,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$241,023
Net investment gain or loss from common/collective trusts2013-12-31$23,709
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
Contributions received in cash from employer2013-12-31$353,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$589,058
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,462,998
Total of all expenses incurred2012-12-31$79,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$65,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,308,336
Value of total assets at end of year2012-12-31$1,929,162
Value of total assets at beginning of year2012-12-31$545,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,114
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$39,606
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$39,606
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
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$835,800
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,283
Administrative expenses (other) incurred2012-12-31$14,094
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$1,383,679
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,929,162
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$545,483
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
Investment advisory and management fees2012-12-31$20
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,811,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$515,168
Value of interest in master investment trust accounts at end of year2012-12-31$54,581
Value of interest in master investment trust accounts at beginning of year2012-12-31$11,883
Value of interest in common/collective trusts at end of year2012-12-31$62,796
Value of interest in common/collective trusts at beginning of year2012-12-31$18,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$108,744
Net investment gain or loss from common/collective trusts2012-12-31$4,930
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
Contributions received in cash from employer2012-12-31$471,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$65,205
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$550,244
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$539,305
Value of total assets at end of year2011-12-31$545,483
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,200
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,549
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$6,549
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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$344,118
Administrative expenses (other) incurred2011-12-31$3,200
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$545,483
Value of net assets at end of year (total assets less liabilities)2011-12-31$545,483
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
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$515,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$11,883
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$18,432
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$3,336
Net investment gain or loss from common/collective trusts2011-12-31$893
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$195,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,561
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

Form 5500 Responses for INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN

2014: INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INDIANA UNIVERSITY HEALTH MORGAN HOSPITAL, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes

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