Plan Name | ST. LUKE'S HOSPITAL RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | MCLAREN ST. LUKE'S |
Employer identification number (EIN): | 344428232 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about MCLAREN ST. LUKE'S
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1950-12-12 |
Company Identification Number: | 220964 |
Legal Registered Office Address: |
5901 MONCLOVA RD - MAUMEE United States of America (USA) 43537 |
More information about MCLAREN ST. LUKE'S
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | DONNA AHO | 2024-10-08 | ||
001 | 2022-01-01 | DONNA AHO | 2023-10-10 | ||
001 | 2021-01-01 | DONNA AHO | 2022-10-11 | ||
001 | 2020-01-01 | STEVE THOMPSON | 2021-10-14 | ||
001 | 2019-01-01 | DANIEL WAKEMAN | 2020-10-12 | ||
001 | 2018-01-01 | DANIEL WAKEMAN | 2019-10-14 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | KAREN STRAUSS | KAREN STRAUSS | 2016-10-17 | |
001 | 2014-01-01 | KAREN STRAUSS | |||
001 | 2013-01-01 | KATHLEEN HANLEY | |||
001 | 2012-01-01 | KATHLEEN HANLEY | |||
001 | 2011-01-01 | KATHLEEN HANLEY | |||
001 | 2010-01-01 | KATHLEEN HANLEY | KATHLEEN HANLEY | 2011-10-17 | |
001 | 2009-01-01 | DEBRA BALL | DEBRA BALL | 2010-10-14 | |
001 | 2009-01-01 | DEBRA BALL | DEBRA BALL | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2023: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 1,913 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 977 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 919 |
Total of all active and inactive participants | 2023-01-01 | 1,904 |
Total participants | 2023-01-01 | 1,904 |
2022: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 176,303,269 |
Acturial value of plan assets | 2022-12-31 | 176,303,269 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 105,843,897 |
Number of terminated vested participants | 2022-12-31 | 703 |
Fundng target for terminated vested participants | 2022-12-31 | 26,830,410 |
Active participant vested funding target | 2022-12-31 | 23,241,736 |
Number of active participants | 2022-12-31 | 363 |
Total funding liabilities for active participants | 2022-12-31 | 24,824,747 |
Total participant count | 2022-12-31 | 1,946 |
Total funding target for all participants | 2022-12-31 | 157,499,054 |
Present value of excess contributions | 2022-12-31 | 4,885,140 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 5,158,219 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 6,500,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 6,190,631 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 1,550,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 6,190,631 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,942 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 240 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 883 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 750 |
Total of all active and inactive participants | 2022-01-01 | 1,873 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 40 |
Total participants | 2022-01-01 | 1,913 |
2021: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 164,267,990 |
Acturial value of plan assets | 2021-12-31 | 164,267,990 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 101,914,726 |
Number of terminated vested participants | 2021-12-31 | 669 |
Fundng target for terminated vested participants | 2021-12-31 | 23,943,892 |
Active participant vested funding target | 2021-12-31 | 27,820,622 |
Number of active participants | 2021-12-31 | 451 |
Total funding liabilities for active participants | 2021-12-31 | 29,767,350 |
Total participant count | 2021-12-31 | 1,967 |
Total funding target for all participants | 2021-12-31 | 155,625,968 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 3,173,215 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 3,173,215 |
Present value of excess contributions | 2021-12-31 | 1,196,155 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,364,574 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 5,064,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 4,885,140 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 1,550,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 4,885,140 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,961 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 363 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 841 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 697 |
Total of all active and inactive participants | 2021-01-01 | 1,901 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 41 |
Total participants | 2021-01-01 | 1,942 |
2020: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 152,134,812 |
Acturial value of plan assets | 2020-12-31 | 152,134,812 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 100,734,567 |
Number of terminated vested participants | 2020-12-31 | 667 |
Fundng target for terminated vested participants | 2020-12-31 | 24,103,600 |
Active participant vested funding target | 2020-12-31 | 32,066,747 |
Number of active participants | 2020-12-31 | 514 |
Total funding liabilities for active participants | 2020-12-31 | 34,660,985 |
Total participant count | 2020-12-31 | 1,981 |
Total funding target for all participants | 2020-12-31 | 159,499,152 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 6,047,774 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 3,471,694 |
Amount remaining of prefunding balance | 2020-12-31 | 2,576,080 |
Present value of excess contributions | 2020-12-31 | 938 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 990 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 3,173,215 |
Total employer contributions | 2020-12-31 | 2,018,236 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 1,889,920 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,400,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 10,537,555 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 3,866,980 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 3,173,215 |
Additional cash requirement | 2020-12-31 | 693,765 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 1,889,920 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,974 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 451 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 807 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 664 |
Total of all active and inactive participants | 2020-01-01 | 1,922 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 39 |
Total participants | 2020-01-01 | 1,961 |
2019: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 130,892,098 |
Acturial value of plan assets | 2019-12-31 | 140,263,567 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 97,230,085 |
Number of terminated vested participants | 2019-12-31 | 682 |
Fundng target for terminated vested participants | 2019-12-31 | 24,010,053 |
Active participant vested funding target | 2019-12-31 | 32,655,157 |
Number of active participants | 2019-12-31 | 553 |
Total funding liabilities for active participants | 2019-12-31 | 35,739,810 |
Total participant count | 2019-12-31 | 1,989 |
Total funding target for all participants | 2019-12-31 | 156,979,948 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 9,502,047 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 2,958,253 |
Amount remaining of prefunding balance | 2019-12-31 | 6,543,794 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 6,047,774 |
Total employer contributions | 2019-12-31 | 2,007,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,830,404 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,331,592 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 22,764,155 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 5,301,160 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 3,471,694 |
Additional cash requirement | 2019-12-31 | 1,829,466 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,830,404 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,989 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 514 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 758 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 663 |
Total of all active and inactive participants | 2019-01-01 | 1,935 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 39 |
Total participants | 2019-01-01 | 1,974 |
2018: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 151,016,200 |
Acturial value of plan assets | 2018-12-31 | 144,732,075 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 91,825,060 |
Number of terminated vested participants | 2018-12-31 | 706 |
Fundng target for terminated vested participants | 2018-12-31 | 23,104,698 |
Active participant vested funding target | 2018-12-31 | 30,962,210 |
Number of active participants | 2018-12-31 | 579 |
Total funding liabilities for active participants | 2018-12-31 | 34,250,298 |
Total participant count | 2018-12-31 | 1,995 |
Total funding target for all participants | 2018-12-31 | 149,180,056 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 8,190,008 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 8,190,008 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 9,502,047 |
Total employer contributions | 2018-12-31 | 640,712 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 626,461 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,307,374 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 13,950,028 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 3,584,714 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 2,958,253 |
Additional cash requirement | 2018-12-31 | 626,461 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 626,461 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,995 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 553 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 723 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 678 |
Total of all active and inactive participants | 2018-01-01 | 1,954 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 35 |
Total participants | 2018-01-01 | 1,989 |
2017: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 137,760,325 |
Acturial value of plan assets | 2017-12-31 | 145,900,099 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 84,784,832 |
Number of terminated vested participants | 2017-12-31 | 752 |
Fundng target for terminated vested participants | 2017-12-31 | 26,613,204 |
Active participant vested funding target | 2017-12-31 | 30,900,350 |
Number of active participants | 2017-12-31 | 610 |
Total funding liabilities for active participants | 2017-12-31 | 34,501,734 |
Total participant count | 2017-12-31 | 2,016 |
Total funding target for all participants | 2017-12-31 | 145,899,770 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 8,034,146 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 8,034,146 |
Present value of excess contributions | 2017-12-31 | 1,097,078 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,164,329 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 8,190,008 |
Total employer contributions | 2017-12-31 | 1,341,907 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,281,423 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,281,423 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,281,423 |
Additional cash requirement | 2017-12-31 | 1,281,423 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,281,423 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 2,016 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 579 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 683 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 702 |
Total of all active and inactive participants | 2017-01-01 | 1,964 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 31 |
Total participants | 2017-01-01 | 1,995 |
2016: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 141,387,198 |
Acturial value of plan assets | 2016-12-31 | 150,376,854 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 82,458,112 |
Number of terminated vested participants | 2016-12-31 | 557 |
Fundng target for terminated vested participants | 2016-12-31 | 19,400,839 |
Active participant vested funding target | 2016-12-31 | 36,927,995 |
Number of active participants | 2016-12-31 | 833 |
Total funding liabilities for active participants | 2016-12-31 | 42,110,966 |
Total participant count | 2016-12-31 | 2,027 |
Total funding target for all participants | 2016-12-31 | 143,969,917 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 8,343,562 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 8,343,562 |
Present value of excess contributions | 2016-12-31 | 3,152,947 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 3,352,529 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 195,109 |
Balance of prefunding at beginning of current year | 2016-12-31 | 8,034,146 |
Total employer contributions | 2016-12-31 | 2,528,698 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 2,285,155 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,188,077 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,188,077 |
Additional cash requirement | 2016-12-31 | 1,188,077 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 2,285,155 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 2,027 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 610 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 627 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 747 |
Total of all active and inactive participants | 2016-01-01 | 1,984 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 32 |
Total participants | 2016-01-01 | 2,016 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,037 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 833 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 614 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 553 |
Total of all active and inactive participants | 2015-01-01 | 2,000 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 27 |
Total participants | 2015-01-01 | 2,027 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,085 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 892 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 588 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 536 |
Total of all active and inactive participants | 2014-01-01 | 2,016 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 21 |
Total participants | 2014-01-01 | 2,037 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,112 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 921 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 536 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 607 |
Total of all active and inactive participants | 2013-01-01 | 2,064 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 21 |
Total participants | 2013-01-01 | 2,085 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 14 |
2012: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,126 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,110 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 427 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 553 |
Total of all active and inactive participants | 2012-01-01 | 2,090 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 22 |
Total participants | 2012-01-01 | 2,112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 9 |
2011: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,179 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,204 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 396 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 505 |
Total of all active and inactive participants | 2011-01-01 | 2,105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 21 |
Total participants | 2011-01-01 | 2,126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 23 |
2010: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2,173 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,284 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 386 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 493 |
Total of all active and inactive participants | 2010-01-01 | 2,163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 16 |
Total participants | 2010-01-01 | 2,179 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 30 |
2009: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2,023 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,291 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 360 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 473 |
Total of all active and inactive participants | 2009-01-01 | 2,124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 15 |
Total participants | 2009-01-01 | 2,139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 15 |
Measure | Date | Value |
---|---|---|
2023 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2023 401k financial data | ||
Total income from all sources (including contributions) | 2023-12-31 | $13,602,499 |
Total of all expenses incurred | 2023-12-31 | $11,917,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $10,501,376 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,250,000 |
Value of total assets at end of year | 2023-12-31 | $145,525,424 |
Value of total assets at beginning of year | 2023-12-31 | $143,840,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,416,184 |
Total interest from all sources | 2023-12-31 | $705,902 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $2,188,167 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-12-31 | $0 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $1,126,788 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $830,659 |
Administrative expenses (other) incurred | 2023-12-31 | $1,156,204 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $1,684,939 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $145,525,424 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $143,840,485 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $40,838 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $143,273,636 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $139,634,826 |
Interest earned on other investments | 2023-12-31 | $705,902 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $8,458,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $2,250,000 |
Employer contributions (assets) at end of year | 2023-12-31 | $1,125,000 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $3,375,000 |
Income. Dividends from common stock | 2023-12-31 | $2,188,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $10,501,376 |
Contract administrator fees | 2023-12-31 | $138,632 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | FORVIS MAZARS, LLP |
Accountancy firm EIN | 2023-12-31 | 440160260 |
2022 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-22,048,368 |
Total of all expenses incurred | 2022-12-31 | $11,223,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $9,689,684 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,500,000 |
Value of total assets at end of year | 2022-12-31 | $143,840,485 |
Value of total assets at beginning of year | 2022-12-31 | $177,112,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,533,890 |
Total interest from all sources | 2022-12-31 | $7,799 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,495,813 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,495,813 |
Administrative expenses professional fees incurred | 2022-12-31 | $91,055 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $830,659 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $17,545 |
Administrative expenses (other) incurred | 2022-12-31 | $1,405,576 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $36,088,826 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-33,271,942 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $143,840,485 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $177,112,427 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $37,259 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $139,634,826 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $139,740,056 |
Interest earned on other investments | 2022-12-31 | $7,799 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-32,051,980 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $6,500,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,375,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,266,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $9,689,684 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $24,393,221 |
Total of all expenses incurred | 2021-12-31 | $11,576,943 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,369,214 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,064,000 |
Value of total assets at end of year | 2021-12-31 | $177,112,427 |
Value of total assets at beginning of year | 2021-12-31 | $164,296,149 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,207,729 |
Total interest from all sources | 2021-12-31 | $2,775,222 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,462,616 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $126,621 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-12-31 | 0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $17,545 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $378,639 |
Other income not declared elsewhere | 2021-12-31 | $1,436,913 |
Administrative expenses (other) incurred | 2021-12-31 | $1,330,912 |
Total non interest bearing cash at end of year | 2021-12-31 | $36,088,826 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $8,048 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $12,816,278 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $177,112,427 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $164,296,149 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $750,196 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $139,740,056 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $56,575,718 |
Interest earned on other investments | 2021-12-31 | $2,775,222 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $8,809,557 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $13,654,470 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $5,064,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,266,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,848,307 |
Income. Dividends from common stock | 2021-12-31 | $1,462,616 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,369,214 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $34,448,752 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $62,227,128 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $23,109,345 |
Total of all expenses incurred | 2020-12-31 | $11,022,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,970,332 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,018,236 |
Value of total assets at end of year | 2020-12-31 | $164,296,149 |
Value of total assets at beginning of year | 2020-12-31 | $152,209,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,052,563 |
Total interest from all sources | 2020-12-31 | $1,581,566 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,373,715 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $130,229 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2020-12-31 | 0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $378,639 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $431,982 |
Other income not declared elsewhere | 2020-12-31 | $205,698 |
Administrative expenses (other) incurred | 2020-12-31 | $1,284,955 |
Total non interest bearing cash at end of year | 2020-12-31 | $8,048 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $203,153 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $12,086,450 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $164,296,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $152,209,699 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $637,379 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $56,575,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $50,840,525 |
Interest earned on other investments | 2020-12-31 | $445,620 |
Income. Interest from US Government securities | 2020-12-31 | $113,051 |
Income. Interest from corporate debt instruments | 2020-12-31 | $1,022,895 |
Asset value of US Government securities at end of year | 2020-12-31 | $8,809,557 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $7,900,752 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $17,930,130 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,018,236 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,848,307 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,007,000 |
Income. Dividends from common stock | 2020-12-31 | $1,373,715 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,970,332 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $34,448,752 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $33,054,440 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $62,227,128 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $57,771,847 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $32,093,553 |
Total income from all sources (including contributions) | 2019-12-31 | $32,093,553 |
Total of all expenses incurred | 2019-12-31 | $10,655,848 |
Total of all expenses incurred | 2019-12-31 | $10,655,848 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,681,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,681,710 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,007,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,007,000 |
Value of total assets at end of year | 2019-12-31 | $152,209,699 |
Value of total assets at end of year | 2019-12-31 | $152,209,699 |
Value of total assets at beginning of year | 2019-12-31 | $130,771,994 |
Value of total assets at beginning of year | 2019-12-31 | $130,771,994 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,974,138 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,974,138 |
Total interest from all sources | 2019-12-31 | $2,061,336 |
Total interest from all sources | 2019-12-31 | $2,061,336 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,781,225 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,781,225 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $92,852 |
Administrative expenses professional fees incurred | 2019-12-31 | $92,852 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $431,982 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $431,982 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $576,301 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $576,301 |
Other income not declared elsewhere | 2019-12-31 | $406,735 |
Other income not declared elsewhere | 2019-12-31 | $406,735 |
Administrative expenses (other) incurred | 2019-12-31 | $1,235,169 |
Administrative expenses (other) incurred | 2019-12-31 | $1,235,169 |
Total non interest bearing cash at end of year | 2019-12-31 | $203,153 |
Total non interest bearing cash at end of year | 2019-12-31 | $203,153 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $871,850 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $871,850 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $21,437,705 |
Value of net income/loss | 2019-12-31 | $21,437,705 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $152,209,699 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $152,209,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $130,771,994 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $130,771,994 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $646,117 |
Investment advisory and management fees | 2019-12-31 | $646,117 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $50,840,525 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $50,840,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $46,362,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $46,362,448 |
Interest earned on other investments | 2019-12-31 | $757,817 |
Interest earned on other investments | 2019-12-31 | $757,817 |
Income. Interest from US Government securities | 2019-12-31 | $179,177 |
Income. Interest from US Government securities | 2019-12-31 | $179,177 |
Income. Interest from corporate debt instruments | 2019-12-31 | $1,124,342 |
Income. Interest from corporate debt instruments | 2019-12-31 | $1,124,342 |
Asset value of US Government securities at end of year | 2019-12-31 | $7,900,752 |
Asset value of US Government securities at end of year | 2019-12-31 | $7,900,752 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $7,559,586 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $25,837,257 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $25,837,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,007,000 |
Contributions received in cash from employer | 2019-12-31 | $2,007,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,007,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,007,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $1,781,225 |
Income. Dividends from common stock | 2019-12-31 | $1,781,225 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,681,710 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,681,710 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $33,054,440 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $33,054,440 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $29,645,320 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $29,645,320 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $57,771,847 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $57,771,847 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $45,756,489 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $-9,961,334 |
Total of all expenses incurred | 2018-12-31 | $10,291,039 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $8,359,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $640,712 |
Value of total assets at end of year | 2018-12-31 | $130,771,994 |
Value of total assets at beginning of year | 2018-12-31 | $151,024,367 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,931,311 |
Total interest from all sources | 2018-12-31 | $3,504,718 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,915,576 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $96,423 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $576,301 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $467,199 |
Other income not declared elsewhere | 2018-12-31 | $425,655 |
Administrative expenses (other) incurred | 2018-12-31 | $1,190,981 |
Total non interest bearing cash at end of year | 2018-12-31 | $871,850 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $42,367 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-20,252,373 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $130,771,994 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $151,024,367 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $643,907 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $46,362,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $52,069,044 |
Interest earned on other investments | 2018-12-31 | $2,068,039 |
Income. Interest from US Government securities | 2018-12-31 | $239,321 |
Income. Interest from corporate debt instruments | 2018-12-31 | $1,197,358 |
Asset value of US Government securities at end of year | 2018-12-31 | $7,559,586 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $7,935,009 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-16,447,995 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $640,712 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $477,328 |
Income. Dividends from common stock | 2018-12-31 | $1,915,576 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,359,728 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $29,645,320 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $34,562,130 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $45,756,489 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $55,471,290 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BKD, LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $23,004,993 |
Total of all expenses incurred | 2017-12-31 | $9,844,415 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,091,217 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,819,235 |
Value of total assets at end of year | 2017-12-31 | $151,024,367 |
Value of total assets at beginning of year | 2017-12-31 | $137,863,789 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,753,198 |
Total interest from all sources | 2017-12-31 | $1,848,076 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,067,618 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $116,838 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $467,199 |
Administrative expenses (other) incurred | 2017-12-31 | $1,161,422 |
Total non interest bearing cash at end of year | 2017-12-31 | $42,367 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $13,160,578 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $151,024,367 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $137,863,789 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $474,938 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $52,069,044 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $135,335,091 |
Interest earned on other investments | 2017-12-31 | $410,614 |
Income. Interest from US Government securities | 2017-12-31 | $160,515 |
Income. Interest from corporate debt instruments | 2017-12-31 | $1,276,947 |
Asset value of US Government securities at end of year | 2017-12-31 | $7,935,009 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $17,270,064 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,819,235 |
Employer contributions (assets) at end of year | 2017-12-31 | $477,328 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,528,698 |
Income. Dividends from common stock | 2017-12-31 | $2,067,618 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,091,217 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $34,562,130 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $55,471,290 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BKD, LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $5,242,982 |
Total of all expenses incurred | 2016-12-31 | $8,913,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,703,709 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,528,698 |
Value of total assets at end of year | 2016-12-31 | $137,863,789 |
Value of total assets at beginning of year | 2016-12-31 | $141,534,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,210,154 |
Total interest from all sources | 2016-12-31 | $70,486 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $938,136 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $938,136 |
Administrative expenses professional fees incurred | 2016-12-31 | $82,330 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other income not declared elsewhere | 2016-12-31 | $2,059 |
Administrative expenses (other) incurred | 2016-12-31 | $1,026,203 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-3,670,881 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $137,863,789 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $141,534,670 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $101,621 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $135,335,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $138,034,670 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $70,486 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-1,101,998 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,528,698 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,528,698 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,703,709 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $690,576 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,055,957 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $7,995,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,285,417 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,500,000 |
Value of total assets at end of year | 2015-12-31 | $141,534,670 |
Value of total assets at beginning of year | 2015-12-31 | $148,164,599 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $709,893 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $709,893 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-5,939,353 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $141,534,670 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $148,164,599 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $138,034,670 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $144,664,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $3,500,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,500,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,285,417 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2015-12-31 | 381357951 |
2014 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $676,659 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $13,797,667 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $7,342,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,041,574 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,250,000 |
Value of total assets at end of year | 2014-12-31 | $148,164,599 |
Value of total assets at beginning of year | 2014-12-31 | $142,386,452 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $301,287 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $301,287 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $6,454,806 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $148,164,599 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $142,386,452 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $144,664,599 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $141,136,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $7,250,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,500,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,041,574 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2014-12-31 | 381357951 |
2013 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $704,173 |
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 | $26,216,137 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $5,166,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,892,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,250,000 |
Value of total assets at end of year | 2013-12-31 | $142,386,452 |
Value of total assets at beginning of year | 2013-12-31 | $122,041,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $274,779 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $274,779 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $21,049,353 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $142,386,452 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $122,041,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $141,136,452 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $122,041,272 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $6,250,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,250,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,892,005 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2013-12-31 | 381357951 |
2012 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $494,005 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $19,955,057 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,710,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,454,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $7,000,000 |
Value of total assets at end of year | 2012-12-31 | $122,041,272 |
Value of total assets at beginning of year | 2012-12-31 | $107,290,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $255,427 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $255,427 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $15,244,775 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $122,041,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $107,290,502 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $122,041,272 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $107,290,502 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $7,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,454,855 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2012-12-31 | 381357951 |
2011 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $332,329 |
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 | $11,441,284 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,968,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,916,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $13,000,000 |
Value of total assets at end of year | 2011-12-31 | $114,290,502 |
Value of total assets at beginning of year | 2011-12-31 | $107,149,887 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $52,043 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $52,043 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $7,472,944 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $114,290,502 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $107,149,887 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $107,290,502 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $76,158,632 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $25,991,255 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $25,991,255 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $13,000,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $7,000,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $5,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,916,297 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2011-12-31 | 381357951 |
2010 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-1,430,264 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-1,430,264 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $25,072,289 |
Total loss/gain on sale of assets | 2010-12-31 | $6,448,950 |
Total of all expenses incurred | 2010-12-31 | $3,848,059 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,848,059 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,672,000 |
Value of total assets at end of year | 2010-12-31 | $107,149,887 |
Value of total assets at beginning of year | 2010-12-31 | $85,925,657 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $621,631 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $335,140 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $9,121 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $21,224,230 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $107,149,887 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $85,925,657 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $19,719,539 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $76,158,632 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $46,686,155 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $25,991,255 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $786,679 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $786,679 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,444,316 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $6,859,987 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $8,672,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $5,000,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $828,000 |
Income. Dividends from common stock | 2010-12-31 | $286,491 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,848,059 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $17,896,163 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $32,811,378 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $26,362,428 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2010-12-31 | 381357951 |
2009 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |