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ST. LUKE'S HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameST. LUKE'S HOSPITAL RETIREMENT PLAN
Plan identification number 001

ST. LUKE'S HOSPITAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCLAREN ST. LUKE'S has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKE'S HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DONNA AHO2024-10-08
0012022-01-01DONNA AHO2023-10-10
0012021-01-01DONNA AHO2022-10-11
0012020-01-01STEVE THOMPSON2021-10-14
0012019-01-01DANIEL WAKEMAN2020-10-12
0012018-01-01DANIEL WAKEMAN2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01KAREN STRAUSS KAREN STRAUSS2016-10-17
0012014-01-01KAREN STRAUSS
0012013-01-01KATHLEEN HANLEY
0012012-01-01KATHLEEN HANLEY
0012011-01-01KATHLEEN HANLEY
0012010-01-01KATHLEEN HANLEY KATHLEEN HANLEY2011-10-17
0012009-01-01DEBRA BALL DEBRA BALL2010-10-14
0012009-01-01DEBRA BALL DEBRA BALL2010-10-15

Plan Statistics for ST. LUKE'S HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for ST. LUKE'S HOSPITAL RETIREMENT PLAN

Measure Date Value
2023: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,913
Total number of active participants reported on line 7a of the Form 55002023-01-018
Number of retired or separated participants receiving benefits2023-01-01977
Number of other retired or separated participants entitled to future benefits2023-01-01919
Total of all active and inactive participants2023-01-011,904
Total participants2023-01-011,904
2022: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31176,303,269
Acturial value of plan assets2022-12-31176,303,269
Funding target for retired participants and beneficiaries receiving payment2022-12-31105,843,897
Number of terminated vested participants2022-12-31703
Fundng target for terminated vested participants2022-12-3126,830,410
Active participant vested funding target2022-12-3123,241,736
Number of active participants2022-12-31363
Total funding liabilities for active participants2022-12-3124,824,747
Total participant count2022-12-311,946
Total funding target for all participants2022-12-31157,499,054
Present value of excess contributions2022-12-314,885,140
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-315,158,219
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Total employer contributions2022-12-316,500,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-316,190,631
Unpaid minimum required contributions for all prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,550,000
Net shortfall amortization installment of oustanding balance2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-316,190,631
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,942
Total number of active participants reported on line 7a of the Form 55002022-01-01240
Number of retired or separated participants receiving benefits2022-01-01883
Number of other retired or separated participants entitled to future benefits2022-01-01750
Total of all active and inactive participants2022-01-011,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0140
Total participants2022-01-011,913
2021: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31164,267,990
Acturial value of plan assets2021-12-31164,267,990
Funding target for retired participants and beneficiaries receiving payment2021-12-31101,914,726
Number of terminated vested participants2021-12-31669
Fundng target for terminated vested participants2021-12-3123,943,892
Active participant vested funding target2021-12-3127,820,622
Number of active participants2021-12-31451
Total funding liabilities for active participants2021-12-3129,767,350
Total participant count2021-12-311,967
Total funding target for all participants2021-12-31155,625,968
Prefunding balance at beginning of prior year after applicable adjustments2021-12-313,173,215
Prefunding balanced used to offset prior years funding requirement2021-12-313,173,215
Present value of excess contributions2021-12-311,196,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,364,574
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Total employer contributions2021-12-315,064,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-314,885,140
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,550,000
Net shortfall amortization installment of oustanding balance2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-314,885,140
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,961
Total number of active participants reported on line 7a of the Form 55002021-01-01363
Number of retired or separated participants receiving benefits2021-01-01841
Number of other retired or separated participants entitled to future benefits2021-01-01697
Total of all active and inactive participants2021-01-011,901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0141
Total participants2021-01-011,942
2020: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31152,134,812
Acturial value of plan assets2020-12-31152,134,812
Funding target for retired participants and beneficiaries receiving payment2020-12-31100,734,567
Number of terminated vested participants2020-12-31667
Fundng target for terminated vested participants2020-12-3124,103,600
Active participant vested funding target2020-12-3132,066,747
Number of active participants2020-12-31514
Total funding liabilities for active participants2020-12-3134,660,985
Total participant count2020-12-311,981
Total funding target for all participants2020-12-31159,499,152
Prefunding balance at beginning of prior year after applicable adjustments2020-12-316,047,774
Prefunding balanced used to offset prior years funding requirement2020-12-313,471,694
Amount remaining of prefunding balance2020-12-312,576,080
Present value of excess contributions2020-12-31938
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31990
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of prefunding at beginning of current year2020-12-313,173,215
Total employer contributions2020-12-312,018,236
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,889,920
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,400,000
Net shortfall amortization installment of oustanding balance2020-12-3110,537,555
Total funding amount beforereflecting carryover/prefunding balances2020-12-313,866,980
Prefunding balance elected to use to offset funding requirement2020-12-313,173,215
Additional cash requirement2020-12-31693,765
Contributions allocatedtoward minimum required contributions for current year2020-12-311,889,920
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,974
Total number of active participants reported on line 7a of the Form 55002020-01-01451
Number of retired or separated participants receiving benefits2020-01-01807
Number of other retired or separated participants entitled to future benefits2020-01-01664
Total of all active and inactive participants2020-01-011,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0139
Total participants2020-01-011,961
2019: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31130,892,098
Acturial value of plan assets2019-12-31140,263,567
Funding target for retired participants and beneficiaries receiving payment2019-12-3197,230,085
Number of terminated vested participants2019-12-31682
Fundng target for terminated vested participants2019-12-3124,010,053
Active participant vested funding target2019-12-3132,655,157
Number of active participants2019-12-31553
Total funding liabilities for active participants2019-12-3135,739,810
Total participant count2019-12-311,989
Total funding target for all participants2019-12-31156,979,948
Prefunding balance at beginning of prior year after applicable adjustments2019-12-319,502,047
Prefunding balanced used to offset prior years funding requirement2019-12-312,958,253
Amount remaining of prefunding balance2019-12-316,543,794
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of prefunding at beginning of current year2019-12-316,047,774
Total employer contributions2019-12-312,007,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,830,404
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,331,592
Net shortfall amortization installment of oustanding balance2019-12-3122,764,155
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,301,160
Prefunding balance elected to use to offset funding requirement2019-12-313,471,694
Additional cash requirement2019-12-311,829,466
Contributions allocatedtoward minimum required contributions for current year2019-12-311,830,404
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,989
Total number of active participants reported on line 7a of the Form 55002019-01-01514
Number of retired or separated participants receiving benefits2019-01-01758
Number of other retired or separated participants entitled to future benefits2019-01-01663
Total of all active and inactive participants2019-01-011,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0139
Total participants2019-01-011,974
2018: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31151,016,200
Acturial value of plan assets2018-12-31144,732,075
Funding target for retired participants and beneficiaries receiving payment2018-12-3191,825,060
Number of terminated vested participants2018-12-31706
Fundng target for terminated vested participants2018-12-3123,104,698
Active participant vested funding target2018-12-3130,962,210
Number of active participants2018-12-31579
Total funding liabilities for active participants2018-12-3134,250,298
Total participant count2018-12-311,995
Total funding target for all participants2018-12-31149,180,056
Prefunding balance at beginning of prior year after applicable adjustments2018-12-318,190,008
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of prefunding balance2018-12-318,190,008
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of prefunding at beginning of current year2018-12-319,502,047
Total employer contributions2018-12-31640,712
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31626,461
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,307,374
Net shortfall amortization installment of oustanding balance2018-12-3113,950,028
Total funding amount beforereflecting carryover/prefunding balances2018-12-313,584,714
Prefunding balance elected to use to offset funding requirement2018-12-312,958,253
Additional cash requirement2018-12-31626,461
Contributions allocatedtoward minimum required contributions for current year2018-12-31626,461
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,995
Total number of active participants reported on line 7a of the Form 55002018-01-01553
Number of retired or separated participants receiving benefits2018-01-01723
Number of other retired or separated participants entitled to future benefits2018-01-01678
Total of all active and inactive participants2018-01-011,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0135
Total participants2018-01-011,989
2017: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31137,760,325
Acturial value of plan assets2017-12-31145,900,099
Funding target for retired participants and beneficiaries receiving payment2017-12-3184,784,832
Number of terminated vested participants2017-12-31752
Fundng target for terminated vested participants2017-12-3126,613,204
Active participant vested funding target2017-12-3130,900,350
Number of active participants2017-12-31610
Total funding liabilities for active participants2017-12-3134,501,734
Total participant count2017-12-312,016
Total funding target for all participants2017-12-31145,899,770
Prefunding balance at beginning of prior year after applicable adjustments2017-12-318,034,146
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of prefunding balance2017-12-318,034,146
Present value of excess contributions2017-12-311,097,078
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,164,329
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of prefunding at beginning of current year2017-12-318,190,008
Total employer contributions2017-12-311,341,907
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,281,423
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,281,423
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,281,423
Additional cash requirement2017-12-311,281,423
Contributions allocatedtoward minimum required contributions for current year2017-12-311,281,423
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,016
Total number of active participants reported on line 7a of the Form 55002017-01-01579
Number of retired or separated participants receiving benefits2017-01-01683
Number of other retired or separated participants entitled to future benefits2017-01-01702
Total of all active and inactive participants2017-01-011,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0131
Total participants2017-01-011,995
2016: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31141,387,198
Acturial value of plan assets2016-12-31150,376,854
Funding target for retired participants and beneficiaries receiving payment2016-12-3182,458,112
Number of terminated vested participants2016-12-31557
Fundng target for terminated vested participants2016-12-3119,400,839
Active participant vested funding target2016-12-3136,927,995
Number of active participants2016-12-31833
Total funding liabilities for active participants2016-12-3142,110,966
Total participant count2016-12-312,027
Total funding target for all participants2016-12-31143,969,917
Prefunding balance at beginning of prior year after applicable adjustments2016-12-318,343,562
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of prefunding balance2016-12-318,343,562
Present value of excess contributions2016-12-313,152,947
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,352,529
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-31195,109
Balance of prefunding at beginning of current year2016-12-318,034,146
Total employer contributions2016-12-312,528,698
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,285,155
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Minimum required contributions for current year target normal cost2016-12-311,188,077
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,188,077
Additional cash requirement2016-12-311,188,077
Contributions allocatedtoward minimum required contributions for current year2016-12-312,285,155
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,027
Total number of active participants reported on line 7a of the Form 55002016-01-01610
Number of retired or separated participants receiving benefits2016-01-01627
Number of other retired or separated participants entitled to future benefits2016-01-01747
Total of all active and inactive participants2016-01-011,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0132
Total participants2016-01-012,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,037
Total number of active participants reported on line 7a of the Form 55002015-01-01833
Number of retired or separated participants receiving benefits2015-01-01614
Number of other retired or separated participants entitled to future benefits2015-01-01553
Total of all active and inactive participants2015-01-012,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0127
Total participants2015-01-012,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,085
Total number of active participants reported on line 7a of the Form 55002014-01-01892
Number of retired or separated participants receiving benefits2014-01-01588
Number of other retired or separated participants entitled to future benefits2014-01-01536
Total of all active and inactive participants2014-01-012,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0121
Total participants2014-01-012,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,112
Total number of active participants reported on line 7a of the Form 55002013-01-01921
Number of retired or separated participants receiving benefits2013-01-01536
Number of other retired or separated participants entitled to future benefits2013-01-01607
Total of all active and inactive participants2013-01-012,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0121
Total participants2013-01-012,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,126
Total number of active participants reported on line 7a of the Form 55002012-01-011,110
Number of retired or separated participants receiving benefits2012-01-01427
Number of other retired or separated participants entitled to future benefits2012-01-01553
Total of all active and inactive participants2012-01-012,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0122
Total participants2012-01-012,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,179
Total number of active participants reported on line 7a of the Form 55002011-01-011,204
Number of retired or separated participants receiving benefits2011-01-01396
Number of other retired or separated participants entitled to future benefits2011-01-01505
Total of all active and inactive participants2011-01-012,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-012,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2010: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,173
Total number of active participants reported on line 7a of the Form 55002010-01-011,284
Number of retired or separated participants receiving benefits2010-01-01386
Number of other retired or separated participants entitled to future benefits2010-01-01493
Total of all active and inactive participants2010-01-012,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0116
Total participants2010-01-012,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0130
2009: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,023
Total number of active participants reported on line 7a of the Form 55002009-01-011,291
Number of retired or separated participants receiving benefits2009-01-01360
Number of other retired or separated participants entitled to future benefits2009-01-01473
Total of all active and inactive participants2009-01-012,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0115
Total participants2009-01-012,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on ST. LUKE'S HOSPITAL RETIREMENT PLAN

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 incurred2023-12-31$11,917,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$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 year2023-12-31$145,525,424
Value of total assets at beginning of year2023-12-31$143,840,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,416,184
Total interest from all sources2023-12-31$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 year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,126,788
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$830,659
Administrative expenses (other) incurred2023-12-31$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 appraiser2023-12-31No
Value of net income/loss2023-12-31$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)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$40,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$143,273,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$139,634,826
Interest earned on other investments2023-12-31$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 assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,250,000
Employer contributions (assets) at end of year2023-12-31$1,125,000
Employer contributions (assets) at beginning of year2023-12-31$3,375,000
Income. Dividends from common stock2023-12-31$2,188,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,501,376
Contract administrator fees2023-12-31$138,632
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-22,048,368
Total of all expenses incurred2022-12-31$11,223,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$143,840,485
Value of total assets at beginning of year2022-12-31$177,112,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,533,890
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,495,813
Administrative expenses professional fees incurred2022-12-31$91,055
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$830,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$17,545
Administrative expenses (other) incurred2022-12-31$1,405,576
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$36,088,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$139,634,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$139,740,056
Interest earned on other investments2022-12-31$7,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,051,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,500,000
Employer contributions (assets) at end of year2022-12-31$3,375,000
Employer contributions (assets) at beginning of year2022-12-31$1,266,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,689,684
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
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 incurred2021-12-31$11,576,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$177,112,427
Value of total assets at beginning of year2021-12-31$164,296,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,207,729
Total interest from all sources2021-12-31$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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$126,621
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$17,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$378,639
Other income not declared elsewhere2021-12-31$1,436,913
Administrative expenses (other) incurred2021-12-31$1,330,912
Total non interest bearing cash at end of year2021-12-31$36,088,826
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$750,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$139,740,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$56,575,718
Interest earned on other investments2021-12-31$2,775,222
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$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 assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,064,000
Employer contributions (assets) at end of year2021-12-31$1,266,000
Employer contributions (assets) at beginning of year2021-12-31$1,848,307
Income. Dividends from common stock2021-12-31$1,462,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,369,214
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$34,448,752
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$62,227,128
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
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 incurred2020-12-31$11,022,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$164,296,149
Value of total assets at beginning of year2020-12-31$152,209,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,052,563
Total interest from all sources2020-12-31$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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$130,229
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$378,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$431,982
Other income not declared elsewhere2020-12-31$205,698
Administrative expenses (other) incurred2020-12-31$1,284,955
Total non interest bearing cash at end of year2020-12-31$8,048
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$637,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$56,575,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$50,840,525
Interest earned on other investments2020-12-31$445,620
Income. Interest from US Government securities2020-12-31$113,051
Income. Interest from corporate debt instruments2020-12-31$1,022,895
Asset value of US Government securities at end of year2020-12-31$8,809,557
Asset value of US Government securities at beginning of year2020-12-31$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 assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,018,236
Employer contributions (assets) at end of year2020-12-31$1,848,307
Employer contributions (assets) at beginning of year2020-12-31$2,007,000
Income. Dividends from common stock2020-12-31$1,373,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,970,332
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$34,448,752
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$33,054,440
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$62,227,128
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$57,771,847
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
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 incurred2019-12-31$10,655,848
Total of all expenses incurred2019-12-31$10,655,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,681,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$152,209,699
Value of total assets at end of year2019-12-31$152,209,699
Value of total assets at beginning of year2019-12-31$130,771,994
Value of total assets at beginning of year2019-12-31$130,771,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,974,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,974,138
Total interest from all sources2019-12-31$2,061,336
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$92,852
Administrative expenses professional fees incurred2019-12-31$92,852
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$431,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$431,982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$576,301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$576,301
Other income not declared elsewhere2019-12-31$406,735
Other income not declared elsewhere2019-12-31$406,735
Administrative expenses (other) incurred2019-12-31$1,235,169
Administrative expenses (other) incurred2019-12-31$1,235,169
Total non interest bearing cash at end of year2019-12-31$203,153
Total non interest bearing cash at end of year2019-12-31$203,153
Total non interest bearing cash at beginning of year2019-12-31$871,850
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,437,705
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$646,117
Investment advisory and management fees2019-12-31$646,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$50,840,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$50,840,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$46,362,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$46,362,448
Interest earned on other investments2019-12-31$757,817
Interest earned on other investments2019-12-31$757,817
Income. Interest from US Government securities2019-12-31$179,177
Income. Interest from US Government securities2019-12-31$179,177
Income. Interest from corporate debt instruments2019-12-31$1,124,342
Income. Interest from corporate debt instruments2019-12-31$1,124,342
Asset value of US Government securities at end of year2019-12-31$7,900,752
Asset value of US Government securities at end of year2019-12-31$7,900,752
Asset value of US Government securities at beginning of year2019-12-31$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 assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,007,000
Contributions received in cash from employer2019-12-31$2,007,000
Employer contributions (assets) at end of year2019-12-31$2,007,000
Employer contributions (assets) at end of year2019-12-31$2,007,000
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$1,781,225
Income. Dividends from common stock2019-12-31$1,781,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,681,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,681,710
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$33,054,440
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$33,054,440
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$29,645,320
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$29,645,320
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$57,771,847
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$57,771,847
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$45,756,489
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-9,961,334
Total of all expenses incurred2018-12-31$10,291,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$130,771,994
Value of total assets at beginning of year2018-12-31$151,024,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,931,311
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$96,423
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$576,301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$467,199
Other income not declared elsewhere2018-12-31$425,655
Administrative expenses (other) incurred2018-12-31$1,190,981
Total non interest bearing cash at end of year2018-12-31$871,850
Total non interest bearing cash at beginning of year2018-12-31$42,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$643,907
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$46,362,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,069,044
Interest earned on other investments2018-12-31$2,068,039
Income. Interest from US Government securities2018-12-31$239,321
Income. Interest from corporate debt instruments2018-12-31$1,197,358
Asset value of US Government securities at end of year2018-12-31$7,559,586
Asset value of US Government securities at beginning of year2018-12-31$7,935,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-16,447,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$640,712
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$477,328
Income. Dividends from common stock2018-12-31$1,915,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,359,728
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$29,645,320
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$34,562,130
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$45,756,489
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$55,471,290
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
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 incurred2017-12-31$9,844,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$151,024,367
Value of total assets at beginning of year2017-12-31$137,863,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,753,198
Total interest from all sources2017-12-31$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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$116,838
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$467,199
Administrative expenses (other) incurred2017-12-31$1,161,422
Total non interest bearing cash at end of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$474,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,069,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$135,335,091
Interest earned on other investments2017-12-31$410,614
Income. Interest from US Government securities2017-12-31$160,515
Income. Interest from corporate debt instruments2017-12-31$1,276,947
Asset value of US Government securities at end of year2017-12-31$7,935,009
Asset value of US Government securities at beginning of year2017-12-31$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 assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,819,235
Employer contributions (assets) at end of year2017-12-31$477,328
Employer contributions (assets) at beginning of year2017-12-31$2,528,698
Income. Dividends from common stock2017-12-31$2,067,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,091,217
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$34,562,130
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$55,471,290
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
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 incurred2016-12-31$8,913,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$137,863,789
Value of total assets at beginning of year2016-12-31$141,534,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,210,154
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$938,136
Administrative expenses professional fees incurred2016-12-31$82,330
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$2,059
Administrative expenses (other) incurred2016-12-31$1,026,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$101,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$135,335,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$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 assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,528,698
Employer contributions (assets) at end of year2016-12-31$2,528,698
Employer contributions (assets) at beginning of year2016-12-31$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,703,709
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,995,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$141,534,670
Value of total assets at beginning of year2015-12-31$148,164,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$709,893
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$709,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$138,034,670
Value of interest in master investment trust accounts at beginning of year2015-12-31$144,664,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,500,000
Employer contributions (assets) at end of year2015-12-31$3,500,000
Employer contributions (assets) at beginning of year2015-12-31$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,285,417
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,342,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$148,164,599
Value of total assets at beginning of year2014-12-31$142,386,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$301,287
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$144,664,599
Value of interest in master investment trust accounts at beginning of year2014-12-31$141,136,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,250,000
Employer contributions (assets) at end of year2014-12-31$3,500,000
Employer contributions (assets) at beginning of year2014-12-31$1,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,041,574
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,166,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$142,386,452
Value of total assets at beginning of year2013-12-31$122,041,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$274,779
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$141,136,452
Value of interest in master investment trust accounts at beginning of year2013-12-31$122,041,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,250,000
Employer contributions (assets) at end of year2013-12-31$1,250,000
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,892,005
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,710,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$122,041,272
Value of total assets at beginning of year2012-12-31$107,290,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$255,427
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$122,041,272
Value of interest in master investment trust accounts at beginning of year2012-12-31$107,290,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,454,855
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,968,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$114,290,502
Value of total assets at beginning of year2011-12-31$107,149,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,043
Total interest from all sources2011-12-31$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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$107,290,502
Value of interest in master investment trust accounts at beginning of year2011-12-31$76,158,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$25,991,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$25,991,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$13,000,000
Employer contributions (assets) at end of year2011-12-31$7,000,000
Employer contributions (assets) at beginning of year2011-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,916,297
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : ST. LUKE'S HOSPITAL RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-1,430,264
Total unrealized appreciation/depreciation of assets2010-12-31$-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 assets2010-12-31$6,448,950
Total of all expenses incurred2010-12-31$3,848,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$107,149,887
Value of total assets at beginning of year2010-12-31$85,925,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$335,140
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,719,539
Value of interest in master investment trust accounts at end of year2010-12-31$76,158,632
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$46,686,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$25,991,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$786,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 trusts2010-12-31$6,859,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,672,000
Employer contributions (assets) at end of year2010-12-31$5,000,000
Employer contributions (assets) at beginning of year2010-12-31$828,000
Income. Dividends from common stock2010-12-31$286,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,848,059
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$17,896,163
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$32,811,378
Aggregate carrying amount (costs) on sale of assets2010-12-31$26,362,428
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
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 securities2009-12-31$0

Form 5500 Responses for ST. LUKE'S HOSPITAL RETIREMENT PLAN

2023: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. LUKE'S HOSPITAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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