401k Plan data: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN plan

INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 401k Plan overview

Plan Name	INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN
Plan identification number	003

INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC.

Employer identification number (EIN): 350867958

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 ANN MCGUIRE
003 2013-01-01 ANN MCGUIRE
003 2012-01-01 ANN MCGUIRE
003 2011-01-01 ANN MCGUIRE
003 2009-01-01 ANN MCGUIRE
003 2009-01-01 ANN MCGUIRE
003 2009-01-01 ANN MCGUIRE

Plan id#	Filing Submission Date	Name of Administrator
003	2014-01-01	ANN MCGUIRE
003	2013-01-01	ANN MCGUIRE
003	2012-01-01	ANN MCGUIRE
003	2011-01-01	ANN MCGUIRE
003	2009-01-01	ANN MCGUIRE
003	2009-01-01	ANN MCGUIRE
003	2009-01-01	ANN MCGUIRE

Plan Statistics for INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN

401k plan membership statisitcs for INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN

Measure Date Value
2014: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,244
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,706
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3,151
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 401
Total of all active and inactive participants 2013-01-01 3,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3,554
Number of participants with account balances 2013-01-01 2,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,829
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,274
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 432
Total of all active and inactive participants 2012-01-01 2,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,706
Number of participants with account balances 2012-01-01 2,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,367
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,478
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 331
Total of all active and inactive participants 2011-01-01 2,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2,809
Number of participants with account balances 2011-01-01 2,809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5,229
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,844
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2,384
Total of all active and inactive participants 2009-01-01 5,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 5,229
Number of participants with account balances 2009-01-01 5,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,244
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,706
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3,151
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	401
Total of all active and inactive participants	2013-01-01	3,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3,554
Number of participants with account balances	2013-01-01	2,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,829
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,274
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	432
Total of all active and inactive participants	2012-01-01	2,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,706
Number of participants with account balances	2012-01-01	2,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,367
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,478
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	331
Total of all active and inactive participants	2011-01-01	2,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2,809
Number of participants with account balances	2011-01-01	2,809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5,229
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,844
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2,384
Total of all active and inactive participants	2009-01-01	5,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	5,229
Number of participants with account balances	2009-01-01	5,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN

Measure	Date	Value
2014 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-07-31	$0
Total transfer of assets to this plan	2014-07-31	$1,266,581
Total transfer of assets from this plan	2014-07-31	$84,826,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$0
Total income from all sources (including contributions)	2014-07-31	$2,420,271
Total loss/gain on sale of assets	2014-07-31	$0
Total of all expenses incurred	2014-07-31	$6,066,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-07-31	$6,062,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-07-31	$0
Value of total assets at end of year	2014-07-31	$0
Value of total assets at beginning of year	2014-07-31	$87,206,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-07-31	$3,391
Total interest from all sources	2014-07-31	$446,079
Total dividends received (eg from common stock, registered investment company shares)	2014-07-31	$339,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-07-31	$339,145
Was this plan covered by a fidelity bond	2014-07-31	Yes
Value of fidelity bond cover	2014-07-31	$20,000,000
If this is an individual account plan, was there a blackout period	2014-07-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-07-31	No
Participant contributions at end of year	2014-07-31	$0
Participant contributions at beginning of year	2014-07-31	$710,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-07-31	No
Value of net income/loss	2014-07-31	$-3,645,954
Value of net assets at end of year (total assets less liabilities)	2014-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-07-31	$87,206,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-07-31	No
Were any leases to which the plan was party in default or uncollectible	2014-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-07-31	$58,070,519
Interest on participant loans	2014-07-31	$17,876
Interest earned on other investments	2014-07-31	$428,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-07-31	$28,425,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-07-31	$1,635,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-07-31	No
Was there a failure to transmit to the plan any participant contributions	2014-07-31	No
Has the plan failed to provide any benefit when due under the plan	2014-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-07-31	$6,062,834
Contract administrator fees	2014-07-31	$3,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-07-31	Yes
Did the plan have assets held for investment	2014-07-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-07-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-07-31	Disclaimer
Accountancy firm name	2014-07-31	ERNST & YOUNG LLP
Accountancy firm EIN	2014-07-31	346565596
2013 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$18,189,316
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$5,637,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,628,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,661,567
Value of total assets at end of year	2013-12-31	$87,206,213
Value of total assets at beginning of year	2013-12-31	$74,654,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,094
Total interest from all sources	2013-12-31	$2,378,444
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$6,301,199
Participant contributions at end of year	2013-12-31	$710,500
Participant contributions at beginning of year	2013-12-31	$1,424,213
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$252,315
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$360,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$12,552,171
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$87,206,213
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$74,654,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$58,070,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$48,322,479
Interest on participant loans	2013-12-31	$24,242
Interest earned on other investments	2013-12-31	$2,354,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$16,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$16,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$28,425,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$24,638,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$9,149,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,628,051
Contract administrator fees	2013-12-31	$9,094
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2013-12-31	346565596
2012 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$13,635,202
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,903,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,900,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$6,967,001
Value of total assets at end of year	2012-12-31	$74,654,042
Value of total assets at beginning of year	2012-12-31	$64,922,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,807
Total interest from all sources	2012-12-31	$808,460
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$253,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$253,783
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$6,350,878
Participant contributions at end of year	2012-12-31	$1,424,213
Participant contributions at beginning of year	2012-12-31	$1,394,458
Participant contributions at end of year	2012-12-31	$252,315
Participant contributions at beginning of year	2012-12-31	$181,233
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$616,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$9,731,246
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$74,654,042
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$64,922,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$48,322,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$41,477,245
Interest on participant loans	2012-12-31	$36,001
Interest earned on other investments	2012-12-31	$772,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$16,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$35,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$35,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$24,638,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$21,834,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,605,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,900,149
Contract administrator fees	2012-12-31	$3,807
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2012-12-31	346565596
2011 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$6,632,657
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$5,582,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,579,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$6,817,858
Value of total assets at end of year	2011-12-31	$64,949,770
Value of total assets at beginning of year	2011-12-31	$63,899,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,383
Total interest from all sources	2011-12-31	$291,270
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$479,266
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$6,212,503
Participant contributions at end of year	2011-12-31	$1,394,458
Participant contributions at beginning of year	2011-12-31	$1,157,258
Participant contributions at end of year	2011-12-31	$208,207
Participant contributions at beginning of year	2011-12-31	$8,786
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$605,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,049,901
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$64,949,770
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$63,899,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$18,672,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,886,260
Value of interest in pooled separate accounts at end of year	2011-12-31	$22,804,611
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$25,803,996
Interest on participant loans	2011-12-31	$30,781
Interest earned on other investments	2011-12-31	$260,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$35,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$21,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$21,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$21,834,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$20,003,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,381,221
Net investment gain/loss from pooled separate accounts	2011-12-31	$904,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$18,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,579,373
Contract administrator fees	2011-12-31	$3,383
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2011-12-31	346565596
2010 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$2,835,570
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	$8,282,513
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,338,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,336,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$6,086,412
Value of total assets at end of year	2010-12-31	$27,663,678
Value of total assets at beginning of year	2010-12-31	$17,883,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,450
Total interest from all sources	2010-12-31	$207,928
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$422,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$422,833
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$5,098,809
Participant contributions at end of year	2010-12-31	$378,251
Participant contributions at beginning of year	2010-12-31	$118,238
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$987,603
Administrative expenses (other) incurred	2010-12-31	$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$6,944,189
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$27,663,678
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,883,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$16,886,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,373,224
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,269,157
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$6,707
Interest earned on other investments	2010-12-31	$201,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$21,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$9,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$9,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$9,108,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$5,382,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,565,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,336,874
Contract administrator fees	2010-12-31	$1,437
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2010-12-31	346565596
2009 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN

2014: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC.
Employer identification number (EIN):	350867958
NAIC Classification:	622000
NAIC Description:	Hospitals