401k Plan data: IU HEALTH LA PORTE 403(B) PLAN plan

IU HEALTH LA PORTE 403(B) PLAN 401k Plan overview

Plan Name	IU HEALTH LA PORTE 403(B) PLAN
Plan identification number	006

IU HEALTH LA PORTE 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

IU HEALTH has sponsored the creation of one or more 401k plans.

Company Name: IU HEALTH

Employer identification number (EIN): 351125434

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IU HEALTH LA PORTE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2016-01-01
006 2015-01-01
006 2014-01-01
006 2013-01-01 STEVE TIMM STEVE TIMM 2014-09-25
006 2012-01-01 STEVEN TIMM STEVEN TIMM 2013-10-14
006 2011-01-01 STEPHANIE SMITH STEPHANIE SMITH 2012-10-10
006 2009-01-01 STEPHANIE SMITH STEPHANIE SMITH 2010-10-13
006 2009-01-01 STEPHANIE SMITH STEPHANIE SMITH 2010-12-03

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
006	2016-01-01
006	2015-01-01
006	2014-01-01
006	2013-01-01	STEVE TIMM	STEVE TIMM	2014-09-25
006	2012-01-01	STEVEN TIMM	STEVEN TIMM	2013-10-14
006	2011-01-01	STEPHANIE SMITH	STEPHANIE SMITH	2012-10-10
006	2009-01-01	STEPHANIE SMITH	STEPHANIE SMITH	2010-10-13
006	2009-01-01	STEPHANIE SMITH	STEPHANIE SMITH	2010-12-03

Plan Statistics for IU HEALTH LA PORTE 403(B) PLAN

401k plan membership statisitcs for IU HEALTH LA PORTE 403(B) PLAN

Measure Date Value
2016: IU HEALTH LA PORTE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,020
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: IU HEALTH LA PORTE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,864
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,981
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 1,996
Total participants 2015-01-01 1,996
Number of participants with account balances 2015-01-01 1,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: IU HEALTH LA PORTE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,003
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,551
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 306
Total of all active and inactive participants 2014-01-01 1,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,864
Number of participants with account balances 2014-01-01 1,486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: IU HEALTH LA PORTE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,057
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,827
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 158
Total of all active and inactive participants 2013-01-01 1,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,985
Number of participants with account balances 2013-01-01 1,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 186
2012: IU HEALTH LA PORTE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,728
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,922
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 102
Total of all active and inactive participants 2012-01-01 2,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,024
Number of participants with account balances 2012-01-01 1,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 119
2011: IU HEALTH LA PORTE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,884
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,827
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 90
Total of all active and inactive participants 2011-01-01 1,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,917
Number of participants with account balances 2011-01-01 1,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 133
2009: IU HEALTH LA PORTE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,709
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,684
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 334
Total of all active and inactive participants 2009-01-01 2,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2,018
Number of participants with account balances 2009-01-01 1,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 170

Measure	Date	Value
2016: IU HEALTH LA PORTE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,020
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: IU HEALTH LA PORTE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,864
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,981
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	1,996
Total participants	2015-01-01	1,996
Number of participants with account balances	2015-01-01	1,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: IU HEALTH LA PORTE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,003
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,551
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	306
Total of all active and inactive participants	2014-01-01	1,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,864
Number of participants with account balances	2014-01-01	1,486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: IU HEALTH LA PORTE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,057
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,827
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	158
Total of all active and inactive participants	2013-01-01	1,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,985
Number of participants with account balances	2013-01-01	1,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	186
2012: IU HEALTH LA PORTE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,728
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,922
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	102
Total of all active and inactive participants	2012-01-01	2,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,024
Number of participants with account balances	2012-01-01	1,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	119
2011: IU HEALTH LA PORTE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,884
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,827
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	90
Total of all active and inactive participants	2011-01-01	1,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,917
Number of participants with account balances	2011-01-01	1,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	133
2009: IU HEALTH LA PORTE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,709
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,684
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	334
Total of all active and inactive participants	2009-01-01	2,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2,018
Number of participants with account balances	2009-01-01	1,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	170

Financial Data on IU HEALTH LA PORTE 403(B) PLAN

Measure	Date	Value
2016 : IU HEALTH LA PORTE 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-10-14	$2,790,381
Total of all expenses incurred	2016-10-14	$56,260,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-10-14	$56,228,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-10-14	$1,043,584
Value of total assets at end of year	2016-10-14	$0
Value of total assets at beginning of year	2016-10-14	$53,469,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-10-14	$31,626
Total interest from all sources	2016-10-14	$10,238
Total dividends received (eg from common stock, registered investment company shares)	2016-10-14	$360,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-10-14	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-10-14	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-10-14	$360,704
Was this plan covered by a fidelity bond	2016-10-14	Yes
Value of fidelity bond cover	2016-10-14	$20,000,000
If this is an individual account plan, was there a blackout period	2016-10-14	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-10-14	0
Minimum employer required contribution for this plan year	2016-10-14	$0
Amount contributed by the employer to the plan for this plan year	2016-10-14	$0
Were there any nonexempt tranactions with any party-in-interest	2016-10-14	No
Contributions received from participants	2016-10-14	$810,041
Participant contributions at end of year	2016-10-14	$0
Participant contributions at beginning of year	2016-10-14	$587,606
Participant contributions at end of year	2016-10-14	$0
Participant contributions at beginning of year	2016-10-14	$154,552
Income. Received or receivable in cash from other sources (including rollovers)	2016-10-14	$24,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-10-14	No
Value of net income/loss	2016-10-14	$-53,469,999
Value of net assets at end of year (total assets less liabilities)	2016-10-14	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-10-14	$53,469,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-10-14	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-10-14	No
Were any leases to which the plan was party in default or uncollectible	2016-10-14	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-10-14	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-10-14	$52,259,757
Interest on participant loans	2016-10-14	$10,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-10-14	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-10-14	$429,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-10-14	$429,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-10-14	$1,375,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-10-14	No
Was there a failure to transmit to the plan any participant contributions	2016-10-14	No
Has the plan failed to provide any benefit when due under the plan	2016-10-14	No
Contributions received in cash from employer	2016-10-14	$209,530
Employer contributions (assets) at end of year	2016-10-14	$0
Employer contributions (assets) at beginning of year	2016-10-14	$38,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-10-14	$56,228,754
Contract administrator fees	2016-10-14	$31,626
Did the plan have assets held for investment	2016-10-14	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-10-14	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-10-14	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-10-14	Yes
Opinion of an independent qualified public accountant for this plan	2016-10-14	Disclaimer
Accountancy firm name	2016-10-14	BKD LLP
Accountancy firm EIN	2016-10-14	440160260
2015 : IU HEALTH LA PORTE 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$5,665,396
Total of all expenses incurred	2015-12-31	$4,316,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,266,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,247,466
Value of total assets at end of year	2015-12-31	$53,469,999
Value of total assets at beginning of year	2015-12-31	$52,121,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$49,965
Total interest from all sources	2015-12-31	$48,561
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,626,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,626,336
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$4,804,384
Participant contributions at end of year	2015-12-31	$587,606
Participant contributions at beginning of year	2015-12-31	$1,225,281
Participant contributions at end of year	2015-12-31	$154,552
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$179,569
Other income not declared elsewhere	2015-12-31	$72,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,348,764
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$53,469,999
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$52,121,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$52,259,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$50,562,706
Interest on participant loans	2015-12-31	$48,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$429,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$333,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$333,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,329,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,263,513
Employer contributions (assets) at end of year	2015-12-31	$38,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,266,667
Contract administrator fees	2015-12-31	$49,965
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : IU HEALTH LA PORTE 403(B) PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$426,502
Total income from all sources (including contributions)	2014-12-31	$9,386,692
Total of all expenses incurred	2014-12-31	$15,145,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$15,089,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$6,190,330
Value of total assets at end of year	2014-12-31	$52,121,235
Value of total assets at beginning of year	2014-12-31	$57,453,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$55,610
Total interest from all sources	2014-12-31	$181,504
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,517,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,517,577
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$4,820,527
Participant contributions at end of year	2014-12-31	$1,225,281
Participant contributions at beginning of year	2014-12-31	$1,656,593
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$72,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-5,758,560
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$52,121,235
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$57,453,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$50,562,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$50,478,807
Interest on participant loans	2014-12-31	$75,427
Interest earned on other investments	2014-12-31	$106,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$333,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,304,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,497,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,296,925
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$12,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$15,089,642
Contract administrator fees	2014-12-31	$55,610
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : IU HEALTH LA PORTE 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$68,946
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	$15,567,867
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,707,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,627,034
Expenses. Certain deemed distributions of participant loans	2013-12-31	$18,153
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,378,987
Value of total assets at end of year	2013-12-31	$57,453,293
Value of total assets at beginning of year	2013-12-31	$46,523,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$61,821
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$222,399
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$690,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$690,445
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
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
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$0
Contributions received from participants	2013-12-31	$5,370,389
Participant contributions at end of year	2013-12-31	$1,656,593
Participant contributions at beginning of year	2013-12-31	$1,492,661
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$550,432
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$2,124
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$10,061
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
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	$10,860,859
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$57,453,293
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$46,523,488
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$50,478,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$40,306,162
Interest on participant loans	2013-12-31	$79,970
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$142,429
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,304,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,602,337
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,265,975
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,458,166
Employer contributions (assets) at end of year	2013-12-31	$12,901
Employer contributions (assets) at beginning of year	2013-12-31	$122,328
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,624,910
Contract administrator fees	2013-12-31	$61,821
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
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
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
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 : IU HEALTH LA PORTE 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$160,272
Total transfer of assets from this plan	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	$12,308,878
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,508,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,462,781
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$7,223,262
Value of total assets at end of year	2012-12-31	$46,523,488
Value of total assets at beginning of year	2012-12-31	$37,562,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$45,666
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$189,961
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$666,230
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	$666,230
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
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
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$5,437,033
Participant contributions at end of year	2012-12-31	$1,492,661
Participant contributions at beginning of year	2012-12-31	$1,071,090
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$171,586
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$1,937
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
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	$8,800,431
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$46,523,488
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$37,562,785
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$40,306,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$32,571,496
Interest on participant loans	2012-12-31	$63,986
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$125,975
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,602,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,920,199
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,229,425
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,614,643
Employer contributions (assets) at end of year	2012-12-31	$122,328
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,460,844
Contract administrator fees	2012-12-31	$45,666
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
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 : IU HEALTH LA PORTE 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$129,563
Total transfer of assets from this plan	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	$6,685,682
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,883,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,820,694
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,410,435
Value of total assets at end of year	2011-12-31	$37,562,785
Value of total assets at beginning of year	2011-12-31	$34,630,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$62,543
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$156,155
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$577,989
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	$577,989
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
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
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$5,506,114
Participant contributions at end of year	2011-12-31	$1,071,090
Participant contributions at beginning of year	2011-12-31	$850,230
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$349,753
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$2,780
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$379
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
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	$2,802,445
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$37,562,785
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$34,630,777
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$32,571,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$30,616,396
Interest on participant loans	2011-12-31	$49,476
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$106,679
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,920,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,164,151
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,459,276
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,554,568
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,817,914
Contract administrator fees	2011-12-31	$62,543
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	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	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
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
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 : IU HEALTH LA PORTE 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$344,245
Total transfer of assets from this plan	2010-12-31	$0
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	$11,039,018
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,651,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,608,705
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$7,208,165
Value of total assets at end of year	2010-12-31	$34,630,777
Value of total assets at beginning of year	2010-12-31	$24,898,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$42,394
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$117,300
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$461,536
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	$461,536
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
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
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$5,236,469
Participant contributions at end of year	2010-12-31	$850,230
Participant contributions at beginning of year	2010-12-31	$437,806
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$504,767
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$9,848
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
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	$9,387,919
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$34,630,777
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$24,898,613
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$30,616,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$22,051,665
Interest on participant loans	2010-12-31	$35,153
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$82,147
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,164,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,409,142
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,252,017
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
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
Contributions received in cash from employer	2010-12-31	$1,466,929
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,598,857
Contract administrator fees	2010-12-31	$42,394
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
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 : IU HEALTH LA PORTE 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 IU HEALTH LA PORTE 403(B) PLAN

2016: IU HEALTH LA PORTE 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IU HEALTH LA PORTE 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IU HEALTH LA PORTE 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: IU HEALTH LA PORTE 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: IU HEALTH LA PORTE 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: IU HEALTH LA PORTE 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: IU HEALTH LA PORTE 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $11,466
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,466
Insurance broker organization code?	3
Insurance broker name	SIGNATOR INSURANCE AGENCY INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	1985
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $98,630
Total amount of fees paid to insurance company	USD $11,605
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $87,910
Amount paid for insurance broker fees	11605
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	SIGNATOR INSURANCE AGENCY INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	2024
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $63,804
Total amount of fees paid to insurance company	USD $13,249
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $58,921
Amount paid for insurance broker fees	13249
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	SIGNATOR INSURANCE AGENCY INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	1917
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $81,834
Total amount of fees paid to insurance company	USD $11,909
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	1996
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $63,163
Total amount of fees paid to insurance company	USD $7,420
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $63,163
Amount paid for insurance broker fees	7420
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	SIGNATOR INSURANCE AGENCY INC

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Company Name:	IU HEALTH
Employer identification number (EIN):	351125434
NAIC Classification:	622000
NAIC Description:	Hospitals