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INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameINDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN
Plan identification number 001

INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 CARE ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name:IU HEALTH CARE ASSOCIATES INC.
Employer identification number (EIN):351747218
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BARBARA MAPLE
0012016-01-01BARBARA MAPLE
0012015-01-01BARBARA MAPLE
0012014-01-01BARBARA MAPLE BARBARA MAPLE2015-09-03
0012013-01-01BARBARA MAPLE BARBARA MAPLE2014-08-01
0012012-01-01BARBARA MAPLE BARBARA MAPLE2013-07-18
0012011-01-01AMANDA BATES
0012009-01-01AMANDA BATES

Plan Statistics for INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN

Measure Date Value
2022: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,546
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,913
Total number of active participants reported on line 7a of the Form 55002021-01-016,123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,423
Total of all active and inactive participants2021-01-017,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017,546
Number of participants with account balances2021-01-016,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01470
2020: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,391
Total number of active participants reported on line 7a of the Form 55002020-01-015,775
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,107
Total of all active and inactive participants2020-01-016,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016,882
Number of participants with account balances2020-01-016,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,918
Total number of active participants reported on line 7a of the Form 55002019-01-015,091
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,281
Total of all active and inactive participants2019-01-016,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-016,373
Number of participants with account balances2019-01-015,873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01136
2018: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,713
Total number of active participants reported on line 7a of the Form 55002018-01-015,724
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,193
Total of all active and inactive participants2018-01-016,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-016,918
Number of participants with account balances2018-01-015,812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01184
2017: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,547
Total number of active participants reported on line 7a of the Form 55002017-01-014,687
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,017
Total of all active and inactive participants2017-01-015,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-015,706
Number of participants with account balances2017-01-015,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01205
2016: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,690
Total number of active participants reported on line 7a of the Form 55002016-01-014,498
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01785
Total of all active and inactive participants2016-01-015,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-015,285
Number of participants with account balances2016-01-015,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01175
2015: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,725
Total number of active participants reported on line 7a of the Form 55002015-01-013,873
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01709
Total of all active and inactive participants2015-01-014,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-014,583
Number of participants with account balances2015-01-014,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01122
2014: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,250
Total number of active participants reported on line 7a of the Form 55002014-01-013,159
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01566
Total of all active and inactive participants2014-01-013,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,725
Number of participants with account balances2014-01-013,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01133
2013: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,857
Total number of active participants reported on line 7a of the Form 55002013-01-012,706
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01540
Total of all active and inactive participants2013-01-013,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-013,250
Number of participants with account balances2013-01-013,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01155
2012: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,341
Total number of active participants reported on line 7a of the Form 55002012-01-012,505
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01344
Total of all active and inactive participants2012-01-012,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-012,855
Number of participants with account balances2012-01-012,824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01130
2011: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,596
Total number of active participants reported on line 7a of the Form 55002011-01-012,079
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01258
Total of all active and inactive participants2011-01-012,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012,338
Number of participants with account balances2011-01-012,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0198
2009: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-01239
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01291
Number of participants with account balances2009-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$894,829,468
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$0
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$894,829,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$0
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$20,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-01$0
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Assets. Other investments not covered elsewhere at end of year2022-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$825,409,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$0
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$894,829,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$54,553,153
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-01-01$4,224,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-01-01$4,224,185
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$102,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$2,083,834
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$2,108,483
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$6,347,455
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01Yes
Opinion of an independent qualified public accountant for this plan2022-01-01Unqualified
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$272,487
Total unrealized appreciation/depreciation of assets2021-12-31$272,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$183,675,456
Total loss/gain on sale of assets2021-12-31$831,129
Total of all expenses incurred2021-12-31$38,830,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$38,054,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$75,366,135
Value of total assets at end of year2021-12-31$894,829,468
Value of total assets at beginning of year2021-12-31$749,984,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$775,744
Total interest from all sources2021-12-31$55,546
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,552,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$14,488,912
Administrative expenses professional fees incurred2021-12-31$758,189
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$47,284,900
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,758,303
Other income not declared elsewhere2021-12-31$21,859
Administrative expenses (other) incurred2021-12-31$299
Total non interest bearing cash at end of year2021-12-31$825,409,943
Total non interest bearing cash at beginning of year2021-12-31$1,450,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$144,844,979
Value of net assets at end of year (total assets less liabilities)2021-12-31$894,829,468
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$749,984,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$17,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$54,553,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$254,577,336
Income. Interest from US Government securities2021-12-31$2,738
Income. Interest from corporate debt instruments2021-12-31$52,380
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$467,097,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,224,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,562,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,562,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$428
Asset value of US Government securities at end of year2021-12-31$102,415
Asset value of US Government securities at beginning of year2021-12-31$161,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$92,577,045
Net investment gain or loss from common/collective trusts2021-12-31$-1,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$24,322,932
Employer contributions (assets) at end of year2021-12-31$2,083,834
Employer contributions (assets) at beginning of year2021-12-31$16,294,433
Income. Dividends from common stock2021-12-31$63,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$38,054,733
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,058,932
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,108,483
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$784,228
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$6,347,455
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4,997,765
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$928,688,422
Aggregate carrying amount (costs) on sale of assets2021-12-31$927,857,293
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$877,056
Total unrealized appreciation/depreciation of assets2020-12-31$877,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$188,529,987
Total loss/gain on sale of assets2020-12-31$362,196
Total of all expenses incurred2020-12-31$34,826,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$34,357,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$83,137,335
Value of total assets at end of year2020-12-31$749,984,489
Value of total assets at beginning of year2020-12-31$596,281,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$469,399
Total interest from all sources2020-12-31$53,938
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,129,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,087,363
Administrative expenses professional fees incurred2020-12-31$437,421
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$42,979,150
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,259,253
Administrative expenses (other) incurred2020-12-31$22
Total non interest bearing cash at end of year2020-12-31$1,450,074
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$153,703,431
Value of net assets at end of year (total assets less liabilities)2020-12-31$749,984,489
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$596,281,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$31,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$254,577,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$580,925,209
Income. Interest from loans (other than to participants)2020-12-31$371
Interest earned on other investments2020-12-31$950
Income. Interest from US Government securities2020-12-31$3,757
Income. Interest from corporate debt instruments2020-12-31$48,860
Value of interest in common/collective trusts at end of year2020-12-31$467,097,455
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,562,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,069,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,069,661
Asset value of US Government securities at end of year2020-12-31$161,392
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$95,969,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$36,898,932
Employer contributions (assets) at end of year2020-12-31$16,294,433
Employer contributions (assets) at beginning of year2020-12-31$14,286,188
Income. Dividends from common stock2020-12-31$42,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$34,357,157
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$1,058,932
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$784,228
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$4,997,765
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$71,857,579
Aggregate carrying amount (costs) on sale of assets2020-12-31$71,495,383
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$179,349,823
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$32,326,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,823,598
Value of total corrective distributions2019-12-31$30,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$76,128,612
Value of total assets at end of year2019-12-31$596,281,058
Value of total assets at beginning of year2019-12-31$449,258,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$473,142
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,318,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,318,121
Administrative expenses professional fees incurred2019-12-31$173,447
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$39,131,698
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,574,164
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,743,584
Other income not declared elsewhere2019-12-31$2,801,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$147,022,837
Value of net assets at end of year (total assets less liabilities)2019-12-31$596,281,058
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$449,258,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$42,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$580,925,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$418,772,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,069,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,406,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,406,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$94,101,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$33,253,330
Employer contributions (assets) at end of year2019-12-31$14,286,188
Employer contributions (assets) at beginning of year2019-12-31$13,505,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,823,598
Contract administrator fees2019-12-31$256,861
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$42,352,533
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$19,531,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,163,934
Value of total corrective distributions2018-12-31$50,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$73,649,989
Value of total assets at end of year2018-12-31$449,258,221
Value of total assets at beginning of year2018-12-31$426,437,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$317,300
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,749,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$18,749,456
Administrative expenses professional fees incurred2018-12-31$117,471
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$12,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$36,389,010
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$588,042
Assets. Other investments not covered elsewhere at end of year2018-12-31$15,574,164
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$15,441,980
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,190,546
Other income not declared elsewhere2018-12-31$-1,006,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$22,821,184
Value of net assets at end of year (total assets less liabilities)2018-12-31$449,258,221
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$426,437,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$43,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$418,772,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$399,374,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,406,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-49,040,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$31,070,433
Employer contributions (assets) at end of year2018-12-31$13,505,394
Employer contributions (assets) at beginning of year2018-12-31$11,031,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,163,934
Contract administrator fees2018-12-31$156,797
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$124,449,223
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$17,542,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,164,992
Value of total corrective distributions2017-12-31$54,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$64,877,333
Value of total assets at end of year2017-12-31$426,437,037
Value of total assets at beginning of year2017-12-31$319,530,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$322,581
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,997,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,997,710
Administrative expenses professional fees incurred2017-12-31$102,351
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$12,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$33,676,840
Participant contributions at end of year2017-12-31$588,042
Participant contributions at beginning of year2017-12-31$563,765
Assets. Other investments not covered elsewhere at end of year2017-12-31$15,441,980
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$12,001,933
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,792,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,628,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$106,906,872
Value of net assets at end of year (total assets less liabilities)2017-12-31$426,437,037
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$319,530,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$42,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$399,374,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$296,962,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$116,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$116,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$44,945,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$27,407,910
Employer contributions (assets) at end of year2017-12-31$11,031,932
Employer contributions (assets) at beginning of year2017-12-31$9,885,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,164,992
Contract administrator fees2017-12-31$177,302
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$84,323,390
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,278,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,931,744
Value of total corrective distributions2016-12-31$57,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$62,099,642
Value of total assets at end of year2016-12-31$319,530,165
Value of total assets at beginning of year2016-12-31$245,485,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$289,414
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,537,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,537,946
Administrative expenses professional fees incurred2016-12-31$168,186
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$12,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$30,671,344
Participant contributions at end of year2016-12-31$563,765
Participant contributions at beginning of year2016-12-31$501,892
Assets. Other investments not covered elsewhere at end of year2016-12-31$12,001,933
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,808,634
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,802,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$43,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$74,044,641
Value of net assets at end of year (total assets less liabilities)2016-12-31$319,530,165
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$245,485,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$121,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$296,962,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$226,165,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$116,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$18,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$18,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,642,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$24,625,657
Employer contributions (assets) at end of year2016-12-31$9,885,189
Employer contributions (assets) at beginning of year2016-12-31$8,991,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,931,744
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$51,849
Total income from all sources (including contributions)2015-12-31$62,560,931
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,518,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,235,809
Value of total corrective distributions2015-12-31$37,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$66,208,280
Value of total assets at end of year2015-12-31$245,485,524
Value of total assets at beginning of year2015-12-31$194,494,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$245,566
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,107,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,107,025
Administrative expenses professional fees incurred2015-12-31$138,748
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$12,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$28,088,515
Participant contributions at end of year2015-12-31$501,892
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,808,634
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,999,157
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,413,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$51,849
Other income not declared elsewhere2015-12-31$41,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$51,042,502
Value of net assets at end of year (total assets less liabilities)2015-12-31$245,485,524
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$194,443,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$106,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$226,165,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$179,833,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$18,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$182,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$182,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,795,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,706,291
Employer contributions (assets) at end of year2015-12-31$8,991,152
Employer contributions (assets) at beginning of year2015-12-31$6,479,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,235,809
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$51,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$55,161,511
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,869,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,666,717
Value of total corrective distributions2014-12-31$28,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$43,577,058
Value of total assets at end of year2014-12-31$194,494,871
Value of total assets at beginning of year2014-12-31$147,151,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$174,594
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,808,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,808,875
Administrative expenses professional fees incurred2014-12-31$102,351
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$12,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$20,714,222
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,999,157
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,781,330
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,899,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$51,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$202,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$47,291,820
Value of net assets at end of year (total assets less liabilities)2014-12-31$194,443,022
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$147,151,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$72,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$179,833,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$136,558,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$182,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,803,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,803,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,573,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$16,963,791
Employer contributions (assets) at end of year2014-12-31$6,479,874
Employer contributions (assets) at beginning of year2014-12-31$3,007,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,666,717
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$62,826,206
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,270,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,199,161
Value of total corrective distributions2013-12-31$28,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$41,911,290
Value of total assets at end of year2013-12-31$147,151,202
Value of total assets at beginning of year2013-12-31$89,595,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$43,385
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,169,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,169,176
Administrative expenses professional fees incurred2013-12-31$15,174
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$12,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$17,818,813
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,781,330
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,486,102
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,697,038
Other income not declared elsewhere2013-12-31$227,267
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$57,555,438
Value of net assets at end of year (total assets less liabilities)2013-12-31$147,151,202
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$89,595,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$28,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$136,558,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$84,005,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,803,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,569,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,569,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,518,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$20,395,439
Employer contributions (assets) at end of year2013-12-31$3,007,439
Employer contributions (assets) at beginning of year2013-12-31$2,534,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,199,161
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$5,185,028
Total unrealized appreciation/depreciation of assets2012-12-31$5,185,028
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$46,312,322
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,191,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,157,508
Value of total corrective distributions2012-12-31$6,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$38,153,928
Value of total assets at end of year2012-12-31$89,595,764
Value of total assets at beginning of year2012-12-31$47,475,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,671
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,892,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,892,684
Administrative expenses professional fees incurred2012-12-31$9,343
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$12,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,118,935
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,486,102
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,799,424
Other income not declared elsewhere2012-12-31$56,954
Liabilities. Value of operating payables at end of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$42,120,338
Value of net assets at end of year (total assets less liabilities)2012-12-31$89,595,764
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,475,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$18,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$84,005,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$44,968,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,569,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$919,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$919,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,023,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$17,235,569
Employer contributions (assets) at end of year2012-12-31$2,534,481
Employer contributions (assets) at beginning of year2012-12-31$1,587,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,157,508
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,914,921
Total unrealized appreciation/depreciation of assets2011-12-31$-1,914,921
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$22,898,571
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$824,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$818,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$23,773,714
Value of total assets at end of year2011-12-31$47,475,426
Value of total assets at beginning of year2011-12-31$25,401,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,041
Total interest from all sources2011-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,037,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$6,041
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$12,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$10,299,551
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$672
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$68,864
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,506,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$22,074,423
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,475,426
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,401,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$44,968,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,615,109
Interest on participant loans2011-12-31$19
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$919,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$647,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$647,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,967,904
Employer contributions (assets) at end of year2011-12-31$1,587,319
Employer contributions (assets) at beginning of year2011-12-31$1,068,726
Income. Dividends from common stock2011-12-31$1,037,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$818,107
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,532,765
Total unrealized appreciation/depreciation of assets2010-12-31$1,532,765
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$23,317,315
Total loss/gain on sale of assets2010-12-31$70,604
Total of all expenses incurred2010-12-31$302,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$298,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,213,692
Value of total assets at end of year2010-12-31$25,401,003
Value of total assets at beginning of year2010-12-31$2,385,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,296
Total interest from all sources2010-12-31$168
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$500,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$500,086
Administrative expenses professional fees incurred2010-12-31$3,296
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$12,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,192,419
Participant contributions at end of year2010-12-31$672
Participant contributions at beginning of year2010-12-31$3,366
Assets. Other investments not covered elsewhere at end of year2010-12-31$68,864
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,683,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$23,015,062
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,401,003
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,385,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,615,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,352,798
Interest on participant loans2010-12-31$164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$647,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$29,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$29,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,337,285
Employer contributions (assets) at end of year2010-12-31$1,068,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$298,957
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$70,604
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN

2022: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INDIANA UNIVERSITY HEALTH PHYSICIANS RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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