401k Plan data: SPECTRUM HEALTH SYSTEM 403B PLAN plan

SPECTRUM HEALTH SYSTEM 403B PLAN 401k Plan overview

Plan Name	SPECTRUM HEALTH SYSTEM 403B PLAN
Plan identification number	002

SPECTRUM HEALTH SYSTEM 403B PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BHSH SYSTEM D/B/A SPECTRUM HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name: BHSH SYSTEM D/B/A SPECTRUM HEALTH SYSTEM

Employer identification number (EIN): 383382353

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about BHSH SYSTEM D/B/A SPECTRUM HEALTH SYSTEM

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1994-01-18

Company Identification Number: 601517419

Legal Registered Office Address: 11808 NORTHUP WAY STE W104

BELLEVUE
United States of America (USA)
980051922

More information about BHSH SYSTEM D/B/A SPECTRUM HEALTH SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECTRUM HEALTH SYSTEM 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 CELESTE MCINTYRE 2020-10-12
002 2018-01-01 CELESTE MCINTYRE 2019-09-27
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 JILL FERRIS
002 2013-01-01 JILL FERRIS
002 2012-01-01 JILL FERRIS
002 2011-01-01 JILL FERRIS JILL FERRIS 2012-10-12
002 2009-01-01 RONALD KNAUS
002 2009-01-01 RONALD KNAUS
002 2009-01-01 RONALD KNAUS

Plan Statistics for SPECTRUM HEALTH SYSTEM 403B PLAN

401k plan membership statisitcs for SPECTRUM HEALTH SYSTEM 403B PLAN

Measure Date Value
2023: SPECTRUM HEALTH SYSTEM 403B PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 39,287
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 32,821
Number of retired or separated participants receiving benefits 2023-01-01 203
Number of other retired or separated participants entitled to future benefits 2023-01-01 4,556
Total of all active and inactive participants 2023-01-01 37,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 37,580
Number of participants with account balances 2023-01-01 4,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4,361
2022: SPECTRUM HEALTH SYSTEM 403B PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 33,807
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 27,153
Number of retired or separated participants receiving benefits 2022-01-01 100
Number of other retired or separated participants entitled to future benefits 2022-01-01 7,744
Total of all active and inactive participants 2022-01-01 34,997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 34,997
Number of participants with account balances 2022-01-01 34,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 470
2021: SPECTRUM HEALTH SYSTEM 403B PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 30,201
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 26,631
Number of retired or separated participants receiving benefits 2021-01-01 98
Number of other retired or separated participants entitled to future benefits 2021-01-01 7,078
Total of all active and inactive participants 2021-01-01 33,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 33,807
Number of participants with account balances 2021-01-01 33,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 749
2020: SPECTRUM HEALTH SYSTEM 403B PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 34,860
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 23,957
Number of retired or separated participants receiving benefits 2020-01-01 99
Number of other retired or separated participants entitled to future benefits 2020-01-01 6,126
Total of all active and inactive participants 2020-01-01 30,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 19
Total participants 2020-01-01 30,201
Number of participants with account balances 2020-01-01 30,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 943
2019: SPECTRUM HEALTH SYSTEM 403B PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 35,350
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 26,969
Number of retired or separated participants receiving benefits 2019-01-01 104
Number of other retired or separated participants entitled to future benefits 2019-01-01 7,741
Total of all active and inactive participants 2019-01-01 34,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 46
Total participants 2019-01-01 34,860
Number of participants with account balances 2019-01-01 32,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 967
2018: SPECTRUM HEALTH SYSTEM 403B PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 33,119
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 26,875
Number of retired or separated participants receiving benefits 2018-01-01 84
Number of other retired or separated participants entitled to future benefits 2018-01-01 8,345
Total of all active and inactive participants 2018-01-01 35,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 46
Total participants 2018-01-01 35,350
Number of participants with account balances 2018-01-01 33,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 513
2017: SPECTRUM HEALTH SYSTEM 403B PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32,399
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26,374
Number of retired or separated participants receiving benefits 2017-01-01 64
Number of other retired or separated participants entitled to future benefits 2017-01-01 6,644
Total of all active and inactive participants 2017-01-01 33,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 37
Total participants 2017-01-01 33,119
Number of participants with account balances 2017-01-01 30,756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 541
2016: SPECTRUM HEALTH SYSTEM 403B PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 29,502
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 25,640
Number of retired or separated participants receiving benefits 2016-01-01 51
Number of other retired or separated participants entitled to future benefits 2016-01-01 6,678
Total of all active and inactive participants 2016-01-01 32,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 30
Total participants 2016-01-01 32,399
Number of participants with account balances 2016-01-01 30,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 689
2015: SPECTRUM HEALTH SYSTEM 403B PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 24,494
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24,271
Number of retired or separated participants receiving benefits 2015-01-01 40
Number of other retired or separated participants entitled to future benefits 2015-01-01 5,159
Total of all active and inactive participants 2015-01-01 29,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 32
Total participants 2015-01-01 29,502
Number of participants with account balances 2015-01-01 26,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 308
2014: SPECTRUM HEALTH SYSTEM 403B PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21,622
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20,418
Number of retired or separated participants receiving benefits 2014-01-01 26
Number of other retired or separated participants entitled to future benefits 2014-01-01 4,028
Total of all active and inactive participants 2014-01-01 24,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 20
Total participants 2014-01-01 24,492
Number of participants with account balances 2014-01-01 22,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 268
2013: SPECTRUM HEALTH SYSTEM 403B PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20,144
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18,408
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 3,186
Total of all active and inactive participants 2013-01-01 21,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 25
Total participants 2013-01-01 21,622
Number of participants with account balances 2013-01-01 20,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 326
2012: SPECTRUM HEALTH SYSTEM 403B PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18,011
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17,017
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 3,036
Total of all active and inactive participants 2012-01-01 20,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 87
Total participants 2012-01-01 20,144
Number of participants with account balances 2012-01-01 18,677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 267
2011: SPECTRUM HEALTH SYSTEM 403B PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16,115
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15,491
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 2,512
Total of all active and inactive participants 2011-01-01 18,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 18,011
Number of participants with account balances 2011-01-01 17,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 205
2009: SPECTRUM HEALTH SYSTEM 403B PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14,336
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12,959
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,843
Total of all active and inactive participants 2009-01-01 14,806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 14,809
Number of participants with account balances 2009-01-01 14,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 152

Measure	Date	Value
2023: SPECTRUM HEALTH SYSTEM 403B PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	39,287
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	32,821
Number of retired or separated participants receiving benefits	2023-01-01	203
Number of other retired or separated participants entitled to future benefits	2023-01-01	4,556
Total of all active and inactive participants	2023-01-01	37,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	37,580
Number of participants with account balances	2023-01-01	4,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4,361
2022: SPECTRUM HEALTH SYSTEM 403B PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	33,807
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	27,153
Number of retired or separated participants receiving benefits	2022-01-01	100
Number of other retired or separated participants entitled to future benefits	2022-01-01	7,744
Total of all active and inactive participants	2022-01-01	34,997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	34,997
Number of participants with account balances	2022-01-01	34,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	470
2021: SPECTRUM HEALTH SYSTEM 403B PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	30,201
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	26,631
Number of retired or separated participants receiving benefits	2021-01-01	98
Number of other retired or separated participants entitled to future benefits	2021-01-01	7,078
Total of all active and inactive participants	2021-01-01	33,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	33,807
Number of participants with account balances	2021-01-01	33,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	749
2020: SPECTRUM HEALTH SYSTEM 403B PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	34,860
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	23,957
Number of retired or separated participants receiving benefits	2020-01-01	99
Number of other retired or separated participants entitled to future benefits	2020-01-01	6,126
Total of all active and inactive participants	2020-01-01	30,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	19
Total participants	2020-01-01	30,201
Number of participants with account balances	2020-01-01	30,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	943
2019: SPECTRUM HEALTH SYSTEM 403B PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	35,350
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	26,969
Number of retired or separated participants receiving benefits	2019-01-01	104
Number of other retired or separated participants entitled to future benefits	2019-01-01	7,741
Total of all active and inactive participants	2019-01-01	34,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	46
Total participants	2019-01-01	34,860
Number of participants with account balances	2019-01-01	32,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	967
2018: SPECTRUM HEALTH SYSTEM 403B PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	33,119
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	26,875
Number of retired or separated participants receiving benefits	2018-01-01	84
Number of other retired or separated participants entitled to future benefits	2018-01-01	8,345
Total of all active and inactive participants	2018-01-01	35,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	46
Total participants	2018-01-01	35,350
Number of participants with account balances	2018-01-01	33,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	513
2017: SPECTRUM HEALTH SYSTEM 403B PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32,399
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26,374
Number of retired or separated participants receiving benefits	2017-01-01	64
Number of other retired or separated participants entitled to future benefits	2017-01-01	6,644
Total of all active and inactive participants	2017-01-01	33,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	37
Total participants	2017-01-01	33,119
Number of participants with account balances	2017-01-01	30,756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	541
2016: SPECTRUM HEALTH SYSTEM 403B PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	29,502
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	25,640
Number of retired or separated participants receiving benefits	2016-01-01	51
Number of other retired or separated participants entitled to future benefits	2016-01-01	6,678
Total of all active and inactive participants	2016-01-01	32,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	30
Total participants	2016-01-01	32,399
Number of participants with account balances	2016-01-01	30,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	689
2015: SPECTRUM HEALTH SYSTEM 403B PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	24,494
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24,271
Number of retired or separated participants receiving benefits	2015-01-01	40
Number of other retired or separated participants entitled to future benefits	2015-01-01	5,159
Total of all active and inactive participants	2015-01-01	29,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	32
Total participants	2015-01-01	29,502
Number of participants with account balances	2015-01-01	26,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	308
2014: SPECTRUM HEALTH SYSTEM 403B PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21,622
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20,418
Number of retired or separated participants receiving benefits	2014-01-01	26
Number of other retired or separated participants entitled to future benefits	2014-01-01	4,028
Total of all active and inactive participants	2014-01-01	24,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	20
Total participants	2014-01-01	24,492
Number of participants with account balances	2014-01-01	22,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	268
2013: SPECTRUM HEALTH SYSTEM 403B PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20,144
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18,408
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	3,186
Total of all active and inactive participants	2013-01-01	21,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	25
Total participants	2013-01-01	21,622
Number of participants with account balances	2013-01-01	20,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	326
2012: SPECTRUM HEALTH SYSTEM 403B PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18,011
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17,017
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	3,036
Total of all active and inactive participants	2012-01-01	20,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	87
Total participants	2012-01-01	20,144
Number of participants with account balances	2012-01-01	18,677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	267
2011: SPECTRUM HEALTH SYSTEM 403B PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16,115
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15,491
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	2,512
Total of all active and inactive participants	2011-01-01	18,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	18,011
Number of participants with account balances	2011-01-01	17,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	205
2009: SPECTRUM HEALTH SYSTEM 403B PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14,336
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12,959
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,843
Total of all active and inactive participants	2009-01-01	14,806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	14,809
Number of participants with account balances	2009-01-01	14,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	152

Financial Data on SPECTRUM HEALTH SYSTEM 403B PLAN

Measure	Date	Value
2023 : SPECTRUM HEALTH SYSTEM 403B PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$683,350,076
Total of all expenses incurred	2023-12-31	$203,155,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$201,837,395
Expenses. Certain deemed distributions of participant loans	2023-12-31	$222,073
Value of total corrective distributions	2023-12-31	$11,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$327,418,876
Value of total assets at end of year	2023-12-31	$2,824,830,226
Value of total assets at beginning of year	2023-12-31	$2,344,635,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$1,084,551
Total interest from all sources	2023-12-31	$7,938,673
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$82,911,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$82,911,257
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$147,658,821
Participant contributions at end of year	2023-12-31	$26,218,594
Participant contributions at beginning of year	2023-12-31	$22,524,849
Participant contributions at beginning of year	2023-12-31	$5,861,744
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$8,716,656
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$6,784,144
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$89,757,480
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$32,378,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$36,387,434
Other income not declared elsewhere	2023-12-31	$958,135
Administrative expenses (other) incurred	2023-12-31	$224,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$480,194,606
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$2,824,830,226
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$2,344,635,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$96,528
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$2,328,760,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$1,835,473,997
Value of interest in pooled separate accounts at end of year	2023-12-31	$167,027,121
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$143,612,712
Interest on participant loans	2023-12-31	$1,359,583
Interest earned on other investments	2023-12-31	$6,579,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$242,242,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$271,605,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$239,498,770
Net investment gain/loss from pooled separate accounts	2023-12-31	$24,624,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$90,002,575
Employer contributions (assets) at end of year	2023-12-31	$19,485,881
Employer contributions (assets) at beginning of year	2023-12-31	$22,385,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$201,837,395
Contract administrator fees	2023-12-31	$645,959
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	GJC CPA'S & ADVISORS
Accountancy firm EIN	2023-12-31	382029668
2022 : SPECTRUM HEALTH SYSTEM 403B PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-142,772,268
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$193,235,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$189,977,298
Expenses. Certain deemed distributions of participant loans	2022-12-31	$87,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$253,371,509
Value of total assets at end of year	2022-12-31	$2,344,635,620
Value of total assets at beginning of year	2022-12-31	$2,680,643,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,170,301
Total interest from all sources	2022-12-31	$3,776,784
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$28,662,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$2,769,524
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$150,876,672
Participant contributions at end of year	2022-12-31	$22,524,849
Participant contributions at beginning of year	2022-12-31	$20,048,039
Participant contributions at end of year	2022-12-31	$5,861,744
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$6,784,144
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$7,283,095
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$14,504,868
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$36,387,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$4,973,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-336,007,620
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,344,635,620
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,680,643,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$400,777
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,835,473,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,149,274,879
Value of interest in pooled separate accounts at end of year	2022-12-31	$143,612,712
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$171,622,143
Interest on participant loans	2022-12-31	$942,777
Interest earned on other investments	2022-12-31	$2,834,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$271,605,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$305,915,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-403,215,894
Net investment gain/loss from pooled separate accounts	2022-12-31	$-30,340,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$87,989,969
Employer contributions (assets) at end of year	2022-12-31	$22,385,573
Employer contributions (assets) at beginning of year	2022-12-31	$26,499,862
Income. Dividends from preferred stock	2022-12-31	$28,662,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$189,977,298
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : SPECTRUM HEALTH SYSTEM 403B PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$554,936,174
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$186,624,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$184,266,509
Expenses. Certain deemed distributions of participant loans	2021-12-31	$154,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$236,708,112
Value of total assets at end of year	2021-12-31	$2,680,643,240
Value of total assets at beginning of year	2021-12-31	$2,312,331,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,203,119
Total interest from all sources	2021-12-31	$4,998,439
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$26,157,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$26,157,703
Administrative expenses professional fees incurred	2021-12-31	$1,943,155
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$136,209,701
Participant contributions at end of year	2021-12-31	$20,048,039
Participant contributions at beginning of year	2021-12-31	$20,253,676
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$4,147,205
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$7,283,095
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$6,385,428
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$15,754,761
Other income not declared elsewhere	2021-12-31	$2,943,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$368,311,711
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,680,643,240
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,312,331,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$259,964
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,149,274,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,998,724,324
Value of interest in pooled separate accounts at end of year	2021-12-31	$171,622,143
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$848,945
Interest earned on other investments	2021-12-31	$4,149,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$305,915,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$263,756,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$284,128,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$84,743,650
Employer contributions (assets) at end of year	2021-12-31	$26,499,862
Employer contributions (assets) at beginning of year	2021-12-31	$19,064,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$184,266,509
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2021-12-31	381357951
2020 : SPECTRUM HEALTH SYSTEM 403B PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$486,696,980
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$242,144,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$239,425,018
Expenses. Certain deemed distributions of participant loans	2020-12-31	$138,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$187,383,212
Value of total assets at end of year	2020-12-31	$2,312,331,529
Value of total assets at beginning of year	2020-12-31	$2,067,778,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,580,104
Total interest from all sources	2020-12-31	$8,088,133
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$101,368,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$101,368,048
Administrative expenses professional fees incurred	2020-12-31	$38,125
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$103,965,727
Participant contributions at end of year	2020-12-31	$20,253,676
Participant contributions at beginning of year	2020-12-31	$20,927,117
Participant contributions at end of year	2020-12-31	$4,147,205
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$6,385,428
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$4,958,850
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,935,566
Other income not declared elsewhere	2020-12-31	$3,975,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$244,552,897
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,312,331,529
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,067,778,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$2,541,979
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,998,724,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,753,688,243
Interest on participant loans	2020-12-31	$906,119
Interest earned on other investments	2020-12-31	$7,182,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$263,756,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$269,809,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$185,882,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$75,481,919
Employer contributions (assets) at end of year	2020-12-31	$19,064,269
Employer contributions (assets) at beginning of year	2020-12-31	$18,394,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$239,425,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : SPECTRUM HEALTH SYSTEM 403B PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$545,420,970
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$123,606,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$120,797,321
Expenses. Certain deemed distributions of participant loans	2019-12-31	$169,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$181,734,881
Value of total assets at end of year	2019-12-31	$2,067,778,632
Value of total assets at beginning of year	2019-12-31	$1,645,963,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,639,826
Total interest from all sources	2019-12-31	$8,491,730
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$106,241,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$106,241,796
Administrative expenses professional fees incurred	2019-12-31	$51,711
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$99,101,889
Participant contributions at end of year	2019-12-31	$20,927,117
Participant contributions at beginning of year	2019-12-31	$20,245,914
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$4,958,850
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$3,418,368
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,005,661
Other income not declared elsewhere	2019-12-31	$3,708,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$421,814,820
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,067,778,632
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,645,963,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,588,115
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,753,688,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,341,872,900
Interest on participant loans	2019-12-31	$902,552
Interest earned on other investments	2019-12-31	$7,589,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$269,809,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$262,851,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$245,243,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$72,627,331
Employer contributions (assets) at end of year	2019-12-31	$18,394,691
Employer contributions (assets) at beginning of year	2019-12-31	$17,575,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$120,797,321
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2019-12-31	381357951
2018 : SPECTRUM HEALTH SYSTEM 403B PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$110,328,877
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$98,460,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$98,011,770
Expenses. Certain deemed distributions of participant loans	2018-12-31	$74,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$181,638,063
Value of total assets at end of year	2018-12-31	$1,645,963,812
Value of total assets at beginning of year	2018-12-31	$1,634,095,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$373,735
Total interest from all sources	2018-12-31	$8,397,971
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$86,334,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$86,334,406
Administrative expenses professional fees incurred	2018-12-31	$30,024
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$92,511,773
Participant contributions at end of year	2018-12-31	$20,245,914
Participant contributions at beginning of year	2018-12-31	$19,581,921
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$3,418,368
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,585,828
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$19,753,889
Other income not declared elsewhere	2018-12-31	$-389,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$11,868,439
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,645,963,812
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,634,095,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$343,711
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,341,872,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,337,292,936
Interest on participant loans	2018-12-31	$779,867
Interest earned on other investments	2018-12-31	$7,618,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$262,851,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$256,436,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-165,652,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$69,372,401
Employer contributions (assets) at end of year	2018-12-31	$17,575,563
Employer contributions (assets) at beginning of year	2018-12-31	$17,198,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$98,011,770
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2018-12-31	381357951
2017 : SPECTRUM HEALTH SYSTEM 403B PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$403,132,613
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$74,389,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$73,273,864
Expenses. Certain deemed distributions of participant loans	2017-12-31	$98,765
Value of total corrective distributions	2017-12-31	$4,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$184,495,747
Value of total assets at end of year	2017-12-31	$1,634,095,373
Value of total assets at beginning of year	2017-12-31	$1,305,352,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,011,930
Total interest from all sources	2017-12-31	$7,913,055
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$58,745,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$58,745,878
Administrative expenses professional fees incurred	2017-12-31	$42,321
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$86,391,802
Participant contributions at end of year	2017-12-31	$19,581,921
Participant contributions at beginning of year	2017-12-31	$17,845,447
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,585,828
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$2,840,573
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$31,752,688
Other income not declared elsewhere	2017-12-31	$324,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$328,743,308
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,634,095,373
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,305,352,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$969,609
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,337,292,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,038,494,423
Interest on participant loans	2017-12-31	$653,284
Interest earned on other investments	2017-12-31	$7,259,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$256,436,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$230,125,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$151,653,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$66,351,257
Employer contributions (assets) at end of year	2017-12-31	$17,198,333
Employer contributions (assets) at beginning of year	2017-12-31	$16,045,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$73,273,864
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2017-12-31	381357951
2016 : SPECTRUM HEALTH SYSTEM 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$19,814,591
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	$240,146,480
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$58,115,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$57,193,353
Expenses. Certain deemed distributions of participant loans	2016-12-31	$69,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$157,674,248
Value of total assets at end of year	2016-12-31	$1,305,352,065
Value of total assets at beginning of year	2016-12-31	$1,103,506,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$852,701
Total interest from all sources	2016-12-31	$539,399
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$74,520,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$74,520,445
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$1,064
Contributions received from participants	2016-12-31	$79,354,955
Participant contributions at end of year	2016-12-31	$17,845,447
Participant contributions at beginning of year	2016-12-31	$15,222,318
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$2,840,573
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,243,984
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$16,028,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$182,030,743
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,305,352,065
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,103,506,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$852,701
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,038,494,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$875,167,960
Interest on participant loans	2016-12-31	$539,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$230,125,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$196,378,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$7,412,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$62,291,178
Employer contributions (assets) at end of year	2016-12-31	$16,045,682
Employer contributions (assets) at beginning of year	2016-12-31	$14,493,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$57,193,353
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2016-12-31	381357951
2015 : SPECTRUM HEALTH SYSTEM 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$0
Total income from all sources (including contributions)	2015-12-31	$147,604,465
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$53,079,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$52,323,475
Expenses. Certain deemed distributions of participant loans	2015-12-31	$82,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$142,645,432
Value of total assets at end of year	2015-12-31	$1,103,506,731
Value of total assets at beginning of year	2015-12-31	$1,008,981,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$673,442
Total interest from all sources	2015-12-31	$494,990
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$79,904,745
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	$79,904,745
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$1,064
Contributions received from participants	2015-12-31	$70,824,078
Participant contributions at end of year	2015-12-31	$15,222,318
Participant contributions at beginning of year	2015-12-31	$14,439,248
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,243,984
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,920,906
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$15,232,119
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	$94,524,982
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,103,506,731
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,008,981,749
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
Investment advisory and management fees	2015-12-31	$673,442
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$875,167,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$806,656,221
Interest on participant loans	2015-12-31	$494,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$196,378,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$174,609,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-75,440,702
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	$56,589,235
Employer contributions (assets) at end of year	2015-12-31	$14,493,882
Employer contributions (assets) at beginning of year	2015-12-31	$11,355,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$52,323,475
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2015-12-31	381357951
2014 : SPECTRUM HEALTH SYSTEM 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$224,199,534
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$48,687,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$47,980,925
Expenses. Certain deemed distributions of participant loans	2014-12-31	$55,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$159,562,045
Value of total assets at end of year	2014-12-31	$1,008,981,749
Value of total assets at beginning of year	2014-12-31	$833,469,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$650,405
Total interest from all sources	2014-12-31	$789,283
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$46,371,702
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	$46,371,702
Administrative expenses professional fees incurred	2014-12-31	$42,033
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$59,092,012
Participant contributions at end of year	2014-12-31	$14,439,248
Participant contributions at beginning of year	2014-12-31	$11,942,657
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,920,906
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$667,736
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$52,375,053
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	$175,512,495
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,008,981,749
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$833,469,254
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
Investment advisory and management fees	2014-12-31	$608,372
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$806,656,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$659,533,447
Interest on participant loans	2014-12-31	$417,207
Interest earned on other investments	2014-12-31	$372,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$174,609,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$150,788,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$17,476,504
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	$48,094,980
Employer contributions (assets) at end of year	2014-12-31	$11,355,969
Employer contributions (assets) at beginning of year	2014-12-31	$10,536,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$47,980,925
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2014-12-31	381357951
2013 : SPECTRUM HEALTH SYSTEM 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$231,099,884
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$40,111,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$39,549,214
Expenses. Certain deemed distributions of participant loans	2013-12-31	$92,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$108,897,363
Value of total assets at end of year	2013-12-31	$833,469,254
Value of total assets at beginning of year	2013-12-31	$642,480,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$469,761
Total interest from all sources	2013-12-31	$377,282
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$21,875,348
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	$21,875,348
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$54,813,383
Participant contributions at end of year	2013-12-31	$11,942,657
Participant contributions at beginning of year	2013-12-31	$10,887,907
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$667,736
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$735,935
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$9,353,276
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	$190,988,665
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$833,469,254
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$642,480,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$469,761
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$659,533,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$488,306,190
Interest on participant loans	2013-12-31	$377,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$150,788,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$133,429,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$99,949,891
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	$44,730,704
Employer contributions (assets) at end of year	2013-12-31	$10,536,497
Employer contributions (assets) at beginning of year	2013-12-31	$9,121,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$39,549,214
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2013-12-31	381357951
2012 : SPECTRUM HEALTH SYSTEM 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$82,089
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	$178,738,360
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$32,157,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$31,718,327
Expenses. Certain deemed distributions of participant loans	2012-12-31	$84,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$115,058,280
Value of total assets at end of year	2012-12-31	$642,480,589
Value of total assets at beginning of year	2012-12-31	$495,817,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$354,772
Total interest from all sources	2012-12-31	$362,171
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$45,793,859
Participant contributions at end of year	2012-12-31	$10,887,907
Participant contributions at beginning of year	2012-12-31	$9,662,225
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$735,935
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$622,108
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$23,628,599
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	$146,580,821
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$642,480,589
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$495,817,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$354,772
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$488,306,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$375,766,971
Interest on participant loans	2012-12-31	$362,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$133,429,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$109,766,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$63,317,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$45,635,822
Employer contributions (assets) at end of year	2012-12-31	$9,121,482
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$31,718,327
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2012-12-31	381357951
2011 : SPECTRUM HEALTH SYSTEM 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$25,364,007
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	$71,851,071
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$22,281,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$22,039,696
Expenses. Certain deemed distributions of participant loans	2011-12-31	$74,804
Value of total corrective distributions	2011-12-31	$7,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$78,235,134
Value of total assets at end of year	2011-12-31	$495,817,679
Value of total assets at beginning of year	2011-12-31	$420,883,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$159,356
Total interest from all sources	2011-12-31	$3,211,822
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$9,002,920
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	$9,002,920
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$40,877,299
Participant contributions at end of year	2011-12-31	$9,662,225
Participant contributions at beginning of year	2011-12-31	$7,127,939
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$622,108
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$218,484
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$4,164,387
Other income not declared elsewhere	2011-12-31	$2,888
Administrative expenses (other) incurred	2011-12-31	$159,356
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	$49,569,734
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$495,817,679
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$420,883,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$375,766,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$321,898,875
Interest on participant loans	2011-12-31	$292,026
Interest earned on other investments	2011-12-31	$2,919,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$109,766,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$91,638,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-18,601,693
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	$33,193,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$22,039,696
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2011-12-31	381357951
2010 : SPECTRUM HEALTH SYSTEM 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$2,277,853
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	$105,784,348
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$15,964,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$15,736,829
Expenses. Certain deemed distributions of participant loans	2010-12-31	$34,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$64,101,576
Value of total assets at end of year	2010-12-31	$420,883,938
Value of total assets at beginning of year	2010-12-31	$328,785,913
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$193,252
Total interest from all sources	2010-12-31	$2,789,466
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$4,479,824
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	$4,479,824
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$34,159,454
Participant contributions at end of year	2010-12-31	$7,127,939
Participant contributions at beginning of year	2010-12-31	$4,843,255
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$218,484
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$210,623
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,945,816
Other income not declared elsewhere	2010-12-31	$37,076
Administrative expenses (other) incurred	2010-12-31	$193,252
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	$89,820,172
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$420,883,938
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$328,785,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$321,898,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$245,311,519
Interest on participant loans	2010-12-31	$263,272
Interest earned on other investments	2010-12-31	$2,526,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$91,638,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$78,420,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$34,376,406
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	$27,996,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$15,736,829
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2010-12-31	381357951

Form 5500 Responses for SPECTRUM HEALTH SYSTEM 403B PLAN

2023: SPECTRUM HEALTH SYSTEM 403B PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SPECTRUM HEALTH SYSTEM 403B PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SPECTRUM HEALTH SYSTEM 403B PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SPECTRUM HEALTH SYSTEM 403B PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SPECTRUM HEALTH SYSTEM 403B PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SPECTRUM HEALTH SYSTEM 403B PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SPECTRUM HEALTH SYSTEM 403B PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SPECTRUM HEALTH SYSTEM 403B PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SPECTRUM HEALTH SYSTEM 403B PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SPECTRUM HEALTH SYSTEM 403B PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – 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: SPECTRUM HEALTH SYSTEM 403B PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SPECTRUM HEALTH SYSTEM 403B PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SPECTRUM HEALTH SYSTEM 403B PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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: SPECTRUM HEALTH SYSTEM 403B PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

556276-01

Policy instance

Insurance contract or identification number	556276-01
Number of Individuals Covered	29564
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075585

Policy instance

Insurance contract or identification number	075585
Number of Individuals Covered	39287
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	3187
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	3790
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $99,607
Total amount of fees paid to insurance company	USD $687
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $63,086
Amount paid for insurance broker fees	480
Additional information about fees paid to insurance broker	NON CASH COMPENSATION
Insurance broker organization code?	3

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075585

Policy instance

Insurance contract or identification number	075585
Number of Individuals Covered	37911
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075585

Policy instance

Insurance contract or identification number	075585
Number of Individuals Covered	33199
Insurance policy start date	2020-12-30
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	33199
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $94,375
Total amount of fees paid to insurance company	USD $216
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $54,566
Amount paid for insurance broker fees	107
Additional information about fees paid to insurance broker	NON CASH COMPENSATION
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666207

Policy instance

Insurance contract or identification number	666207
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-01-17
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	32846
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $70,728
Total amount of fees paid to insurance company	USD $1,292
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $40,754
Amount paid for insurance broker fees	545
Additional information about fees paid to insurance broker	NON CASH COMPENSATION
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666207

Policy instance

Insurance contract or identification number	666207
Number of Individuals Covered	35348
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	35348
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $142,948
Total amount of fees paid to insurance company	USD $1,273
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $67,009
Amount paid for insurance broker fees	582
Additional information about fees paid to insurance broker	NON CASH COMPENSATION
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	33117
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	29500
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ015

Policy instance

Insurance contract or identification number	VFZ015
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	24492
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ015

Policy instance

Insurance contract or identification number	VFZ015
Number of Individuals Covered	13
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	21622
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,378
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,322
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS LLC

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	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $35,647
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,711
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO INS AGENCY LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ015

Policy instance

Insurance contract or identification number	VFZ015
Number of Individuals Covered	138
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	20144
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	17301
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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	707
Insurance policy start date	2012-12-31
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ207

Policy instance

Insurance contract or identification number	VFZ207
Number of Individuals Covered	16115
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BHSH SYSTEM D/B/A SPECTRUM HEALTH SYSTEM
Employer identification number (EIN):	383382353
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1994-01-18
Company Identification Number:	601517419
Legal Registered Office Address:	11808 NORTHUP WAY STE W104 BELLEVUE United States of America (USA) 980051922