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UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameUNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN
Plan identification number 001

UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

FROEDTERT SOUTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:FROEDTERT SOUTH, INC.
Employer identification number (EIN):390816845
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01THOMAS KELLEY
0012015-07-01THOMAS KELLEY
0012014-07-01THOMAS KELLEY
0012013-07-01THOMAS KELLEY
0012012-07-01THOMAS KELLEY
0012011-07-01THOMAS J.KELLEY-VICE PRESIDENT-CFO RICHARD O.SCHMIDT,JR.-PRESIDENT-CEO2013-04-12
0012009-07-01CHARLES TALBERT

Plan Statistics for UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN

Measure Date Value
2023: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2023 401k membership
Market value of plan assets2023-06-30252,667,403
Acturial value of plan assets2023-06-30276,963,296
Funding target for retired participants and beneficiaries receiving payment2023-06-30106,877,147
Number of terminated vested participants2023-06-30883
Fundng target for terminated vested participants2023-06-3044,217,065
Active participant vested funding target2023-06-3075,247,178
Number of active participants2023-06-30697
Total funding liabilities for active participants2023-06-3077,559,025
Total participant count2023-06-302,550
Total funding target for all participants2023-06-30228,653,237
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-300
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-300
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-30171,000
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-300
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-300
Contributions allocatedtoward minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-012,536
Total number of active participants reported on line 7a of the Form 55002022-07-01637
Number of retired or separated participants receiving benefits2022-07-01954
Number of other retired or separated participants entitled to future benefits2022-07-01871
Total of all active and inactive participants2022-07-012,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0166
Total participants2022-07-012,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Market value of plan assets2022-06-30279,857,114
Acturial value of plan assets2022-06-30290,429,237
Funding target for retired participants and beneficiaries receiving payment2022-06-3095,351,708
Number of terminated vested participants2022-06-30859
Fundng target for terminated vested participants2022-06-3039,469,721
Active participant vested funding target2022-06-3083,163,132
Number of active participants2022-06-30796
Total funding liabilities for active participants2022-06-3085,810,529
Total participant count2022-06-302,575
Total funding target for all participants2022-06-30220,631,958
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30202,000
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-012,561
Total number of active participants reported on line 7a of the Form 55002021-07-01697
Number of retired or separated participants receiving benefits2021-07-01901
Number of other retired or separated participants entitled to future benefits2021-07-01878
Total of all active and inactive participants2021-07-012,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0160
Total participants2021-07-012,536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-30300,793,237
Acturial value of plan assets2021-06-30288,418,587
Funding target for retired participants and beneficiaries receiving payment2021-06-3087,136,202
Number of terminated vested participants2021-06-30854
Fundng target for terminated vested participants2021-06-3039,207,177
Active participant vested funding target2021-06-3094,293,627
Number of active participants2021-06-30888
Total funding liabilities for active participants2021-06-3097,307,114
Total participant count2021-06-302,598
Total funding target for all participants2021-06-30223,650,493
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30131,000
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-012,584
Total number of active participants reported on line 7a of the Form 55002020-07-01796
Number of retired or separated participants receiving benefits2020-07-01854
Number of other retired or separated participants entitled to future benefits2020-07-01854
Total of all active and inactive participants2020-07-012,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0157
Total participants2020-07-012,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-30276,232,623
Acturial value of plan assets2020-06-30271,224,878
Funding target for retired participants and beneficiaries receiving payment2020-06-3075,834,607
Number of terminated vested participants2020-06-30787
Fundng target for terminated vested participants2020-06-3032,003,176
Active participant vested funding target2020-06-3094,539,826
Number of active participants2020-06-301,019
Total funding liabilities for active participants2020-06-3097,665,463
Total participant count2020-06-302,604
Total funding target for all participants2020-06-30205,503,246
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-306,275,834
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-012,589
Total number of active participants reported on line 7a of the Form 55002019-07-01888
Number of retired or separated participants receiving benefits2019-07-01798
Number of other retired or separated participants entitled to future benefits2019-07-01849
Total of all active and inactive participants2019-07-012,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0149
Total participants2019-07-012,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
Market value of plan assets2019-06-30261,745,292
Acturial value of plan assets2019-06-30255,299,408
Funding target for retired participants and beneficiaries receiving payment2019-06-3068,737,970
Number of terminated vested participants2019-06-30762
Fundng target for terminated vested participants2019-06-3027,755,272
Active participant vested funding target2019-06-3092,081,878
Number of active participants2019-06-301,137
Total funding liabilities for active participants2019-06-3095,364,882
Total participant count2019-06-302,639
Total funding target for all participants2019-06-30191,858,124
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-3013,599,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3014,414,067
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-306,350,972
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-012,624
Total number of active participants reported on line 7a of the Form 55002018-07-011,019
Number of retired or separated participants receiving benefits2018-07-01746
Number of other retired or separated participants entitled to future benefits2018-07-01782
Total of all active and inactive participants2018-07-012,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0142
Total participants2018-07-012,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-016
Market value of plan assets2018-06-30234,406,614
Acturial value of plan assets2018-06-30232,711,073
Funding target for retired participants and beneficiaries receiving payment2018-06-3057,418,061
Number of terminated vested participants2018-06-30750
Fundng target for terminated vested participants2018-06-3023,562,648
Active participant vested funding target2018-06-3085,550,757
Number of active participants2018-06-301,238
Total funding liabilities for active participants2018-06-3088,884,607
Total participant count2018-06-302,681
Total funding target for all participants2018-06-30169,865,316
Balance at beginning of prior year after applicable adjustments2018-06-3060,225
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-3060,225
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3013,565,166
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3014,403,493
Reductions in caryover balances due to elections or deemed elections2018-06-3067,729
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3015,000,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3013,599,459
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-306,243,514
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-3013,599,459
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-012,668
Total number of active participants reported on line 7a of the Form 55002017-07-011,137
Number of retired or separated participants receiving benefits2017-07-01691
Number of other retired or separated participants entitled to future benefits2017-07-01759
Total of all active and inactive participants2017-07-012,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0137
Total participants2017-07-012,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
Market value of plan assets2017-06-30201,803,118
Acturial value of plan assets2017-06-30215,580,684
Funding target for retired participants and beneficiaries receiving payment2017-06-3050,936,858
Number of terminated vested participants2017-06-30732
Fundng target for terminated vested participants2017-06-3022,517,556
Active participant vested funding target2017-06-3078,339,346
Number of active participants2017-06-301,348
Total funding liabilities for active participants2017-06-3082,170,621
Total participant count2017-06-302,721
Total funding target for all participants2017-06-30155,625,035
Balance at beginning of prior year after applicable adjustments2017-06-3061,877
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-3061,877
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3022,506,642
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3023,940,315
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-3060,225
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3015,000,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3013,565,166
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-306,245,991
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-3013,565,166
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-012,709
Total number of active participants reported on line 7a of the Form 55002016-07-011,238
Number of retired or separated participants receiving benefits2016-07-01651
Number of other retired or separated participants entitled to future benefits2016-07-01748
Total of all active and inactive participants2016-07-012,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0131
Total participants2016-07-012,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012,750
Total number of active participants reported on line 7a of the Form 55002015-07-011,348
Number of retired or separated participants receiving benefits2015-07-01601
Number of other retired or separated participants entitled to future benefits2015-07-01731
Total of all active and inactive participants2015-07-012,680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0129
Total participants2015-07-012,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0123
2014: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012,813
Total number of active participants reported on line 7a of the Form 55002014-07-011,493
Number of retired or separated participants receiving benefits2014-07-01563
Number of other retired or separated participants entitled to future benefits2014-07-01670
Total of all active and inactive participants2014-07-012,726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0124
Total participants2014-07-012,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0147
2013: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012,882
Total number of active participants reported on line 7a of the Form 55002013-07-011,654
Number of retired or separated participants receiving benefits2013-07-01510
Number of other retired or separated participants entitled to future benefits2013-07-01625
Total of all active and inactive participants2013-07-012,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0124
Total participants2013-07-012,813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0159
2012: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012,901
Total number of active participants reported on line 7a of the Form 55002012-07-011,813
Number of retired or separated participants receiving benefits2012-07-01467
Number of other retired or separated participants entitled to future benefits2012-07-01579
Total of all active and inactive participants2012-07-012,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0123
Total participants2012-07-012,882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0166
2011: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012,814
Total number of active participants reported on line 7a of the Form 55002011-07-011,844
Number of retired or separated participants receiving benefits2011-07-01441
Number of other retired or separated participants entitled to future benefits2011-07-01598
Total of all active and inactive participants2011-07-012,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0118
Total participants2011-07-012,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0173
2009: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-012,563
Total number of active participants reported on line 7a of the Form 55002009-07-011,734
Number of retired or separated participants receiving benefits2009-07-01393
Number of other retired or separated participants entitled to future benefits2009-07-01563
Total of all active and inactive participants2009-07-012,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0112
Total participants2009-07-012,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0165

Financial Data on UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN

Measure Date Value
2023 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$-5,834,789
Total unrealized appreciation/depreciation of assets2023-06-30$-5,834,789
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$-518,891
Total loss/gain on sale of assets2023-06-30$-245,463
Total of all expenses incurred2023-06-30$11,238,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$10,507,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$27,629
Value of total assets at end of year2023-06-30$240,910,484
Value of total assets at beginning of year2023-06-30$252,667,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$730,527
Total interest from all sources2023-06-30$5,694,590
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$918,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$648,667
Administrative expenses professional fees incurred2023-06-30$197,591
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Assets. Other investments not covered elsewhere at end of year2023-06-30$4,785,691
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$27,629
Other income not declared elsewhere2023-06-30$-1,739,368
Total non interest bearing cash at end of year2023-06-30$171,034
Total non interest bearing cash at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-11,756,919
Value of net assets at end of year (total assets less liabilities)2023-06-30$240,910,484
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$252,667,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$532,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$100,869,945
Interest earned on other investments2023-06-30$109,914
Income. Interest from corporate debt instruments2023-06-30$2,715,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$45,356,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$151,797,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$151,797,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$2,869,367
Asset value of US Government securities at end of year2023-06-30$46,691,935
Asset value of US Government securities at beginning of year2023-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$660,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Income. Dividends from common stock2023-06-30$269,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$10,507,501
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$113,720,407
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$30,184,755
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$670,221,794
Aggregate carrying amount (costs) on sale of assets2023-06-30$670,467,257
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30WIPFLI LLP
Accountancy firm EIN2023-06-30390758449
2022 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-17,180,785
Total loss/gain on sale of assets2022-06-30$-19,175,083
Total of all expenses incurred2022-06-30$10,008,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$9,521,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$252,667,403
Value of total assets at beginning of year2022-06-30$279,857,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$487,310
Total interest from all sources2022-06-30$258,013
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$5,906,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$660,403
Administrative expenses professional fees incurred2022-06-30$171,093
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Other income not declared elsewhere2022-06-30$38,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-27,189,711
Value of net assets at end of year (total assets less liabilities)2022-06-30$252,667,403
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$279,857,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$316,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$100,869,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$151,797,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$3,518,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$3,518,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$258,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-4,208,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Income. Dividends from common stock2022-06-30$5,246,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$9,521,616
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$276,338,411
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$281,012,858
Aggregate carrying amount (costs) on sale of assets2022-06-30$300,187,941
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WIPFLI, LLP
Accountancy firm EIN2022-06-30390758449
2021 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$-23,244,966
Total unrealized appreciation/depreciation of assets2021-06-30$-23,244,966
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$-11,922,968
Total loss/gain on sale of assets2021-06-30$7,157,104
Total of all expenses incurred2021-06-30$9,013,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$8,489,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$279,857,114
Value of total assets at beginning of year2021-06-30$300,793,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$523,407
Total interest from all sources2021-06-30$471
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$9,223,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$201,727
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other income not declared elsewhere2021-06-30$-5,059,135
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$6,374,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-20,936,123
Value of net assets at end of year (total assets less liabilities)2021-06-30$279,857,114
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$300,793,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$0
Assets. partnership/joint venture interests at beginning of year2021-06-30$12,056,363
Investment advisory and management fees2021-06-30$321,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$3,518,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$3,608,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$3,608,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Income. Dividends from common stock2021-06-30$9,223,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$8,489,748
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$276,338,411
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$278,753,875
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$70,266,404
Aggregate carrying amount (costs) on sale of assets2021-06-30$63,109,300
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30WIPFLI, LLP
Accountancy firm EIN2021-06-30390758449
2020 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$19,103,437
Total unrealized appreciation/depreciation of assets2020-06-30$19,103,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$33,111,724
Total loss/gain on sale of assets2020-06-30$7,222,522
Total of all expenses incurred2020-06-30$8,551,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$7,700,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$300,793,237
Value of total assets at beginning of year2020-06-30$276,232,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$850,377
Total interest from all sources2020-06-30$197,786
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$7,063,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$279,476
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-06-30$142,492
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other income not declared elsewhere2020-06-30$-475,279
Administrative expenses (other) incurred2020-06-30$22,275
Total non interest bearing cash at end of year2020-06-30$6,374,321
Total non interest bearing cash at beginning of year2020-06-30$439,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$24,560,614
Value of net assets at end of year (total assets less liabilities)2020-06-30$300,793,237
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$276,232,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$12,056,363
Assets. partnership/joint venture interests at beginning of year2020-06-30$17,845,566
Investment advisory and management fees2020-06-30$548,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,232,150
Interest earned on other investments2020-06-30$181,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$3,608,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$5,146,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$5,146,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$16,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Income. Dividends from common stock2020-06-30$7,063,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$7,700,733
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$278,753,875
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$248,425,809
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$418,426,965
Aggregate carrying amount (costs) on sale of assets2020-06-30$411,204,443
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WIPFLI, LLP
Accountancy firm EIN2020-06-30390758449
2019 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$14,590,294
Total unrealized appreciation/depreciation of assets2019-06-30$14,590,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$65,447
Total income from all sources (including contributions)2019-06-30$21,906,937
Total loss/gain on sale of assets2019-06-30$-1,375,211
Total of all expenses incurred2019-06-30$8,005,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$6,849,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$276,232,623
Value of total assets at beginning of year2019-06-30$262,396,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,155,806
Total interest from all sources2019-06-30$847,438
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$5,204,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$470,984
Administrative expenses professional fees incurred2019-06-30$229,531
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-06-30$142,492
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-30$225,345
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$1,896,964
Other income not declared elsewhere2019-06-30$197,478
Administrative expenses (other) incurred2019-06-30$46,359
Liabilities. Value of operating payables at end of year2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$65,447
Total non interest bearing cash at end of year2019-06-30$439,618
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$13,901,398
Value of net assets at end of year (total assets less liabilities)2019-06-30$276,232,623
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$262,331,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$17,845,566
Assets. partnership/joint venture interests at beginning of year2019-06-30$17,150,877
Investment advisory and management fees2019-06-30$879,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,232,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$20,658,626
Interest earned on other investments2019-06-30$228,717
Income. Interest from US Government securities2019-06-30$81,174
Income. Interest from corporate debt instruments2019-06-30$455,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$5,146,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$7,536,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$7,536,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$81,921
Asset value of US Government securities at end of year2019-06-30$0
Asset value of US Government securities at beginning of year2019-06-30$7,586,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$2,441,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$15,000,000
Income. Dividends from common stock2019-06-30$4,733,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$6,849,733
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$12,248,172
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$248,425,809
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$180,093,932
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$247,131,028
Aggregate carrying amount (costs) on sale of assets2019-06-30$248,506,239
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WIPFLI, LLP
Accountancy firm EIN2019-06-30390758449
2018 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$9,811,889
Total unrealized appreciation/depreciation of assets2018-06-30$9,811,889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$65,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$102,356
Total income from all sources (including contributions)2018-06-30$34,722,319
Total loss/gain on sale of assets2018-06-30$3,736,908
Total of all expenses incurred2018-06-30$7,394,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$6,136,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$15,000,000
Value of total assets at end of year2018-06-30$262,396,672
Value of total assets at beginning of year2018-06-30$235,105,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,257,219
Total interest from all sources2018-06-30$1,460,551
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$3,741,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$539,393
Administrative expenses professional fees incurred2018-06-30$306,919
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$225,345
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$220,521
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$1,896,964
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$2,963,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$61,005
Other income not declared elsewhere2018-06-30$1,258,513
Administrative expenses (other) incurred2018-06-30$-20,189
Liabilities. Value of operating payables at end of year2018-06-30$65,447
Liabilities. Value of operating payables at beginning of year2018-06-30$41,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$27,328,104
Value of net assets at end of year (total assets less liabilities)2018-06-30$262,331,225
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$235,003,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$17,150,877
Assets. partnership/joint venture interests at beginning of year2018-06-30$11,157,442
Investment advisory and management fees2018-06-30$970,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$20,658,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$13,339,832
Interest earned on other investments2018-06-30$293,301
Income. Interest from US Government securities2018-06-30$160,650
Income. Interest from corporate debt instruments2018-06-30$937,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$7,536,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$6,875,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$6,875,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$69,118
Asset value of US Government securities at end of year2018-06-30$7,586,586
Asset value of US Government securities at beginning of year2018-06-30$8,160,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-286,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$15,000,000
Employer contributions (assets) at end of year2018-06-30$15,000,000
Employer contributions (assets) at beginning of year2018-06-30$15,000,000
Income. Dividends from common stock2018-06-30$3,201,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$6,136,996
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$12,248,172
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$18,784,182
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$180,093,932
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$158,604,416
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$190,141,705
Aggregate carrying amount (costs) on sale of assets2018-06-30$186,404,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WIPFLI, LLP
Accountancy firm EIN2018-06-30390758449
2017 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$14,993,206
Total unrealized appreciation/depreciation of assets2017-06-30$14,993,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$102,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$90,987
Total income from all sources (including contributions)2017-06-30$38,917,672
Total loss/gain on sale of assets2017-06-30$3,506,769
Total of all expenses incurred2017-06-30$6,777,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$5,424,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$15,000,000
Value of total assets at end of year2017-06-30$235,105,477
Value of total assets at beginning of year2017-06-30$202,953,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,352,895
Total interest from all sources2017-06-30$1,055,930
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$3,025,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$447,672
Administrative expenses professional fees incurred2017-06-30$185,564
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-06-30$220,521
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-06-30$143,766
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$2,963,458
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$28,048,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$61,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$1,244,550
Administrative expenses (other) incurred2017-06-30$130,837
Liabilities. Value of operating payables at end of year2017-06-30$41,351
Liabilities. Value of operating payables at beginning of year2017-06-30$90,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$32,140,318
Value of net assets at end of year (total assets less liabilities)2017-06-30$235,003,121
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$202,862,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$11,157,442
Assets. partnership/joint venture interests at beginning of year2017-06-30$7,776,348
Investment advisory and management fees2017-06-30$1,036,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$13,339,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$17,221,195
Interest earned on other investments2017-06-30$103,354
Income. Interest from US Government securities2017-06-30$189,424
Income. Interest from corporate debt instruments2017-06-30$686,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$6,875,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$8,369,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$8,369,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$77,094
Asset value of US Government securities at end of year2017-06-30$8,160,389
Asset value of US Government securities at beginning of year2017-06-30$9,882,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$91,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$15,000,000
Employer contributions (assets) at end of year2017-06-30$15,000,000
Employer contributions (assets) at beginning of year2017-06-30$25,000,000
Income. Dividends from common stock2017-06-30$2,578,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$5,424,459
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$18,784,182
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$14,256,006
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$158,604,416
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$92,255,767
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$241,474,287
Aggregate carrying amount (costs) on sale of assets2017-06-30$237,967,518
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WIPFLI, LLP
Accountancy firm EIN2017-06-30390758449
2016 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-2,438,875
Total unrealized appreciation/depreciation of assets2016-06-30$-2,438,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$90,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$4,436,059
Total income from all sources (including contributions)2016-06-30$21,384,802
Total loss/gain on sale of assets2016-06-30$-5,215,840
Total of all expenses incurred2016-06-30$5,940,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$4,660,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$25,000,000
Value of total assets at end of year2016-06-30$202,953,790
Value of total assets at beginning of year2016-06-30$191,854,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,280,071
Total interest from all sources2016-06-30$1,004,470
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$2,826,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$425,910
Administrative expenses professional fees incurred2016-06-30$222,322
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-06-30$143,766
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-06-30$128,520
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$28,048,620
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$25,635,252
Other income not declared elsewhere2016-06-30$421,137
Administrative expenses (other) incurred2016-06-30$216,987
Liabilities. Value of operating payables at end of year2016-06-30$90,987
Liabilities. Value of operating payables at beginning of year2016-06-30$4,436,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$15,444,624
Value of net assets at end of year (total assets less liabilities)2016-06-30$202,862,803
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$187,418,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$7,776,348
Assets. partnership/joint venture interests at beginning of year2016-06-30$8,160,212
Investment advisory and management fees2016-06-30$840,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$17,221,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$28,893,003
Interest earned on other investments2016-06-30$138,704
Income. Interest from US Government securities2016-06-30$151,579
Income. Interest from corporate debt instruments2016-06-30$603,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$8,369,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$5,305,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$5,305,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$111,167
Asset value of US Government securities at end of year2016-06-30$9,882,930
Asset value of US Government securities at beginning of year2016-06-30$8,120,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-212,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$25,000,000
Employer contributions (assets) at end of year2016-06-30$25,000,000
Employer contributions (assets) at beginning of year2016-06-30$15,000,000
Income. Dividends from common stock2016-06-30$2,400,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,660,107
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$14,256,006
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$11,958,758
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$92,255,767
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$88,652,832
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$179,888,749
Aggregate carrying amount (costs) on sale of assets2016-06-30$185,104,589
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WIPFLI, LLP
Accountancy firm EIN2016-06-30390758449
2015 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-988,965
Total unrealized appreciation/depreciation of assets2015-06-30$-988,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$4,436,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$18,558,554
Total loss/gain on sale of assets2015-06-30$-1,290,612
Total of all expenses incurred2015-06-30$5,378,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$4,256,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$15,000,000
Value of total assets at end of year2015-06-30$191,854,238
Value of total assets at beginning of year2015-06-30$174,237,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,121,798
Total interest from all sources2015-06-30$929,017
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,747,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$530,783
Administrative expenses professional fees incurred2015-06-30$171,212
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-06-30$128,520
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-06-30$79,564
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$25,635,252
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$28,456,960
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$2,519,820
Administrative expenses (other) incurred2015-06-30$218,491
Liabilities. Value of operating payables at end of year2015-06-30$4,436,059
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$246,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$13,180,453
Value of net assets at end of year (total assets less liabilities)2015-06-30$187,418,179
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$174,237,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$8,160,212
Assets. partnership/joint venture interests at beginning of year2015-06-30$4,740,821
Investment advisory and management fees2015-06-30$732,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$28,893,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$19,718,187
Interest earned on other investments2015-06-30$295,019
Income. Interest from US Government securities2015-06-30$95,675
Income. Interest from corporate debt instruments2015-06-30$474,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$5,305,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$6,875,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$6,875,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$63,660
Asset value of US Government securities at end of year2015-06-30$8,120,285
Asset value of US Government securities at beginning of year2015-06-30$5,868,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-358,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$15,000,000
Employer contributions (assets) at end of year2015-06-30$15,000,000
Employer contributions (assets) at beginning of year2015-06-30$15,000,000
Income. Dividends from common stock2015-06-30$2,217,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,256,303
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$11,958,758
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$6,063,903
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$88,652,832
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$87,186,959
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$134,042,738
Aggregate carrying amount (costs) on sale of assets2015-06-30$135,333,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WIPFLI, LLP
Accountancy firm EIN2015-06-30390758449
2014 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$11,269,038
Total unrealized appreciation/depreciation of assets2014-06-30$11,269,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$34,015
Total income from all sources (including contributions)2014-06-30$41,806,799
Total loss/gain on sale of assets2014-06-30$5,663,701
Total of all expenses incurred2014-06-30$4,298,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,275,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$20,000,000
Value of total assets at end of year2014-06-30$174,237,726
Value of total assets at beginning of year2014-06-30$136,763,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,022,668
Total interest from all sources2014-06-30$1,345,365
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$2,363,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$570,328
Administrative expenses professional fees incurred2014-06-30$162,468
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$79,564
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$343,108
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$28,456,960
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$16,170,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$428,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$34,015
Other income not declared elsewhere2014-06-30$1,264,140
Administrative expenses (other) incurred2014-06-30$66,268
Total non interest bearing cash at end of year2014-06-30$246,738
Total non interest bearing cash at beginning of year2014-06-30$35,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$37,508,686
Value of net assets at end of year (total assets less liabilities)2014-06-30$174,237,726
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$136,729,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$4,740,821
Assets. partnership/joint venture interests at beginning of year2014-06-30$3,042,668
Investment advisory and management fees2014-06-30$793,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$19,718,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,648,353
Interest earned on other investments2014-06-30$648,496
Income. Interest from US Government securities2014-06-30$72,025
Income. Interest from corporate debt instruments2014-06-30$594,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$6,875,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$3,848,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$3,848,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$30,735
Asset value of US Government securities at end of year2014-06-30$5,868,886
Asset value of US Government securities at beginning of year2014-06-30$9,139,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$-99,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$20,000,000
Employer contributions (assets) at end of year2014-06-30$15,000,000
Employer contributions (assets) at beginning of year2014-06-30$15,000,000
Income. Dividends from preferred stock2014-06-30$1,252
Income. Dividends from common stock2014-06-30$1,792,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,275,445
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$6,063,903
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$17,175,320
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$87,186,959
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$68,931,604
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$193,545,771
Aggregate carrying amount (costs) on sale of assets2014-06-30$187,882,070
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WIPFLI, LLP
Accountancy firm EIN2014-06-30390758449
2013 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$2,208,274
Total unrealized appreciation/depreciation of assets2013-06-30$2,208,274
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$34,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$29,346,943
Total loss/gain on sale of assets2013-06-30$6,396,924
Total of all expenses incurred2013-06-30$4,087,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,014,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$16,900,000
Value of total assets at end of year2013-06-30$136,763,055
Value of total assets at beginning of year2013-06-30$111,469,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,072,911
Total interest from all sources2013-06-30$827,356
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$2,202,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$230,169
Administrative expenses professional fees incurred2013-06-30$184,800
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-06-30$343,108
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-06-30$56,542
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$16,170,103
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$22,625,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$428,670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$371,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$34,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$35,238
Total non interest bearing cash at beginning of year2013-06-30$534,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$25,259,469
Value of net assets at end of year (total assets less liabilities)2013-06-30$136,729,040
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$111,469,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$3,042,668
Assets. partnership/joint venture interests at beginning of year2013-06-30$2,910,914
Investment advisory and management fees2013-06-30$888,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,648,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,844,939
Income. Interest from US Government securities2013-06-30$32,735
Income. Interest from corporate debt instruments2013-06-30$793,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$3,848,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$246,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$246,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$1,059
Asset value of US Government securities at end of year2013-06-30$9,139,930
Asset value of US Government securities at beginning of year2013-06-30$13,953,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$811,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$16,900,000
Employer contributions (assets) at end of year2013-06-30$15,000,000
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from preferred stock2013-06-30$15,870
Income. Dividends from common stock2013-06-30$1,956,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,014,563
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$17,175,320
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$13,281,638
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$68,931,604
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$53,644,373
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$92,251,710
Aggregate carrying amount (costs) on sale of assets2013-06-30$85,854,786
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WIPFLI, LLP
Accountancy firm EIN2013-06-30390758449
2012 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-5,744,759
Total unrealized appreciation/depreciation of assets2012-06-30$-5,744,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$-1,163,804
Total loss/gain on sale of assets2012-06-30$711,982
Total of all expenses incurred2012-06-30$3,500,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,505,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,500,000
Value of total assets at end of year2012-06-30$111,469,571
Value of total assets at beginning of year2012-06-30$116,134,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$995,579
Total interest from all sources2012-06-30$892,057
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,475,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$195,002
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$2,910,914
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$2,925,322
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$371,607
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$526,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$1,659
Administrative expenses (other) incurred2012-06-30$122,802
Total non interest bearing cash at end of year2012-06-30$534,197
Total non interest bearing cash at beginning of year2012-06-30$539,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-4,664,476
Value of net assets at end of year (total assets less liabilities)2012-06-30$111,469,571
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$116,134,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$677,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,844,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,877,699
Income. Interest from US Government securities2012-06-30$201,101
Income. Interest from corporate debt instruments2012-06-30$690,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$246,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$14,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$14,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$290
Asset value of US Government securities at end of year2012-06-30$13,953,745
Asset value of US Government securities at beginning of year2012-06-30$10,486,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,500,000
Employer contributions (assets) at beginning of year2012-06-30$8,100,000
Income. Dividends from common stock2012-06-30$1,475,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,505,093
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$56,542
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$170,862
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$19,735,911
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$12,465,577
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$69,815,336
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$79,027,178
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$144,353,519
Aggregate carrying amount (costs) on sale of assets2012-06-30$143,641,537
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WIPFLI, LLP
Accountancy firm EIN2012-06-30390758449
2011 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$13,857,683
Total unrealized appreciation/depreciation of assets2011-06-30$13,857,683
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$31,533
Total income from all sources (including contributions)2011-06-30$31,949,935
Total loss/gain on sale of assets2011-06-30$3,531,796
Total of all expenses incurred2011-06-30$3,028,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,152,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$12,500,000
Value of total assets at end of year2011-06-30$116,134,047
Value of total assets at beginning of year2011-06-30$87,244,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$875,945
Total interest from all sources2011-06-30$995,164
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$1,061,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$185,073
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$2,925,322
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$526,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$227,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$31,533
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$46,626
Total non interest bearing cash at end of year2011-06-30$539,697
Total non interest bearing cash at beginning of year2011-06-30$329,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$28,921,464
Value of net assets at end of year (total assets less liabilities)2011-06-30$116,134,047
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$87,212,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$644,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,877,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,788,749
Income. Interest from US Government securities2011-06-30$207,202
Income. Interest from corporate debt instruments2011-06-30$787,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$14,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$177,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$177,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$713
Asset value of US Government securities at end of year2011-06-30$10,486,303
Asset value of US Government securities at beginning of year2011-06-30$9,935,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$3,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$12,500,000
Employer contributions (assets) at end of year2011-06-30$8,100,000
Employer contributions (assets) at beginning of year2011-06-30$8,350,000
Income. Dividends from common stock2011-06-30$1,061,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,152,526
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$170,862
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$56,230
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$12,465,577
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$8,080,356
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$79,027,178
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$58,299,565
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$123,504,519
Aggregate carrying amount (costs) on sale of assets2011-06-30$119,972,723
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WIPFLI, LLP
Accountancy firm EIN2011-06-30390758449
2010 : UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN

2022: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: UNITED HOSPITAL SYSTEM, INC. EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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