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MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameMERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN
Plan identification number 001

MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT 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

MERCY HEALTH SYSTEM CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MERCY HEALTH SYSTEM CORPORATION
Employer identification number (EIN):390816848
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATHY HARRIS
0012016-01-01KATHY HARRIS
0012015-01-01KATHY HARRIS
0012014-01-01KATHY HARRIS
0012013-01-01KATHY HARRIS
0012012-01-01KATHY HARRIS
0012011-01-01KATHY HARRIS
0012009-01-01KATHY HARRIS

Plan Statistics for MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01658
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31114,738,646
Acturial value of plan assets2022-12-31112,838,136
Funding target for retired participants and beneficiaries receiving payment2022-12-3113,612,878
Number of terminated vested participants2022-12-31819
Fundng target for terminated vested participants2022-12-3114,746,952
Active participant vested funding target2022-12-3159,295,812
Number of active participants2022-12-311,644
Total funding liabilities for active participants2022-12-3159,455,895
Total participant count2022-12-312,659
Total funding target for all participants2022-12-3187,815,725
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3122,397,223
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31733,464
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3121,663,759
Present value of excess contributions2022-12-31827,723
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31866,757
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3122,519,477
Total employer contributions2022-12-3186,240
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3181,504
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31105,346
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3181,504
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,659
Total number of active participants reported on line 7a of the Form 55002022-01-01173
Number of retired or separated participants receiving benefits2022-01-01202
Number of other retired or separated participants entitled to future benefits2022-01-01274
Total of all active and inactive participants2022-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31123,562,282
Acturial value of plan assets2021-12-31114,741,658
Funding target for retired participants and beneficiaries receiving payment2021-12-3113,379,587
Number of terminated vested participants2021-12-31802
Fundng target for terminated vested participants2021-12-3113,956,394
Active participant vested funding target2021-12-3166,605,766
Number of active participants2021-12-311,905
Total funding liabilities for active participants2021-12-3166,846,490
Total participant count2021-12-312,898
Total funding target for all participants2021-12-3194,182,471
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3120,783,347
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31672,704
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3120,110,643
Present value of excess contributions2021-12-312,693,186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,876,555
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3122,397,223
Total employer contributions2021-12-31875,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31827,723
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31250,000
Net shortfall amortization installment of oustanding balance2021-12-311,838,036
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31421,381
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31733,464
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31827,723
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,898
Total number of active participants reported on line 7a of the Form 55002021-01-011,644
Number of retired or separated participants receiving benefits2021-01-01188
Number of other retired or separated participants entitled to future benefits2021-01-01815
Total of all active and inactive participants2021-01-012,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-012,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31122,591,240
Acturial value of plan assets2020-12-31117,844,533
Funding target for retired participants and beneficiaries receiving payment2020-12-3112,764,630
Number of terminated vested participants2020-12-31690
Fundng target for terminated vested participants2020-12-3112,011,598
Active participant vested funding target2020-12-3179,443,824
Number of active participants2020-12-312,287
Total funding liabilities for active participants2020-12-3179,736,474
Total participant count2020-12-313,150
Total funding target for all participants2020-12-31104,512,702
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3115,171,866
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3115,171,866
Present value of excess contributions2020-12-312,589,595
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,731,246
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-312,700,000
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3120,783,347
Total employer contributions2020-12-313,750,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-313,487,407
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31260,000
Net shortfall amortization installment of oustanding balance2020-12-317,451,516
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,466,925
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31672,704
Additional cash requirement2020-12-31794,221
Contributions allocatedtoward minimum required contributions for current year2020-12-313,487,407
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013,150
Total number of active participants reported on line 7a of the Form 55002020-01-011,905
Number of retired or separated participants receiving benefits2020-01-01185
Number of other retired or separated participants entitled to future benefits2020-01-01798
Total of all active and inactive participants2020-01-012,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-012,898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31112,599,571
Acturial value of plan assets2019-12-31118,475,036
Funding target for retired participants and beneficiaries receiving payment2019-12-3111,857,313
Number of terminated vested participants2019-12-31630
Fundng target for terminated vested participants2019-12-3111,911,177
Active participant vested funding target2019-12-3185,589,224
Number of active participants2019-12-312,544
Total funding liabilities for active participants2019-12-3185,913,434
Total participant count2019-12-313,333
Total funding target for all participants2019-12-31109,681,924
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3115,931,814
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3115,931,814
Present value of excess contributions2019-12-314,091,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,325,085
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3115,171,866
Total employer contributions2019-12-313,761,500
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-313,489,595
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31900,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31900,000
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31900,000
Contributions allocatedtoward minimum required contributions for current year2019-12-313,489,595
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013,333
Total number of active participants reported on line 7a of the Form 55002019-01-012,287
Number of retired or separated participants receiving benefits2019-01-01168
Number of other retired or separated participants entitled to future benefits2019-01-01686
Total of all active and inactive participants2019-01-013,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-013,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31127,184,126
Acturial value of plan assets2018-12-31120,319,288
Funding target for retired participants and beneficiaries receiving payment2018-12-3110,635,057
Number of terminated vested participants2018-12-31613
Fundng target for terminated vested participants2018-12-3111,974,703
Active participant vested funding target2018-12-3184,332,028
Number of active participants2018-12-312,837
Total funding liabilities for active participants2018-12-3185,155,937
Total participant count2018-12-313,605
Total funding target for all participants2018-12-31107,765,697
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3113,944,695
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3113,944,695
Present value of excess contributions2018-12-313,232,795
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,423,853
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3115,931,814
Total employer contributions2018-12-314,434,400
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-314,091,850
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-314,091,850
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,605
Total number of active participants reported on line 7a of the Form 55002018-01-012,544
Number of retired or separated participants receiving benefits2018-01-01155
Number of other retired or separated participants entitled to future benefits2018-01-01625
Total of all active and inactive participants2018-01-013,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-013,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0140
2017: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31120,601,849
Acturial value of plan assets2017-12-31121,827,081
Funding target for retired participants and beneficiaries receiving payment2017-12-318,727,827
Number of terminated vested participants2017-12-31591
Fundng target for terminated vested participants2017-12-3111,199,784
Active participant vested funding target2017-12-3188,233,150
Number of active participants2017-12-313,114
Total funding liabilities for active participants2017-12-3189,674,440
Total participant count2017-12-313,830
Total funding target for all participants2017-12-31109,602,051
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3112,106,668
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3112,106,668
Present value of excess contributions2017-12-315,034,822
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315,342,450
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31700,000
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3113,944,695
Total employer contributions2017-12-313,500,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,232,795
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-313,232,795
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013,830
Total number of active participants reported on line 7a of the Form 55002017-01-012,837
Number of retired or separated participants receiving benefits2017-01-01150
Number of other retired or separated participants entitled to future benefits2017-01-01609
Total of all active and inactive participants2017-01-013,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-013,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0182
2016: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31112,189,134
Acturial value of plan assets2016-12-31118,895,470
Funding target for retired participants and beneficiaries receiving payment2016-12-317,357,976
Number of terminated vested participants2016-12-31516
Fundng target for terminated vested participants2016-12-318,535,253
Active participant vested funding target2016-12-3182,894,818
Number of active participants2016-12-313,074
Total funding liabilities for active participants2016-12-3184,342,069
Total participant count2016-12-313,708
Total funding target for all participants2016-12-31100,235,298
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3112,165,676
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3112,165,676
Present value of excess contributions2016-12-3110,287,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3110,936,917
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31250,000
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3112,106,668
Total employer contributions2016-12-315,425,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-315,034,822
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-316,531,957
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-315,034,822
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013,708
Total number of active participants reported on line 7a of the Form 55002016-01-012,874
Number of retired or separated participants receiving benefits2016-01-01120
Number of other retired or separated participants entitled to future benefits2016-01-01587
Total of all active and inactive participants2016-01-013,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-013,590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0167
2015: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,664
Total number of active participants reported on line 7a of the Form 55002015-01-012,877
Number of retired or separated participants receiving benefits2015-01-01113
Number of other retired or separated participants entitled to future benefits2015-01-01512
Total of all active and inactive participants2015-01-013,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-013,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0184
2014: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,643
Total number of active participants reported on line 7a of the Form 55002014-01-013,071
Number of retired or separated participants receiving benefits2014-01-01111
Number of other retired or separated participants entitled to future benefits2014-01-01473
Total of all active and inactive participants2014-01-013,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-013,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0195
2013: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,588
Total number of active participants reported on line 7a of the Form 55002013-01-013,084
Number of retired or separated participants receiving benefits2013-01-01105
Number of other retired or separated participants entitled to future benefits2013-01-01443
Total of all active and inactive participants2013-01-013,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-013,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0197
2012: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,413
Total number of active participants reported on line 7a of the Form 55002012-01-013,056
Number of retired or separated participants receiving benefits2012-01-0198
Number of other retired or separated participants entitled to future benefits2012-01-01424
Total of all active and inactive participants2012-01-013,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-013,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0159
2011: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,416
Total number of active participants reported on line 7a of the Form 55002011-01-012,902
Number of retired or separated participants receiving benefits2011-01-0187
Number of other retired or separated participants entitled to future benefits2011-01-01415
Total of all active and inactive participants2011-01-013,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-013,413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0181
2009: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,262
Total number of active participants reported on line 7a of the Form 55002009-01-013,049
Number of retired or separated participants receiving benefits2009-01-0179
Number of other retired or separated participants entitled to future benefits2009-01-01288
Total of all active and inactive participants2009-01-013,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-013,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0168

Financial Data on MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,446,796
Total loss/gain on sale of assets2023-12-31$-2,793,475
Total of all expenses incurred2023-12-31$30,430,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$30,420,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$16,057
Value of total assets at beginning of year2023-12-31$29,000,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$10,754
Total interest from all sources2023-12-31$21,144
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$72
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$7,508
Administrative expenses (other) incurred2023-12-31$10,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-28,984,174
Value of net assets at end of year (total assets less liabilities)2023-12-31$16,057
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$29,000,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$26,958,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$15,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,948,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,948,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$21,144
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$30,072,000
Net investment gain or loss from common/collective trusts2023-12-31$4,219,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$86,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$348,216
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$28,383,857
Aggregate carrying amount (costs) on sale of assets2023-12-31$31,177,332
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI LLP
Accountancy firm EIN2023-12-31390758449
2022 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$4,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,716,570
Total loss/gain on sale of assets2022-12-31$-4,182,952
Total of all expenses incurred2022-12-31$77,028,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$76,793,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$86,240
Value of total assets at end of year2022-12-31$29,000,231
Value of total assets at beginning of year2022-12-31$114,740,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$234,442
Total interest from all sources2022-12-31$727,408
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$95
Administrative expenses (other) incurred2022-12-31$234,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-85,744,950
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,000,231
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$114,740,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in common/collective trusts at end of year2022-12-31$26,958,206
Value of interest in common/collective trusts at beginning of year2022-12-31$108,992,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,948,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,872,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,872,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$727,408
Net investment gain or loss from common/collective trusts2022-12-31$-5,347,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$86,240
Employer contributions (assets) at end of year2022-12-31$86,240
Employer contributions (assets) at beginning of year2022-12-31$875,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$76,793,938
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$241,614,121
Aggregate carrying amount (costs) on sale of assets2022-12-31$245,797,073
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,412,537
Total loss/gain on sale of assets2021-12-31$10,435,827
Total of all expenses incurred2021-12-31$14,312,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,063,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$888,902
Value of total assets at end of year2021-12-31$114,740,317
Value of total assets at beginning of year2021-12-31$123,640,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$249,235
Total interest from all sources2021-12-31$1,340
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$95
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$24
Administrative expenses (other) incurred2021-12-31$249,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-8,900,074
Value of net assets at end of year (total assets less liabilities)2021-12-31$114,740,317
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,640,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in common/collective trusts at end of year2021-12-31$108,992,843
Value of interest in common/collective trusts at beginning of year2021-12-31$117,635,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,872,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,254,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,254,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,340
Net investment gain or loss from common/collective trusts2021-12-31$-5,913,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$888,902
Employer contributions (assets) at end of year2021-12-31$875,000
Employer contributions (assets) at beginning of year2021-12-31$3,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,063,376
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$100,289,358
Aggregate carrying amount (costs) on sale of assets2021-12-31$89,853,531
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,636,236
Total loss/gain on sale of assets2020-12-31$36,460,563
Total of all expenses incurred2020-12-31$15,668,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,406,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,754,584
Value of total assets at end of year2020-12-31$123,640,391
Value of total assets at beginning of year2020-12-31$122,672,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$261,602
Total interest from all sources2020-12-31$7,864
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,053
Administrative expenses (other) incurred2020-12-31$261,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$968,126
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,640,391
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$122,672,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in common/collective trusts at end of year2020-12-31$117,635,522
Value of interest in common/collective trusts at beginning of year2020-12-31$117,766,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,254,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,141,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,141,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,864
Net investment gain or loss from common/collective trusts2020-12-31$-23,586,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,754,584
Employer contributions (assets) at end of year2020-12-31$3,750,000
Employer contributions (assets) at beginning of year2020-12-31$3,761,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,406,508
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$189,402,903
Aggregate carrying amount (costs) on sale of assets2020-12-31$152,942,340
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,653,868
Total unrealized appreciation/depreciation of assets2019-12-31$17,653,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$23,716,908
Total income from all sources (including contributions)2019-12-31$23,716,908
Total loss/gain on sale of assets2019-12-31$2,259,428
Total loss/gain on sale of assets2019-12-31$2,259,428
Total of all expenses incurred2019-12-31$13,753,529
Total of all expenses incurred2019-12-31$13,753,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,859,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,859,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,761,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,761,500
Value of total assets at end of year2019-12-31$122,672,265
Value of total assets at end of year2019-12-31$122,672,265
Value of total assets at beginning of year2019-12-31$112,708,886
Value of total assets at beginning of year2019-12-31$112,708,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$894,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$894,152
Total interest from all sources2019-12-31$42,112
Total interest from all sources2019-12-31$42,112
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$894,152
Administrative expenses professional fees incurred2019-12-31$894,152
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$117,766,734
Assets. Other investments not covered elsewhere at end of year2019-12-31$117,766,734
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$106,904,153
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$106,904,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,053
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,963,379
Value of net assets at end of year (total assets less liabilities)2019-12-31$122,672,265
Value of net assets at end of year (total assets less liabilities)2019-12-31$122,672,265
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$112,708,886
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$112,708,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Income. Interest from US Government securities2019-12-31$42,112
Income. Interest from US Government securities2019-12-31$42,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,141,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,141,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,367,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,367,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,367,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,367,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,761,500
Contributions received in cash from employer2019-12-31$3,761,500
Employer contributions (assets) at end of year2019-12-31$3,761,500
Employer contributions (assets) at end of year2019-12-31$3,761,500
Employer contributions (assets) at beginning of year2019-12-31$4,434,400
Employer contributions (assets) at beginning of year2019-12-31$4,434,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,859,377
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$35,806,016
Aggregate proceeds on sale of assets2019-12-31$35,806,016
Aggregate carrying amount (costs) on sale of assets2019-12-31$33,546,588
Aggregate carrying amount (costs) on sale of assets2019-12-31$33,546,588
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-12,227,148
Total unrealized appreciation/depreciation of assets2018-12-31$-12,227,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,253,130
Total loss/gain on sale of assets2018-12-31$6,516,009
Total of all expenses incurred2018-12-31$13,298,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,298,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,434,400
Value of total assets at end of year2018-12-31$112,708,886
Value of total assets at beginning of year2018-12-31$127,260,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$242
Total interest from all sources2018-12-31$23,609
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$242
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$106,904,153
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$122,649,054
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,551,387
Value of net assets at end of year (total assets less liabilities)2018-12-31$112,708,886
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$127,260,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned on other investments2018-12-31$1,642
Income. Interest from US Government securities2018-12-31$21,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,367,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,110,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,110,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,434,400
Employer contributions (assets) at end of year2018-12-31$4,434,400
Employer contributions (assets) at beginning of year2018-12-31$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,298,015
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$48,378,399
Aggregate carrying amount (costs) on sale of assets2018-12-31$41,862,390
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$10,372,800
Total unrealized appreciation/depreciation of assets2017-12-31$10,372,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,589,800
Total loss/gain on sale of assets2017-12-31$5,693,024
Total of all expenses incurred2017-12-31$13,013,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,013,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,513,254
Value of total assets at end of year2017-12-31$127,260,273
Value of total assets at beginning of year2017-12-31$120,684,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$283
Total interest from all sources2017-12-31$10,722
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$283
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$122,649,054
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$114,162,266
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,254
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,575,874
Value of net assets at end of year (total assets less liabilities)2017-12-31$127,260,273
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$120,684,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned on other investments2017-12-31$1,107
Income. Interest from US Government securities2017-12-31$9,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,110,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,096,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,096,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,500,000
Employer contributions (assets) at end of year2017-12-31$3,500,000
Employer contributions (assets) at beginning of year2017-12-31$5,425,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,013,643
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$67,747,613
Aggregate carrying amount (costs) on sale of assets2017-12-31$62,054,589
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$8,598,837
Total unrealized appreciation/depreciation of assets2016-12-31$8,598,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,278,684
Total loss/gain on sale of assets2016-12-31$1,250,330
Total of all expenses incurred2016-12-31$7,046,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,046,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,425,000
Value of total assets at end of year2016-12-31$120,684,399
Value of total assets at beginning of year2016-12-31$112,452,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$209
Total interest from all sources2016-12-31$4,517
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$209
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$114,162,266
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$100,679,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$213
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,232,181
Value of net assets at end of year (total assets less liabilities)2016-12-31$120,684,399
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$112,452,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned on other investments2016-12-31$1,991
Income. Interest from US Government securities2016-12-31$2,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,096,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$573,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$573,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,425,000
Employer contributions (assets) at end of year2016-12-31$5,425,000
Employer contributions (assets) at beginning of year2016-12-31$11,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,046,294
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$30,228,658
Aggregate carrying amount (costs) on sale of assets2016-12-31$28,978,328
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,182,412
Total unrealized appreciation/depreciation of assets2015-12-31$-4,182,412
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,547,542
Total loss/gain on sale of assets2015-12-31$1,527,350
Total of all expenses incurred2015-12-31$9,526,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,526,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,200,000
Value of total assets at end of year2015-12-31$112,452,218
Value of total assets at beginning of year2015-12-31$113,430,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37
Total interest from all sources2015-12-31$2,604
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$37
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$100,679,006
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$101,827,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-978,601
Value of net assets at end of year (total assets less liabilities)2015-12-31$112,452,218
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$113,430,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest earned on other investments2015-12-31$2,428
Income. Interest from US Government securities2015-12-31$176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$573,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$403,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$403,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,200,000
Employer contributions (assets) at end of year2015-12-31$11,200,000
Employer contributions (assets) at beginning of year2015-12-31$11,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,526,106
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$31,224,053
Aggregate carrying amount (costs) on sale of assets2015-12-31$29,696,703
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,831,003
Total unrealized appreciation/depreciation of assets2014-12-31$4,831,003
Total transfer of assets to this plan2014-12-31$27,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$17,382,863
Total loss/gain on sale of assets2014-12-31$1,350,100
Total of all expenses incurred2014-12-31$9,608,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,608,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,200,000
Value of total assets at end of year2014-12-31$113,430,819
Value of total assets at beginning of year2014-12-31$105,628,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56
Total interest from all sources2014-12-31$1,760
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$56
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$101,827,437
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$93,750,949
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,774,384
Value of net assets at end of year (total assets less liabilities)2014-12-31$113,430,819
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$105,628,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$1,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$403,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$677,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$677,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$149
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,200,000
Employer contributions (assets) at end of year2014-12-31$11,200,000
Employer contributions (assets) at beginning of year2014-12-31$11,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,608,423
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$32,167,142
Aggregate carrying amount (costs) on sale of assets2014-12-31$30,817,042
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$83,753
Total unrealized appreciation/depreciation of assets2013-12-31$83,753
Total transfer of assets to this plan2013-12-31$77,467
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$22,148,964
Total loss/gain on sale of assets2013-12-31$10,544,130
Total of all expenses incurred2013-12-31$6,628,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,597,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,200,000
Value of total assets at end of year2013-12-31$105,628,892
Value of total assets at beginning of year2013-12-31$90,030,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,183
Total interest from all sources2013-12-31$28,946
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$223,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$181,771
Administrative expenses professional fees incurred2013-12-31$7,884
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$93,750,949
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$13,972,967
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$83,517
Other income not declared elsewhere2013-12-31$68,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,520,591
Value of net assets at end of year (total assets less liabilities)2013-12-31$105,628,892
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$90,030,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$23,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$56,039,154
Interest earned on other investments2013-12-31$28,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$677,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,964,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,964,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$184
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$1,757,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,200,000
Employer contributions (assets) at end of year2013-12-31$11,200,000
Employer contributions (assets) at beginning of year2013-12-31$9,370,000
Income. Dividends from common stock2013-12-31$42,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,597,190
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$972,091
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,871,466
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$177,862,215
Aggregate carrying amount (costs) on sale of assets2013-12-31$167,318,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$726,462
Total unrealized appreciation/depreciation of assets2012-12-31$726,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,309
Total income from all sources (including contributions)2012-12-31$19,926,654
Total loss/gain on sale of assets2012-12-31$1,161,695
Total of all expenses incurred2012-12-31$6,491,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,376,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,110,000
Value of total assets at end of year2012-12-31$90,030,834
Value of total assets at beginning of year2012-12-31$76,597,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115,512
Total interest from all sources2012-12-31$80,553
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,345,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,196,019
Administrative expenses professional fees incurred2012-12-31$25,157
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$13,972,967
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$13,009,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$83,517
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$34,051
Other income not declared elsewhere2012-12-31$35,404
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$1,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,434,668
Value of net assets at end of year (total assets less liabilities)2012-12-31$90,030,834
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$76,596,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$90,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$56,039,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$48,033,475
Interest earned on other investments2012-12-31$10,683
Income. Interest from US Government securities2012-12-31$42,317
Income. Interest from corporate debt instruments2012-12-31$27,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,964,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,211,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,211,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$454
Asset value of US Government securities at end of year2012-12-31$1,757,486
Asset value of US Government securities at beginning of year2012-12-31$1,715,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,467,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,110,000
Employer contributions (assets) at end of year2012-12-31$9,370,000
Employer contributions (assets) at beginning of year2012-12-31$5,881,000
Income. Dividends from common stock2012-12-31$149,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,376,474
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$972,091
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,076,630
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,871,466
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,636,730
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$27,037,786
Aggregate carrying amount (costs) on sale of assets2012-12-31$25,876,091
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$974,952
Total unrealized appreciation/depreciation of assets2011-12-31$974,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$104,737
Total income from all sources (including contributions)2011-12-31$10,820,500
Total loss/gain on sale of assets2011-12-31$1,222,086
Total of all expenses incurred2011-12-31$5,289,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,080,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,729,000
Value of total assets at end of year2011-12-31$76,597,475
Value of total assets at beginning of year2011-12-31$71,169,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$208,289
Total interest from all sources2011-12-31$123,002
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,020,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$824,678
Administrative expenses professional fees incurred2011-12-31$49,098
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$13,009,010
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,839,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$34,051
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$62,872
Other income not declared elsewhere2011-12-31$95,431
Liabilities. Value of operating payables at end of year2011-12-31$1,309
Liabilities. Value of operating payables at beginning of year2011-12-31$104,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,531,316
Value of net assets at end of year (total assets less liabilities)2011-12-31$76,596,166
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$71,064,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$159,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$48,033,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,559,162
Interest earned on other investments2011-12-31$26,228
Income. Interest from US Government securities2011-12-31$52,062
Income. Interest from corporate debt instruments2011-12-31$44,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,211,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,462,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,462,937
Asset value of US Government securities at end of year2011-12-31$1,715,381
Asset value of US Government securities at beginning of year2011-12-31$2,114,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,344,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,729,000
Employer contributions (assets) at end of year2011-12-31$5,881,000
Employer contributions (assets) at beginning of year2011-12-31$4,964,000
Income. Dividends from common stock2011-12-31$195,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,080,895
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,076,630
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,445,122
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,636,730
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$21,721,134
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$37,666,602
Aggregate carrying amount (costs) on sale of assets2011-12-31$36,444,516
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,596,910
Total unrealized appreciation/depreciation of assets2010-12-31$2,596,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$104,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$192,095
Total income from all sources (including contributions)2010-12-31$17,024,900
Total loss/gain on sale of assets2010-12-31$813,789
Total of all expenses incurred2010-12-31$5,569,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,335,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,756,000
Value of total assets at end of year2010-12-31$71,169,587
Value of total assets at beginning of year2010-12-31$59,801,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$234,730
Total interest from all sources2010-12-31$336,838
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$906,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$634,632
Administrative expenses professional fees incurred2010-12-31$72,899
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,839,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$62,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$103,631
Other income not declared elsewhere2010-12-31$4,870
Liabilities. Value of operating payables at end of year2010-12-31$104,737
Liabilities. Value of operating payables at beginning of year2010-12-31$192,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,455,033
Value of net assets at end of year (total assets less liabilities)2010-12-31$71,064,850
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$59,609,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$161,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$33,559,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,484,560
Interest earned on other investments2010-12-31$98,601
Income. Interest from US Government securities2010-12-31$104,980
Income. Interest from corporate debt instruments2010-12-31$133,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,462,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,194,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,194,899
Asset value of US Government securities at end of year2010-12-31$2,114,396
Asset value of US Government securities at beginning of year2010-12-31$4,743,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,610,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,756,000
Employer contributions (assets) at end of year2010-12-31$4,964,000
Employer contributions (assets) at beginning of year2010-12-31$3,440,000
Income. Dividends from common stock2010-12-31$271,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,335,137
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,445,122
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,036,823
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$21,721,134
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$19,798,391
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$38,425,987
Aggregate carrying amount (costs) on sale of assets2010-12-31$37,612,198
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN

2023: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MERCY HEALTH SYSTEM EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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