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PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH
Plan identification number 002

PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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

ST LUKE'S HOSPITAL OF DULUTH has sponsored the creation of one or more 401k plans.

Company Name:ST LUKE'S HOSPITAL OF DULUTH
Employer identification number (EIN):410714079
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARLA HALVORSON ERIC LOHN2018-10-05
0022016-01-01MARLA HALVORSON ERIC LOHN2017-10-13
0022015-01-01MARLA HALVORSON ERIC LOHN2016-10-11
0022014-01-01MARLA HALVORSON ERIC LOHN2015-10-13
0022013-01-01MARLA HALVORSON ERIC LOHN2014-10-13
0022012-01-01MARLA HALVORSON ERIC LOHN2013-10-14
0022011-01-01ROSLYN SCOTT SUSAN BENJAMIN2012-10-11
0022010-01-01MARLA HALVORSON JAMES WUELLNER2011-10-11
0022009-01-01MARLA HALVORSON JAMES WUELLNER2010-10-11

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH

Measure Date Value
2023: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2023 401k membership
Total participants, beginning-of-year2023-01-011,309
Total number of active participants reported on line 7a of the Form 55002023-01-01371
Number of retired or separated participants receiving benefits2023-01-01675
Number of other retired or separated participants entitled to future benefits2023-01-01209
Total of all active and inactive participants2023-01-011,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0132
Total participants2023-01-011,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2022 401k membership
Market value of plan assets2022-12-31171,368,197
Acturial value of plan assets2022-12-31161,503,344
Funding target for retired participants and beneficiaries receiving payment2022-12-3196,994,545
Number of terminated vested participants2022-12-31378
Fundng target for terminated vested participants2022-12-3116,232,928
Active participant vested funding target2022-12-3135,418,151
Number of active participants2022-12-31306
Total funding liabilities for active participants2022-12-3135,418,151
Total participant count2022-12-311,551
Total funding target for all participants2022-12-31148,645,624
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-312,183,526
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-312,183,526
Present value of excess contributions2022-12-31903,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31954,463
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31679,995
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 year2022-12-313,081,000
Total employer contributions2022-12-310
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 date2022-12-310
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 cost2022-12-311,297,912
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 requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,548
Total number of active participants reported on line 7a of the Form 55002022-01-01430
Number of retired or separated participants receiving benefits2022-01-01644
Number of other retired or separated participants entitled to future benefits2022-01-01199
Total of all active and inactive participants2022-01-011,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0136
Total participants2022-01-011,309
2021: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2021 401k membership
Market value of plan assets2021-12-31160,949,572
Acturial value of plan assets2021-12-31144,854,615
Funding target for retired participants and beneficiaries receiving payment2021-12-3188,539,124
Number of terminated vested participants2021-12-31400
Fundng target for terminated vested participants2021-12-3116,290,697
Active participant vested funding target2021-12-3138,543,823
Number of active participants2021-12-31346
Total funding liabilities for active participants2021-12-3138,543,823
Total participant count2021-12-311,571
Total funding target for all participants2021-12-31143,373,644
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-312,064,995
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,183,526
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-312,183,526
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 year2021-12-312,183,526
Total employer contributions2021-12-313,136,000
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 date2021-12-313,045,435
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 cost2021-12-311,397,658
Net shortfall amortization installment of oustanding balance2021-12-317,619,485
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-312,141,502
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-312,141,502
Contributions allocatedtoward minimum required contributions for current year2021-12-313,045,435
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,568
Total number of active participants reported on line 7a of the Form 55002021-01-01475
Number of retired or separated participants receiving benefits2021-01-01813
Number of other retired or separated participants entitled to future benefits2021-01-01208
Total of all active and inactive participants2021-01-011,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0152
Total participants2021-01-011,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2020 401k membership
Market value of plan assets2020-12-31138,064,702
Acturial value of plan assets2020-12-31130,916,084
Funding target for retired participants and beneficiaries receiving payment2020-12-3183,121,062
Number of terminated vested participants2020-12-31391
Fundng target for terminated vested participants2020-12-3113,543,476
Active participant vested funding target2020-12-3142,174,336
Number of active participants2020-12-31396
Total funding liabilities for active participants2020-12-3142,174,336
Total participant count2020-12-311,583
Total funding target for all participants2020-12-31138,838,874
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-315,938
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-316,268
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-310
Total employer contributions2020-12-314,774,000
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 date2020-12-314,520,458
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 cost2020-12-311,711,619
Net shortfall amortization installment of oustanding balance2020-12-317,922,790
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,455,463
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-312,455,463
Contributions allocatedtoward minimum required contributions for current year2020-12-314,520,458
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,580
Total number of active participants reported on line 7a of the Form 55002020-01-01530
Number of retired or separated participants receiving benefits2020-01-01770
Number of other retired or separated participants entitled to future benefits2020-01-01210
Total of all active and inactive participants2020-01-011,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0158
Total participants2020-01-011,568
2019: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2019 401k membership
Market value of plan assets2019-12-31114,742,511
Acturial value of plan assets2019-12-31120,360,190
Funding target for retired participants and beneficiaries receiving payment2019-12-3178,092,021
Number of terminated vested participants2019-12-31406
Fundng target for terminated vested participants2019-12-3114,304,771
Active participant vested funding target2019-12-3146,665,966
Number of active participants2019-12-31435
Total funding liabilities for active participants2019-12-3146,665,966
Total participant count2019-12-311,587
Total funding target for all participants2019-12-31139,062,758
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-3119,368
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3120,480
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 year2019-12-310
Total employer contributions2019-12-314,026,972
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 date2019-12-313,888,368
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 cost2019-12-312,019,241
Net shortfall amortization installment of oustanding balance2019-12-3118,702,568
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,985,583
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-315,985,583
Contributions allocatedtoward minimum required contributions for current year2019-12-313,888,368
Unpaid minimum required contributions for current year2019-12-312,097,215
Unpaid minimum required contributions for all years2019-12-312,097,215
Total participants, beginning-of-year2019-01-011,587
Total number of active participants reported on line 7a of the Form 55002019-01-01585
Number of retired or separated participants receiving benefits2019-01-01746
Number of other retired or separated participants entitled to future benefits2019-01-01196
Total of all active and inactive participants2019-01-011,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0153
Total participants2019-01-011,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2018 401k membership
Market value of plan assets2018-12-31122,641,787
Acturial value of plan assets2018-12-31116,417,571
Funding target for retired participants and beneficiaries receiving payment2018-12-3168,781,695
Number of terminated vested participants2018-12-31198
Fundng target for terminated vested participants2018-12-318,467,526
Active participant vested funding target2018-12-3156,083,439
Number of active participants2018-12-31705
Total funding liabilities for active participants2018-12-3156,083,439
Total participant count2018-12-311,599
Total funding target for all participants2018-12-31133,332,660
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-313,240
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-313,240
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31458
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31528
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
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 year2018-12-310
Total employer contributions2018-12-314,224,276
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 date2018-12-314,046,339
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 cost2018-12-311,899,233
Net shortfall amortization installment of oustanding balance2018-12-3116,915,089
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,026,971
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-314,026,971
Contributions allocatedtoward minimum required contributions for current year2018-12-314,046,339
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,599
Total number of active participants reported on line 7a of the Form 55002018-01-01636
Number of retired or separated participants receiving benefits2018-01-01698
Number of other retired or separated participants entitled to future benefits2018-01-01201
Total of all active and inactive participants2018-01-011,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0152
Total participants2018-01-011,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2017 401k membership
Market value of plan assets2017-12-31111,770,956
Acturial value of plan assets2017-12-31114,331,885
Funding target for retired participants and beneficiaries receiving payment2017-12-3158,339,100
Number of terminated vested participants2017-12-31271
Fundng target for terminated vested participants2017-12-3110,114,365
Active participant vested funding target2017-12-3154,927,188
Number of active participants2017-12-31777
Total funding liabilities for active participants2017-12-3154,927,188
Total participant count2017-12-311,690
Total funding target for all participants2017-12-31123,380,653
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-318,308
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-315,261
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-313,047
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-313,240
Total employer contributions2017-12-314,027,765
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 date2017-12-313,861,471
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-311,892,541
Net shortfall amortization installment of oustanding balance2017-12-319,052,008
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-313,864,253
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-313,240
Additional cash requirement2017-12-313,861,013
Contributions allocatedtoward minimum required contributions for current year2017-12-313,861,471
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,690
Total number of active participants reported on line 7a of the Form 55002017-01-01705
Number of retired or separated participants receiving benefits2017-01-01646
Number of other retired or separated participants entitled to future benefits2017-01-01195
Total of all active and inactive participants2017-01-011,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0153
Total participants2017-01-011,599
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2016 401k membership
Market value of plan assets2016-12-31110,496,467
Acturial value of plan assets2016-12-31115,347,901
Funding target for retired participants and beneficiaries receiving payment2016-12-3149,787,510
Number of terminated vested participants2016-12-31523
Fundng target for terminated vested participants2016-12-3120,400,735
Active participant vested funding target2016-12-3149,202,120
Number of active participants2016-12-31854
Total funding liabilities for active participants2016-12-3149,202,120
Total participant count2016-12-311,940
Total funding target for all participants2016-12-31119,390,365
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-313,247,539
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-313,239,284
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-318,255
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-318,308
Total employer contributions2016-12-314,449,132
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 date2016-12-314,265,123
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-312,043,887
Net shortfall amortization installment of oustanding balance2016-12-314,050,772
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-314,270,384
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-315,261
Additional cash requirement2016-12-314,265,123
Contributions allocatedtoward minimum required contributions for current year2016-12-314,265,123
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,940
Total number of active participants reported on line 7a of the Form 55002016-01-01777
Number of retired or separated participants receiving benefits2016-01-01596
Number of other retired or separated participants entitled to future benefits2016-01-01267
Total of all active and inactive participants2016-01-011,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0150
Total participants2016-01-011,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2015 401k membership
Total participants, beginning-of-year2015-01-011,993
Total number of active participants reported on line 7a of the Form 55002015-01-01854
Number of retired or separated participants receiving benefits2015-01-01523
Number of other retired or separated participants entitled to future benefits2015-01-01523
Total of all active and inactive participants2015-01-011,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0140
Total participants2015-01-011,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2014 401k membership
Total participants, beginning-of-year2014-01-012,021
Total number of active participants reported on line 7a of the Form 55002014-01-01931
Number of retired or separated participants receiving benefits2014-01-01504
Number of other retired or separated participants entitled to future benefits2014-01-01558
Total of all active and inactive participants2014-01-011,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2013 401k membership
Total participants, beginning-of-year2013-01-012,025
Total number of active participants reported on line 7a of the Form 55002013-01-01990
Number of retired or separated participants receiving benefits2013-01-01440
Number of other retired or separated participants entitled to future benefits2013-01-01591
Total of all active and inactive participants2013-01-012,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2012 401k membership
Total participants, beginning-of-year2012-01-012,033
Total number of active participants reported on line 7a of the Form 55002012-01-011,052
Number of retired or separated participants receiving benefits2012-01-01392
Number of other retired or separated participants entitled to future benefits2012-01-01581
Total of all active and inactive participants2012-01-012,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2011 401k membership
Total participants, beginning-of-year2011-01-012,038
Total number of active participants reported on line 7a of the Form 55002011-01-011,116
Number of retired or separated participants receiving benefits2011-01-01351
Number of other retired or separated participants entitled to future benefits2011-01-01566
Total of all active and inactive participants2011-01-012,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2010 401k membership
Total participants, beginning-of-year2010-01-012,043
Total number of active participants reported on line 7a of the Form 55002010-01-011,199
Number of retired or separated participants receiving benefits2010-01-01299
Number of other retired or separated participants entitled to future benefits2010-01-01540
Total of all active and inactive participants2010-01-012,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,038
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2009 401k membership
Total participants, beginning-of-year2009-01-012,058
Total number of active participants reported on line 7a of the Form 55002009-01-011,268
Number of retired or separated participants receiving benefits2009-01-01238
Number of other retired or separated participants entitled to future benefits2009-01-01537
Total of all active and inactive participants2009-01-012,043
Total participants2009-01-012,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH

Measure Date Value
2023 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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$3,706
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$13,630,083
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$9,386,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,038,097
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$132,150,660
Value of total assets at beginning of year2023-12-31$127,903,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$348,280
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$80,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$80,460
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$71,448,938
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$68,023,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$545,505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$533,396
Liabilities. Value of operating payables at end of year2023-12-31$3,706
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,243,706
Value of net assets at end of year (total assets less liabilities)2023-12-31$132,146,954
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$127,903,248
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
Investment advisory and management fees2023-12-31$348,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,497,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,760,514
Value of interest in common/collective trusts at end of year2023-12-31$58,658,837
Value of interest in common/collective trusts at beginning of year2023-12-31$57,586,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,226,932
Net investment gain or loss from common/collective trusts2023-12-31$9,322,691
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,038,097
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
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-28,565,196
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,907,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,907,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$127,903,248
Value of total assets at beginning of year2022-12-31$171,376,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$28,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$28,681
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$68,023,192
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$67,647,167
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$6,010,702
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$533,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$411,690
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$527,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-43,473,192
Value of net assets at end of year (total assets less liabilities)2022-12-31$127,903,248
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$171,376,440
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$1,760,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,147,275
Value of interest in common/collective trusts at end of year2022-12-31$57,586,146
Value of interest in common/collective trusts at beginning of year2022-12-31$100,106,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,393,277
Net investment gain or loss from common/collective trusts2022-12-31$-12,200,600
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$536,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,897,294
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,431,462
Total unrealized appreciation/depreciation of assets2021-12-31$3,431,462
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$18,961,348
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,200,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,146,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,136,000
Value of total assets at end of year2021-12-31$171,376,440
Value of total assets at beginning of year2021-12-31$161,615,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,033
Total interest from all sources2021-12-31$105,059
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,242,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,242,067
Administrative expenses professional fees incurred2021-12-31$29,365
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$67,647,167
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,129,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$411,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$748,220
Other income not declared elsewhere2021-12-31$49,154
Total non interest bearing cash at end of year2021-12-31$527,562
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,760,860
Value of net assets at end of year (total assets less liabilities)2021-12-31$171,376,440
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$161,615,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,147,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$146,226,693
Value of interest in common/collective trusts at end of year2021-12-31$100,106,746
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$105,059
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$3,362,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,856,527
Net investment gain or loss from common/collective trusts2021-12-31$3,141,079
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$3,136,000
Employer contributions (assets) at end of year2021-12-31$536,000
Employer contributions (assets) at beginning of year2021-12-31$1,171,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,146,455
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$8,977,165
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$19,010,484
Total unrealized appreciation/depreciation of assets2020-12-31$19,010,484
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$31,212,304
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,743,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,646,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,811,479
Value of total assets at end of year2020-12-31$161,615,580
Value of total assets at beginning of year2020-12-31$138,146,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$96,574
Total interest from all sources2020-12-31$631,013
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,668,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,668,553
Administrative expenses professional fees incurred2020-12-31$60,328
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,129,682
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$844,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$748,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$76,595
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$23,468,920
Value of net assets at end of year (total assets less liabilities)2020-12-31$161,615,580
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$138,146,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$36,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$146,226,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$122,675,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$199,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$199,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$631,013
Asset value of US Government securities at end of year2020-12-31$3,362,820
Asset value of US Government securities at beginning of year2020-12-31$3,628,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,090,775
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$4,811,479
Employer contributions (assets) at end of year2020-12-31$1,171,000
Employer contributions (assets) at beginning of year2020-12-31$3,306,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,646,810
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$8,977,165
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$7,415,475
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$30,578,197
Total income from all sources (including contributions)2019-12-31$30,578,197
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,194,917
Total of all expenses incurred2019-12-31$7,194,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,132,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,132,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,326,493
Value of total assets at end of year2019-12-31$138,146,660
Value of total assets at end of year2019-12-31$138,146,660
Value of total assets at beginning of year2019-12-31$114,763,380
Value of total assets at beginning of year2019-12-31$114,763,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,328
Total interest from all sources2019-12-31$410,967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,751,669
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,751,669
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,751,669
Was this plan covered by a fidelity bond2019-12-31Yes
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
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$844,285
Assets. Other investments not covered elsewhere at end of year2019-12-31$844,285
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$76,595
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$76,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$427,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$427,232
Administrative expenses (other) incurred2019-12-31$34,210
Administrative expenses (other) incurred2019-12-31$34,210
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$23,383,280
Value of net income/loss2019-12-31$23,383,280
Value of net assets at end of year (total assets less liabilities)2019-12-31$138,146,660
Value of net assets at end of year (total assets less liabilities)2019-12-31$138,146,660
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$114,763,380
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,118
Investment advisory and management fees2019-12-31$28,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$122,675,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$122,675,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$102,782,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$102,782,979
Interest earned on other investments2019-12-31$4,861
Interest earned on other investments2019-12-31$4,861
Income. Interest from US Government securities2019-12-31$129,299
Income. Interest from US Government securities2019-12-31$129,299
Income. Interest from corporate debt instruments2019-12-31$249,913
Income. Interest from corporate debt instruments2019-12-31$249,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$199,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$199,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$26,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$26,894
Asset value of US Government securities at end of year2019-12-31$3,628,403
Asset value of US Government securities at beginning of year2019-12-31$3,473,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,089,068
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
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$6,326,493
Contributions received in cash from employer2019-12-31$6,326,493
Employer contributions (assets) at end of year2019-12-31$3,306,264
Employer contributions (assets) at end of year2019-12-31$3,306,264
Employer contributions (assets) at beginning of year2019-12-31$1,326,087
Employer contributions (assets) at beginning of year2019-12-31$1,326,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,132,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,132,589
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$7,415,475
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$7,415,475
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$6,753,543
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$6,753,543
Did the plan have assets held for investment2019-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,382,509
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,513,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,483,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,224,276
Value of total assets at end of year2018-12-31$114,763,380
Value of total assets at beginning of year2018-12-31$122,659,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,366
Total interest from all sources2018-12-31$34,222
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,511,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,511,202
Administrative expenses professional fees incurred2018-12-31$29,366
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$427,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,895,870
Value of net assets at end of year (total assets less liabilities)2018-12-31$114,763,380
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$122,659,250
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$102,782,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$121,239,856
Income. Interest from US Government securities2018-12-31$11,013
Income. Interest from corporate debt instruments2018-12-31$23,209
Asset value of US Government securities at end of year2018-12-31$3,473,539
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,152,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,224,276
Employer contributions (assets) at end of year2018-12-31$1,326,087
Employer contributions (assets) at beginning of year2018-12-31$1,419,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,483,995
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$6,753,543
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$20,704,246
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,710,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,638,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,027,765
Value of total assets at end of year2017-12-31$122,659,250
Value of total assets at beginning of year2017-12-31$111,665,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,325
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,933,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,933,895
Administrative expenses professional fees incurred2017-12-31$71,325
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
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$10,993,942
Value of net assets at end of year (total assets less liabilities)2017-12-31$122,659,250
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$111,665,308
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$121,239,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$110,153,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,742,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,027,765
Employer contributions (assets) at end of year2017-12-31$1,419,394
Employer contributions (assets) at beginning of year2017-12-31$1,511,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,638,979
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,187,244
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,379,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,243,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,449,132
Value of total assets at end of year2016-12-31$111,665,308
Value of total assets at beginning of year2016-12-31$110,857,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$135,831
Total interest from all sources2016-12-31$351
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,958,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,958,953
Administrative expenses professional fees incurred2016-12-31$135,831
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
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$807,652
Value of net assets at end of year (total assets less liabilities)2016-12-31$111,665,308
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$110,857,656
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$110,153,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$110,302,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,778,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,449,132
Employer contributions (assets) at end of year2016-12-31$1,511,473
Employer contributions (assets) at beginning of year2016-12-31$554,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,243,761
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,273,682
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,354,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,249,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$554,844
Value of total assets at end of year2015-12-31$110,857,656
Value of total assets at beginning of year2015-12-31$118,938,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$105,615
Total interest from all sources2015-12-31$447
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,311,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,311,184
Administrative expenses professional fees incurred2015-12-31$105,615
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,081,049
Value of net assets at end of year (total assets less liabilities)2015-12-31$110,857,656
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$118,938,705
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$110,302,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$110,005,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,702,229
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,399,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,592,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$554,844
Employer contributions (assets) at end of year2015-12-31$554,844
Employer contributions (assets) at beginning of year2015-12-31$3,230,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,849,538
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$11,738,991
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,349,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,212,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,768,586
Value of total assets at end of year2014-12-31$118,938,705
Value of total assets at beginning of year2014-12-31$111,549,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$137,196
Total interest from all sources2014-12-31$139
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,119,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,119,282
Administrative expenses professional fees incurred2014-12-31$137,196
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
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$7,389,702
Value of net assets at end of year (total assets less liabilities)2014-12-31$118,938,705
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$111,549,003
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$110,005,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$99,023,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,702,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,863,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,850,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,768,586
Employer contributions (assets) at end of year2014-12-31$3,230,586
Employer contributions (assets) at beginning of year2014-12-31$5,661,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,212,093
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$25,728,947
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,864,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,702,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,667,925
Value of total assets at end of year2013-12-31$111,549,003
Value of total assets at beginning of year2013-12-31$89,684,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$162,400
Total interest from all sources2013-12-31$208
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,902,325
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$1,902,325
Administrative expenses professional fees incurred2013-12-31$162,400
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
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$21,864,315
Value of net assets at end of year (total assets less liabilities)2013-12-31$111,549,003
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$89,684,688
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$99,023,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$80,893,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,863,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,066,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,158,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,667,925
Employer contributions (assets) at end of year2013-12-31$5,661,925
Employer contributions (assets) at beginning of year2013-12-31$1,724,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,702,232
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,103,412
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,498,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,344,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,464,749
Value of total assets at end of year2012-12-31$89,684,688
Value of total assets at beginning of year2012-12-31$79,080,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$154,580
Total interest from all sources2012-12-31$724
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,936,944
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$1,936,944
Administrative expenses professional fees incurred2012-12-31$154,580
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
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$10,604,682
Value of net assets at end of year (total assets less liabilities)2012-12-31$89,684,688
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$79,080,006
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$80,893,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$68,544,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,066,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,277,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,700,995
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$5,464,749
Employer contributions (assets) at end of year2012-12-31$1,724,521
Employer contributions (assets) at beginning of year2012-12-31$3,258,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,344,150
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,789,876
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,026,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,877,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,284,476
Value of total assets at end of year2011-12-31$79,080,006
Value of total assets at beginning of year2011-12-31$74,316,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$149,133
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,849,198
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$1,849,198
Administrative expenses professional fees incurred2011-12-31$149,133
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
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$4,763,278
Value of net assets at end of year (total assets less liabilities)2011-12-31$79,080,006
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$74,316,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$68,544,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$63,637,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,277,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,516,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,343,798
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$7,284,476
Employer contributions (assets) at end of year2011-12-31$3,258,476
Employer contributions (assets) at beginning of year2011-12-31$3,162,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,877,465
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,364,910
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,522,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,411,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,742,000
Value of total assets at end of year2010-12-31$74,316,728
Value of total assets at beginning of year2010-12-31$63,474,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$111,100
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,831,577
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$1,831,577
Administrative expenses professional fees incurred2010-12-31$111,100
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
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$10,841,958
Value of net assets at end of year (total assets less liabilities)2010-12-31$74,316,728
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$63,474,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$63,637,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$55,726,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,516,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,748,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,791,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,742,000
Employer contributions (assets) at end of year2010-12-31$3,162,000
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,411,852
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
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 name2010-12-31LARSONALLEN, LLP
Accountancy firm EIN2010-12-31410746749
2009 : PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH

2023: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF ST. LUKES HOSPITAL OF DULUTH 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 110
Policy instance 1
Insurance contract or identification numberIP 110
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 110
Policy instance 1
Insurance contract or identification numberIP 110
Number of Individuals Covered1993
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 110
Policy instance 1
Insurance contract or identification numberIP 110
Number of Individuals Covered2021
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 110
Policy instance 1
Insurance contract or identification numberIP 110
Number of Individuals Covered2025
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 110
Policy instance 1
Insurance contract or identification numberIP 110
Number of Individuals Covered2033
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 110
Policy instance 1
Insurance contract or identification numberIP 110
Number of Individuals Covered2038
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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