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SUN HEALTH CORPORATION PENSION PLAN 401k Plan overview

Plan NameSUN HEALTH CORPORATION PENSION PLAN
Plan identification number 001

SUN HEALTH CORPORATION PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BANNER HEALTH has sponsored the creation of one or more 401k plans.

Company Name:BANNER HEALTH
Employer identification number (EIN):450233470
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about BANNER HEALTH

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-11-18
Company Identification Number: 0802334557
Legal Registered Office Address: 2901 N CENTRAL AVE STE 160

PHOENIX
United States of America (USA)
85012

More information about BANNER HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN HEALTH CORPORATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01MIKE OCONNOR
0012014-01-01MIKE OCONNOR
0012013-01-01MIKE OCONNOR
0012012-01-01LAURA ANDERSON
0012011-01-01LAURA ANDERSON
0012010-01-01VICKI WEBER
0012009-01-01VICKI WEBER

Plan Statistics for SUN HEALTH CORPORATION PENSION PLAN

401k plan membership statisitcs for SUN HEALTH CORPORATION PENSION PLAN

Measure Date Value
2023: SUN HEALTH CORPORATION PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,759
Total number of active participants reported on line 7a of the Form 55002023-01-01339
Number of retired or separated participants receiving benefits2023-01-01144
Number of other retired or separated participants entitled to future benefits2023-01-01407
Total of all active and inactive participants2023-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0131
Total participants2023-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SUN HEALTH CORPORATION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3176,888,688
Acturial value of plan assets2022-12-3176,888,688
Funding target for retired participants and beneficiaries receiving payment2022-12-3145,577,397
Number of terminated vested participants2022-12-31430
Fundng target for terminated vested participants2022-12-3113,687,674
Active participant vested funding target2022-12-3110,650,698
Number of active participants2022-12-31436
Total funding liabilities for active participants2022-12-3110,705,845
Total participant count2022-12-311,790
Total funding target for all participants2022-12-3169,970,916
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3110,215,692
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-311,785,676
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-318,430,016
Present value of excess contributions2022-12-311,829,294
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-312,029,559
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-312,029,559
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 year2022-12-3111,393,621
Total employer contributions2022-12-312,000,000
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 date2022-12-311,833,402
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 cost2022-12-311,211,280
Net shortfall amortization installment of oustanding balance2022-12-314,475,849
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-311,763,822
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-311,763,822
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-311,833,402
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,790
Total number of active participants reported on line 7a of the Form 55002022-01-01384
Number of retired or separated participants receiving benefits2022-01-01886
Number of other retired or separated participants entitled to future benefits2022-01-01428
Total of all active and inactive participants2022-01-011,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0161
Total participants2022-01-011,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUN HEALTH CORPORATION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3173,633,824
Acturial value of plan assets2021-12-3173,633,824
Funding target for retired participants and beneficiaries receiving payment2021-12-3144,060,253
Number of terminated vested participants2021-12-31424
Fundng target for terminated vested participants2021-12-3114,730,785
Active participant vested funding target2021-12-3111,389,685
Number of active participants2021-12-31499
Total funding liabilities for active participants2021-12-3111,461,465
Total participant count2021-12-311,833
Total funding target for all participants2021-12-3170,252,503
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-314,671,050
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-312,258,657
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-312,412,393
Present value of excess contributions2021-12-317,008,932
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-317,532,146
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-317,532,146
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 year2021-12-3110,215,692
Total employer contributions2021-12-312,000,000
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 date2021-12-311,829,294
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 cost2021-12-311,049,630
Net shortfall amortization installment of oustanding balance2021-12-316,834,371
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,785,676
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,785,676
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-311,829,294
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,833
Total number of active participants reported on line 7a of the Form 55002021-01-01436
Number of retired or separated participants receiving benefits2021-01-01881
Number of other retired or separated participants entitled to future benefits2021-01-01410
Total of all active and inactive participants2021-01-011,727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0163
Total participants2021-01-011,790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUN HEALTH CORPORATION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3183,481,819
Acturial value of plan assets2020-12-3180,918,900
Funding target for retired participants and beneficiaries receiving payment2020-12-3160,694,649
Number of terminated vested participants2020-12-31655
Fundng target for terminated vested participants2020-12-3112,105,880
Active participant vested funding target2020-12-3112,648,924
Number of active participants2020-12-31571
Total funding liabilities for active participants2020-12-3112,736,483
Total participant count2020-12-312,601
Total funding target for all participants2020-12-3185,537,012
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,470,342
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,470,342
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-314,266,398
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-314,671,050
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-314,671,050
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 year2020-12-314,671,050
Total employer contributions2020-12-317,621,000
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 date2020-12-317,008,932
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 cost2020-12-311,332,833
Net shortfall amortization installment of oustanding balance2020-12-319,289,162
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,258,657
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-312,258,657
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-317,008,932
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,601
Total number of active participants reported on line 7a of the Form 55002020-01-01499
Number of retired or separated participants receiving benefits2020-01-01877
Number of other retired or separated participants entitled to future benefits2020-01-01401
Total of all active and inactive participants2020-01-011,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0156
Total participants2020-01-011,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUN HEALTH CORPORATION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3172,700,300
Acturial value of plan assets2019-12-3175,923,828
Funding target for retired participants and beneficiaries receiving payment2019-12-3153,638,540
Number of terminated vested participants2019-12-31651
Fundng target for terminated vested participants2019-12-3119,725,626
Active participant vested funding target2019-12-3114,072,373
Number of active participants2019-12-31638
Total funding liabilities for active participants2019-12-3114,178,729
Total participant count2019-12-312,632
Total funding target for all participants2019-12-3187,542,895
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-312,084,976
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-312,084,976
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,523,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,470,342
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-311,470,342
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 year2019-12-311,470,342
Total employer contributions2019-12-316,330,000
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 date2019-12-315,873,738
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 cost2019-12-311,867,464
Net shortfall amortization installment of oustanding balance2019-12-3113,089,409
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-314,905,016
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,470,342
Additional cash requirement2019-12-313,434,674
Contributions allocatedtoward minimum required contributions for current year2019-12-315,873,738
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,632
Total number of active participants reported on line 7a of the Form 55002019-01-01571
Number of retired or separated participants receiving benefits2019-01-011,318
Number of other retired or separated participants entitled to future benefits2019-01-01635
Total of all active and inactive participants2019-01-012,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0177
Total participants2019-01-012,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUN HEALTH CORPORATION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3180,033,711
Acturial value of plan assets2018-12-3177,420,603
Funding target for retired participants and beneficiaries receiving payment2018-12-3149,464,356
Number of terminated vested participants2018-12-31675
Fundng target for terminated vested participants2018-12-3119,332,339
Active participant vested funding target2018-12-3114,730,655
Number of active participants2018-12-31722
Total funding liabilities for active participants2018-12-3114,861,932
Total participant count2018-12-312,688
Total funding target for all participants2018-12-3183,658,627
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,920,963
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-311,920,963
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-311,828,285
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,084,976
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-312,084,976
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 year2018-12-312,084,976
Total employer contributions2018-12-311,780,000
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 date2018-12-311,660,935
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 cost2018-12-311,330,780
Net shortfall amortization installment of oustanding balance2018-12-318,323,000
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,222,083
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-312,084,976
Additional cash requirement2018-12-31137,107
Contributions allocatedtoward minimum required contributions for current year2018-12-311,660,935
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,688
Total number of active participants reported on line 7a of the Form 55002018-01-01638
Number of retired or separated participants receiving benefits2018-01-011,284
Number of other retired or separated participants entitled to future benefits2018-01-01632
Total of all active and inactive participants2018-01-012,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0178
Total participants2018-01-012,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUN HEALTH CORPORATION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3172,767,782
Acturial value of plan assets2017-12-3176,047,302
Funding target for retired participants and beneficiaries receiving payment2017-12-3145,974,553
Number of terminated vested participants2017-12-31664
Fundng target for terminated vested participants2017-12-3118,703,717
Active participant vested funding target2017-12-3117,300,383
Number of active participants2017-12-31829
Total funding liabilities for active participants2017-12-3117,470,776
Total participant count2017-12-312,723
Total funding target for all participants2017-12-3182,149,046
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31892,348
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31892,348
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-311,837,202
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,920,963
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-311,920,963
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 year2017-12-311,920,963
Total employer contributions2017-12-314,030,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,784,752
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 cost2017-12-311,509,852
Net shortfall amortization installment of oustanding balance2017-12-318,022,707
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-313,877,430
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-311,920,963
Additional cash requirement2017-12-311,956,467
Contributions allocatedtoward minimum required contributions for current year2017-12-313,784,752
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,723
Total number of active participants reported on line 7a of the Form 55002017-01-01722
Number of retired or separated participants receiving benefits2017-01-011,231
Number of other retired or separated participants entitled to future benefits2017-01-01655
Total of all active and inactive participants2017-01-012,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0180
Total participants2017-01-012,688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUN HEALTH CORPORATION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3171,022,710
Acturial value of plan assets2016-12-3175,166,728
Funding target for retired participants and beneficiaries receiving payment2016-12-3143,442,560
Number of terminated vested participants2016-12-31656
Fundng target for terminated vested participants2016-12-3118,051,053
Active participant vested funding target2016-12-3118,617,576
Number of active participants2016-12-31919
Total funding liabilities for active participants2016-12-3118,804,453
Total participant count2016-12-312,750
Total funding target for all participants2016-12-3180,298,066
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-313,326,304
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-313,326,304
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31891,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31892,348
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31892,348
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31892,348
Total employer contributions2016-12-315,681,708
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-315,347,764
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 cost2016-12-311,393,416
Net shortfall amortization installment of oustanding balance2016-12-316,023,686
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-314,402,910
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31892,348
Additional cash requirement2016-12-313,510,562
Contributions allocatedtoward minimum required contributions for current year2016-12-315,347,764
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,750
Total number of active participants reported on line 7a of the Form 55002016-01-01829
Number of retired or separated participants receiving benefits2016-01-011,174
Number of other retired or separated participants entitled to future benefits2016-01-01644
Total of all active and inactive participants2016-01-012,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0176
Total participants2016-01-012,723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUN HEALTH CORPORATION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,847
Total number of active participants reported on line 7a of the Form 55002015-01-01919
Number of retired or separated participants receiving benefits2015-01-011,126
Number of other retired or separated participants entitled to future benefits2015-01-01636
Total of all active and inactive participants2015-01-012,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0169
Total participants2015-01-012,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUN HEALTH CORPORATION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,141
Total number of active participants reported on line 7a of the Form 55002014-01-01998
Number of retired or separated participants receiving benefits2014-01-011,099
Number of other retired or separated participants entitled to future benefits2014-01-01683
Total of all active and inactive participants2014-01-012,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0167
Total participants2014-01-012,847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUN HEALTH CORPORATION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,159
Total number of active participants reported on line 7a of the Form 55002013-01-011,108
Number of retired or separated participants receiving benefits2013-01-011,008
Number of other retired or separated participants entitled to future benefits2013-01-01967
Total of all active and inactive participants2013-01-013,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0158
Total participants2013-01-013,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUN HEALTH CORPORATION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,474
Total number of active participants reported on line 7a of the Form 55002012-01-011,247
Number of retired or separated participants receiving benefits2012-01-01946
Number of other retired or separated participants entitled to future benefits2012-01-01922
Total of all active and inactive participants2012-01-013,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0144
Total participants2012-01-013,159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUN HEALTH CORPORATION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,490
Total number of active participants reported on line 7a of the Form 55002011-01-011,302
Number of retired or separated participants receiving benefits2011-01-01879
Number of other retired or separated participants entitled to future benefits2011-01-011,256
Total of all active and inactive participants2011-01-013,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0137
Total participants2011-01-013,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SUN HEALTH CORPORATION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,521
Total number of active participants reported on line 7a of the Form 55002010-01-011,448
Number of retired or separated participants receiving benefits2010-01-01819
Number of other retired or separated participants entitled to future benefits2010-01-011,194
Total of all active and inactive participants2010-01-013,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0129
Total participants2010-01-013,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SUN HEALTH CORPORATION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,536
Total number of active participants reported on line 7a of the Form 55002009-01-011,819
Number of retired or separated participants receiving benefits2009-01-01717
Number of other retired or separated participants entitled to future benefits2009-01-01955
Total of all active and inactive participants2009-01-013,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0130
Total participants2009-01-013,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUN HEALTH CORPORATION PENSION PLAN

Measure Date Value
2023 : SUN HEALTH CORPORATION PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-4,232,513
Total unrealized appreciation/depreciation of assets2023-12-31$-4,232,513
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$46,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$35,059
Total income from all sources (including contributions)2023-12-31$5,605,237
Total loss/gain on sale of assets2023-12-31$4,793,808
Total of all expenses incurred2023-12-31$30,521,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$29,188,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,000,000
Value of total assets at end of year2023-12-31$34,422,727
Value of total assets at beginning of year2023-12-31$59,327,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,332,393
Total interest from all sources2023-12-31$-910
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$154,303
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$154,303
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$21,447,877
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$39,493,195
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$2,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$300,407
Administrative expenses (other) incurred2023-12-31$1,179,346
Liabilities. Value of operating payables at end of year2023-12-31$46,554
Liabilities. Value of operating payables at beginning of year2023-12-31$35,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-24,915,856
Value of net assets at end of year (total assets less liabilities)2023-12-31$34,376,173
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$59,292,029
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$125,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,623,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,328,950
Value of interest in common/collective trusts at end of year2023-12-31$8,349,398
Value of interest in common/collective trusts at beginning of year2023-12-31$13,204,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$-910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$420,529
Net investment gain or loss from common/collective trusts2023-12-31$2,470,020
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
Contributions received in cash from employer2023-12-31$2,000,000
Employer contributions (assets) at end of year2023-12-31$2,000,000
Employer contributions (assets) at beginning of year2023-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$29,188,700
Contract administrator fees2023-12-31$7,062
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$20,300,000
Aggregate carrying amount (costs) on sale of assets2023-12-31$15,506,192
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS
Accountancy firm EIN2023-12-31910189318
2022 : SUN HEALTH CORPORATION PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,037,221
Total unrealized appreciation/depreciation of assets2022-12-31$-9,037,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$61,347
Total income from all sources (including contributions)2022-12-31$-11,660,373
Total loss/gain on sale of assets2022-12-31$500,012
Total of all expenses incurred2022-12-31$5,944,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,638,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,000,000
Value of total assets at end of year2022-12-31$59,327,088
Value of total assets at beginning of year2022-12-31$76,958,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,305,676
Total interest from all sources2022-12-31$-1,343
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$285,862
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$285,862
Administrative expenses professional fees incurred2022-12-31$22,504
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$15,000
Assets. Other investments not covered elsewhere at end of year2022-12-31$39,493,195
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$39,973,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$300,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$58,650
Administrative expenses (other) incurred2022-12-31$1,192,336
Liabilities. Value of operating payables at end of year2022-12-31$35,059
Liabilities. Value of operating payables at beginning of year2022-12-31$61,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,604,857
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,292,029
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$76,896,886
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
Investment advisory and management fees2022-12-31$90,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,328,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,004,602
Value of interest in common/collective trusts at end of year2022-12-31$13,204,536
Value of interest in common/collective trusts at beginning of year2022-12-31$22,979,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-1,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,318,765
Net investment gain or loss from common/collective trusts2022-12-31$-4,147,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,000,000
Employer contributions (assets) at end of year2022-12-31$2,000,000
Employer contributions (assets) at beginning of year2022-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,638,808
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,100,012
Aggregate carrying amount (costs) on sale of assets2022-12-31$600,000
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : SUN HEALTH CORPORATION PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$61,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$130,522
Total income from all sources (including contributions)2021-12-31$9,588,042
Total loss/gain on sale of assets2021-12-31$-2,565,690
Total of all expenses incurred2021-12-31$6,409,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,834,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,000,000
Value of total assets at end of year2021-12-31$76,958,233
Value of total assets at beginning of year2021-12-31$73,848,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,574,687
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$953,552
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$953,552
Administrative expenses professional fees incurred2021-12-31$93,945
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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-interest2021-12-31Yes
Amount of non-exempt transactions with any party-in-interest2021-12-31$18,000
Assets. Other investments not covered elsewhere at end of year2021-12-31$39,973,830
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$18,176,240
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,026,241
Other income not declared elsewhere2021-12-31$4,369,319
Administrative expenses (other) incurred2021-12-31$1,408,972
Liabilities. Value of operating payables at end of year2021-12-31$61,347
Liabilities. Value of operating payables at beginning of year2021-12-31$130,522
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$3,178,923
Value of net assets at end of year (total assets less liabilities)2021-12-31$76,896,886
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$73,717,963
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$71,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,004,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,514,071
Value of interest in common/collective trusts at end of year2021-12-31$22,979,801
Value of interest in common/collective trusts at beginning of year2021-12-31$13,510,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$979,284
Net investment gain or loss from common/collective trusts2021-12-31$3,851,577
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$2,000,000
Employer contributions (assets) at end of year2021-12-31$2,000,000
Employer contributions (assets) at beginning of year2021-12-31$7,621,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,834,432
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,000,020
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,565,710
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : SUN HEALTH CORPORATION PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$130,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,335
Total income from all sources (including contributions)2020-12-31$16,245,959
Total loss/gain on sale of assets2020-12-31$-1,427,215
Total of all expenses incurred2020-12-31$26,150,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,503,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,621,000
Value of total assets at end of year2020-12-31$73,848,485
Value of total assets at beginning of year2020-12-31$83,623,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,646,763
Total interest from all sources2020-12-31$-1,564
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$814,364
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$814,364
Administrative expenses professional fees incurred2020-12-31$61,793
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$18,176,240
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$18,750,829
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,026,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$44,499
Other income not declared elsewhere2020-12-31$4,390,442
Administrative expenses (other) incurred2020-12-31$1,515,623
Liabilities. Value of operating payables at end of year2020-12-31$130,522
Liabilities. Value of operating payables at beginning of year2020-12-31$1,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-9,904,318
Value of net assets at end of year (total assets less liabilities)2020-12-31$73,717,963
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$83,622,281
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$69,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,514,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,607,413
Value of interest in common/collective trusts at end of year2020-12-31$13,510,933
Value of interest in common/collective trusts at beginning of year2020-12-31$19,450,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-1,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,356,008
Net investment gain or loss from common/collective trusts2020-12-31$3,492,924
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$7,621,000
Employer contributions (assets) at end of year2020-12-31$7,621,000
Employer contributions (assets) at beginning of year2020-12-31$5,770,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,503,514
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$3,000,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,427,215
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : SUN HEALTH CORPORATION PENSION PLAN 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$1,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,893
Total income from all sources (including contributions)2019-12-31$18,649,087
Total income from all sources (including contributions)2019-12-31$18,649,087
Total loss/gain on sale of assets2019-12-31$-194,215
Total loss/gain on sale of assets2019-12-31$-194,215
Total of all expenses incurred2019-12-31$7,320,329
Total of all expenses incurred2019-12-31$7,320,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,420,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,420,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,330,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,330,000
Value of total assets at end of year2019-12-31$83,623,616
Value of total assets at end of year2019-12-31$83,623,616
Value of total assets at beginning of year2019-12-31$72,334,416
Value of total assets at beginning of year2019-12-31$72,334,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,900,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,900,165
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,286,789
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,286,789
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$1,286,789
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,286,789
Administrative expenses professional fees incurred2019-12-31$39,566
Administrative expenses professional fees incurred2019-12-31$39,566
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$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
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$18,750,829
Assets. Other investments not covered elsewhere at end of year2019-12-31$18,750,829
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,850,414
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,850,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$44,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$44,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$55,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$55,910
Other income not declared elsewhere2019-12-31$2,933,625
Other income not declared elsewhere2019-12-31$2,933,625
Administrative expenses (other) incurred2019-12-31$1,822,562
Administrative expenses (other) incurred2019-12-31$1,822,562
Liabilities. Value of operating payables at end of year2019-12-31$1,335
Liabilities. Value of operating payables at end of year2019-12-31$1,335
Liabilities. Value of operating payables at beginning of year2019-12-31$40,893
Liabilities. Value of operating payables at beginning of year2019-12-31$40,893
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$11,328,758
Value of net income/loss2019-12-31$11,328,758
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,622,281
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,622,281
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$72,293,523
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$72,293,523
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$38,037
Investment advisory and management fees2019-12-31$38,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,607,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,607,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,000,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,000,112
Value of interest in common/collective trusts at end of year2019-12-31$19,450,875
Value of interest in common/collective trusts at end of year2019-12-31$19,450,875
Value of interest in common/collective trusts at beginning of year2019-12-31$15,647,980
Value of interest in common/collective trusts at beginning of year2019-12-31$15,647,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,925,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,925,512
Net investment gain or loss from common/collective trusts2019-12-31$4,367,376
Net investment gain or loss from common/collective trusts2019-12-31$4,367,376
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$6,330,000
Contributions received in cash from employer2019-12-31$6,330,000
Employer contributions (assets) at end of year2019-12-31$5,770,000
Employer contributions (assets) at end of year2019-12-31$5,770,000
Employer contributions (assets) at beginning of year2019-12-31$1,780,000
Employer contributions (assets) at beginning of year2019-12-31$1,780,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,420,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,420,164
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
Aggregate proceeds on sale of assets2019-12-31$2,400,000
Aggregate proceeds on sale of assets2019-12-31$2,400,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,594,215
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,594,215
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : SUN HEALTH CORPORATION PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$52,919
Total income from all sources (including contributions)2018-12-31$-1,560,157
Total loss/gain on sale of assets2018-12-31$-62,710
Total of all expenses incurred2018-12-31$6,589,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,211,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,780,000
Value of total assets at end of year2018-12-31$72,334,416
Value of total assets at beginning of year2018-12-31$80,496,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,378,259
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,226,819
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$1,226,819
Administrative expenses professional fees incurred2018-12-31$49,004
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$16,850,414
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$18,272,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$55,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$54,330
Other income not declared elsewhere2018-12-31$-203,651
Administrative expenses (other) incurred2018-12-31$1,279,158
Liabilities. Value of operating payables at end of year2018-12-31$40,893
Liabilities. Value of operating payables at beginning of year2018-12-31$52,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,149,844
Value of net assets at end of year (total assets less liabilities)2018-12-31$72,293,523
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$80,443,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$50,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,000,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,637,706
Value of interest in common/collective trusts at end of year2018-12-31$15,647,980
Value of interest in common/collective trusts at beginning of year2018-12-31$18,391,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,279,891
Net investment gain or loss from common/collective trusts2018-12-31$-20,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,780,000
Employer contributions (assets) at end of year2018-12-31$1,780,000
Employer contributions (assets) at beginning of year2018-12-31$3,140,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,211,428
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$801,355
Aggregate carrying amount (costs) on sale of assets2018-12-31$864,065
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 name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : SUN HEALTH CORPORATION PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$52,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$177,149
Total income from all sources (including contributions)2017-12-31$14,171,530
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,497,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,938,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,030,000
Value of total assets at end of year2017-12-31$80,496,286
Value of total assets at beginning of year2017-12-31$72,946,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,558,368
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$887,076
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$890,506
Administrative expenses professional fees incurred2017-12-31$19,476
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$18,272,461
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,090,271
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$54,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$52,475
Other income not declared elsewhere2017-12-31$1,937,717
Administrative expenses (other) incurred2017-12-31$1,477,937
Liabilities. Value of operating payables at end of year2017-12-31$52,919
Liabilities. Value of operating payables at beginning of year2017-12-31$177,149
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$1,700,000
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$7,674,429
Value of net assets at end of year (total assets less liabilities)2017-12-31$80,443,367
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,768,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$60,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,637,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,643,449
Value of interest in common/collective trusts at end of year2017-12-31$18,391,789
Value of interest in common/collective trusts at beginning of year2017-12-31$15,800,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,967,225
Net investment gain or loss from common/collective trusts2017-12-31$3,349,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,030,000
Employer contributions (assets) at end of year2017-12-31$3,140,000
Employer contributions (assets) at beginning of year2017-12-31$3,659,000
Income. Dividends from common stock2017-12-31$-3,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,938,733
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 name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : SUN HEALTH CORPORATION PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$177,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$839,597
Total income from all sources (including contributions)2016-12-31$8,627,783
Total loss/gain on sale of assets2016-12-31$142
Total of all expenses incurred2016-12-31$6,017,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,597,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,681,708
Value of total assets at end of year2016-12-31$72,946,087
Value of total assets at beginning of year2016-12-31$70,997,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,419,547
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$912,366
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$911,430
Administrative expenses professional fees incurred2016-12-31$89,857
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,090,271
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$14,729,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$52,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$57,865
Other income not declared elsewhere2016-12-31$298,767
Administrative expenses (other) incurred2016-12-31$1,287,855
Liabilities. Value of operating payables at end of year2016-12-31$177,149
Liabilities. Value of operating payables at beginning of year2016-12-31$839,597
Total non interest bearing cash at end of year2016-12-31$1,700,000
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,610,750
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,768,938
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$70,158,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$41,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$44,643,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,864,446
Value of interest in common/collective trusts at end of year2016-12-31$15,800,892
Value of interest in common/collective trusts at beginning of year2016-12-31$13,681,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$464,232
Net investment gain or loss from common/collective trusts2016-12-31$1,270,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,681,708
Employer contributions (assets) at end of year2016-12-31$3,659,000
Employer contributions (assets) at beginning of year2016-12-31$1,664,292
Income. Dividends from common stock2016-12-31$936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,597,486
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$142
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 name2016-12-31MOSS ADAMS
Accountancy firm EIN2016-12-31910189318
2015 : SUN HEALTH CORPORATION PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$839,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$219,291
Total income from all sources (including contributions)2015-12-31$949,518
Total loss/gain on sale of assets2015-12-31$9,221
Total of all expenses incurred2015-12-31$5,582,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,560,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,664,292
Value of total assets at end of year2015-12-31$70,997,785
Value of total assets at beginning of year2015-12-31$75,010,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,022,568
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$964,776
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$970,306
Administrative expenses professional fees incurred2015-12-31$321,347
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$14,729,363
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$14,703,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$57,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$57,088
Other income not declared elsewhere2015-12-31$-41,226
Administrative expenses (other) incurred2015-12-31$684,927
Liabilities. Value of operating payables at end of year2015-12-31$839,597
Liabilities. Value of operating payables at beginning of year2015-12-31$219,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,633,437
Value of net assets at end of year (total assets less liabilities)2015-12-31$70,158,188
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$74,791,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$16,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,864,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,023,560
Value of interest in common/collective trusts at end of year2015-12-31$13,681,819
Value of interest in common/collective trusts at beginning of year2015-12-31$11,177,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,746,054
Net investment gain or loss from common/collective trusts2015-12-31$98,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,664,292
Employer contributions (assets) at end of year2015-12-31$1,664,292
Employer contributions (assets) at beginning of year2015-12-31$3,050,000
Income. Dividends from common stock2015-12-31$-5,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,560,387
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$9,221
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
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 name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : SUN HEALTH CORPORATION PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$219,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$411,555
Total income from all sources (including contributions)2014-12-31$5,413,836
Total loss/gain on sale of assets2014-12-31$650
Total of all expenses incurred2014-12-31$8,831,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,848,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,050,000
Value of total assets at end of year2014-12-31$75,010,916
Value of total assets at beginning of year2014-12-31$78,620,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$982,999
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,254,032
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$1,256,949
Administrative expenses professional fees incurred2014-12-31$521,409
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$14,703,179
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$13,979,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$57,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$35,425
Other income not declared elsewhere2014-12-31$-92,826
Administrative expenses (other) incurred2014-12-31$453,088
Liabilities. Value of operating payables at end of year2014-12-31$219,291
Liabilities. Value of operating payables at beginning of year2014-12-31$411,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,417,682
Value of net assets at end of year (total assets less liabilities)2014-12-31$74,791,625
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$78,209,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,023,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,450,680
Value of interest in common/collective trusts at end of year2014-12-31$11,177,089
Value of interest in common/collective trusts at beginning of year2014-12-31$12,594,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,159,290
Net investment gain or loss from common/collective trusts2014-12-31$2,361,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,050,000
Employer contributions (assets) at end of year2014-12-31$3,050,000
Employer contributions (assets) at beginning of year2014-12-31$7,560,000
Income. Dividends from common stock2014-12-31$-2,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,848,519
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$650
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
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 name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : SUN HEALTH CORPORATION PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$411,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$190,719
Total income from all sources (including contributions)2013-12-31$19,716,055
Total loss/gain on sale of assets2013-12-31$248
Total of all expenses incurred2013-12-31$4,628,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,844,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,920,000
Value of total assets at end of year2013-12-31$78,620,862
Value of total assets at beginning of year2013-12-31$63,312,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$783,326
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$679,583
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$680,547
Administrative expenses professional fees incurred2013-12-31$390,085
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$13,979,942
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,747,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$35,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$44,461
Other income not declared elsewhere2013-12-31$1,232,217
Administrative expenses (other) incurred2013-12-31$383,526
Liabilities. Value of operating payables at end of year2013-12-31$411,555
Liabilities. Value of operating payables at beginning of year2013-12-31$190,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,087,803
Value of net assets at end of year (total assets less liabilities)2013-12-31$78,209,307
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,121,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$44,450,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,951,721
Value of interest in common/collective trusts at end of year2013-12-31$12,594,815
Value of interest in common/collective trusts at beginning of year2013-12-31$10,078,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,921,749
Net investment gain or loss from common/collective trusts2013-12-31$2,962,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,920,000
Employer contributions (assets) at end of year2013-12-31$7,560,000
Employer contributions (assets) at beginning of year2013-12-31$1,490,000
Income. Dividends from common stock2013-12-31$-964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,844,926
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$248
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : SUN HEALTH CORPORATION PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-80,868
Total unrealized appreciation/depreciation of assets2012-12-31$-80,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$190,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$815,497
Total income from all sources (including contributions)2012-12-31$12,237,687
Total loss/gain on sale of assets2012-12-31$82,095
Total of all expenses incurred2012-12-31$6,456,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,598,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,670,000
Value of total assets at end of year2012-12-31$63,312,223
Value of total assets at beginning of year2012-12-31$58,156,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$858,758
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,141,583
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$1,141,883
Administrative expenses professional fees incurred2012-12-31$474,062
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,747,708
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$11,828,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$44,461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$52,350
Other income not declared elsewhere2012-12-31$918,075
Administrative expenses (other) incurred2012-12-31$373,948
Liabilities. Value of operating payables at end of year2012-12-31$190,719
Liabilities. Value of operating payables at beginning of year2012-12-31$815,497
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,780,845
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,121,504
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,340,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,951,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,728,782
Value of interest in common/collective trusts at end of year2012-12-31$10,078,333
Value of interest in common/collective trusts at beginning of year2012-12-31$8,350,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,184,354
Net investment gain or loss from common/collective trusts2012-12-31$1,322,448
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$4,670,000
Employer contributions (assets) at end of year2012-12-31$1,490,000
Employer contributions (assets) at beginning of year2012-12-31$3,196,000
Income. Dividends from common stock2012-12-31$-300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,598,084
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$83
Aggregate carrying amount (costs) on sale of assets2012-12-31$-82,012
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : SUN HEALTH CORPORATION PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$186,287
Total unrealized appreciation/depreciation of assets2011-12-31$186,287
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$815,497
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$6,090,995
Total loss/gain on sale of assets2011-12-31$2,244,751
Total of all expenses incurred2011-12-31$4,292,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,157,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,252,000
Value of total assets at end of year2011-12-31$58,156,156
Value of total assets at beginning of year2011-12-31$55,542,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,135,483
Total interest from all sources2011-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,135,026
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$932,256
Administrative expenses professional fees incurred2011-12-31$166,804
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,828,790
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$366,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$52,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$117,006
Other income not declared elsewhere2011-12-31$-168,340
Administrative expenses (other) incurred2011-12-31$968,679
Liabilities. Value of operating payables at end of year2011-12-31$815,497
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$4,089
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$1,798,067
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,340,659
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$55,542,592
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$34,728,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,871,867
Value of interest in common/collective trusts at end of year2011-12-31$8,350,234
Value of interest in common/collective trusts at beginning of year2011-12-31$327,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,106,610
Net investment gain or loss from common/collective trusts2011-12-31$-452,153
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$6,252,000
Employer contributions (assets) at end of year2011-12-31$3,196,000
Employer contributions (assets) at beginning of year2011-12-31$1,565,000
Income. Dividends from common stock2011-12-31$202,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,157,445
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$31,290,350
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$33,964,671
Aggregate carrying amount (costs) on sale of assets2011-12-31$31,719,920
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : SUN HEALTH CORPORATION PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,525,947
Total unrealized appreciation/depreciation of assets2010-12-31$3,525,947
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$9,369,100
Total loss/gain on sale of assets2010-12-31$-192,381
Total of all expenses incurred2010-12-31$3,427,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,845,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,680,000
Value of total assets at end of year2010-12-31$55,542,592
Value of total assets at beginning of year2010-12-31$49,600,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$582,073
Total income from rents2010-12-31$40,016
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,211,924
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$617,885
Administrative expenses professional fees incurred2010-12-31$251,780
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$366,631
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,671,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$117,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$98,577
Other income not declared elsewhere2010-12-31$95,444
Administrative expenses (other) incurred2010-12-31$324,710
Total non interest bearing cash at end of year2010-12-31$4,089
Total non interest bearing cash at beginning of year2010-12-31$25,388
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$5,941,805
Value of net assets at end of year (total assets less liabilities)2010-12-31$55,542,592
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,600,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,805,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,199,434
Value of interest in common/collective trusts at end of year2010-12-31$327,649
Value of interest in common/collective trusts at beginning of year2010-12-31$612,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,006,068
Net investment gain or loss from common/collective trusts2010-12-31$2,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,680,000
Employer contributions (assets) at end of year2010-12-31$1,565,000
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$594,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,845,222
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$31,356,237
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$27,993,568
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,438,209
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,630,590
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : SUN HEALTH CORPORATION PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUN HEALTH CORPORATION PENSION PLAN

2023: SUN HEALTH CORPORATION PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUN HEALTH CORPORATION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUN HEALTH CORPORATION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUN HEALTH CORPORATION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUN HEALTH CORPORATION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUN HEALTH CORPORATION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUN HEALTH CORPORATION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUN HEALTH CORPORATION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUN HEALTH CORPORATION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUN HEALTH CORPORATION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUN HEALTH CORPORATION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUN HEALTH CORPORATION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUN HEALTH CORPORATION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUN HEALTH CORPORATION PENSION PLAN 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 planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUN HEALTH CORPORATION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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