401k Plan data: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. plan

RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 401k Plan overview

Plan Name	RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC.
Plan identification number	333

RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BON SECOURS MERCY HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name: BON SECOURS MERCY HEALTH, INC.

Employer identification number (EIN): 521301088

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2014-01-01 TERESA ENCARNACION LAURA OSTROFF 2015-10-14
333 2013-01-01 TERESA ENCARNACION
333 2012-01-01 TERESA ENCARNACION
333 2011-01-01 TERESA ENCARNACION
333 2010-01-01 TERESA ENCARNACION LAURA OSTROFF 2011-10-17
333 2009-01-01 TERESA ENCARNACION LAURA OSTROFF 2010-08-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
333	2014-01-01	TERESA ENCARNACION	LAURA OSTROFF	2015-10-14
333	2013-01-01	TERESA ENCARNACION
333	2012-01-01	TERESA ENCARNACION
333	2011-01-01	TERESA ENCARNACION
333	2010-01-01	TERESA ENCARNACION	LAURA OSTROFF	2011-10-17
333	2009-01-01	TERESA ENCARNACION	LAURA OSTROFF	2010-08-12

Plan Statistics for RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC.

401k plan membership statisitcs for RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC.

Measure Date Value
2014: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8,380
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 776
Number of retired or separated participants receiving benefits 2014-01-01 51
Number of other retired or separated participants entitled to future benefits 2014-01-01 5,579
Total of all active and inactive participants 2014-01-01 6,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 7
Total participants 2014-01-01 6,413
Number of participants with account balances 2014-01-01 6,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 182
2013: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9,619
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6,093
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2,287
Total of all active and inactive participants 2013-01-01 8,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8,380
Number of participants with account balances 2013-01-01 7,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9,991
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6,860
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2,759
Total of all active and inactive participants 2012-01-01 9,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9,619
Number of participants with account balances 2012-01-01 8,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 61
2011: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,203
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6,193
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3,798
Total of all active and inactive participants 2011-01-01 9,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9,991
Number of participants with account balances 2011-01-01 6,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 118
2010: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,144
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 787
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 492
Total of all active and inactive participants 2010-01-01 1,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,279
Number of participants with account balances 2010-01-01 1,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,300
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 705
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 495
Total of all active and inactive participants 2009-01-01 1,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,200
Number of participants with account balances 2009-01-01 979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2014: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8,380
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	776
Number of retired or separated participants receiving benefits	2014-01-01	51
Number of other retired or separated participants entitled to future benefits	2014-01-01	5,579
Total of all active and inactive participants	2014-01-01	6,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	7
Total participants	2014-01-01	6,413
Number of participants with account balances	2014-01-01	6,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	182
2013: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9,619
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6,093
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2,287
Total of all active and inactive participants	2013-01-01	8,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8,380
Number of participants with account balances	2013-01-01	7,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9,991
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6,860
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2,759
Total of all active and inactive participants	2012-01-01	9,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9,619
Number of participants with account balances	2012-01-01	8,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	61
2011: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,203
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6,193
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3,798
Total of all active and inactive participants	2011-01-01	9,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9,991
Number of participants with account balances	2011-01-01	6,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	118
2010: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,144
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	787
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	492
Total of all active and inactive participants	2010-01-01	1,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,279
Number of participants with account balances	2010-01-01	1,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,300
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	705
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	495
Total of all active and inactive participants	2009-01-01	1,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,200
Number of participants with account balances	2009-01-01	979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC.

Measure	Date	Value
2014 : RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$9,212,197
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$18,128,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$17,701,591
Expenses. Certain deemed distributions of participant loans	2014-12-31	$71,056
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,117,970
Value of total assets at end of year	2014-12-31	$108,855,840
Value of total assets at beginning of year	2014-12-31	$117,771,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$355,639
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$545,208
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,087,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,087,373
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,298,568
Participant contributions at end of year	2014-12-31	$520,115
Participant contributions at beginning of year	2014-12-31	$451,566
Participant contributions at end of year	2014-12-31	$25,114
Participant contributions at beginning of year	2014-12-31	$42,374
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,632,425
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$220,425
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$122,542
Administrative expenses (other) incurred	2014-12-31	$350,985
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$-8,916,089
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$108,855,840
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$117,771,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$4,654
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$90,634,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$93,695,300
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$6,907
Income. Interest from loans (other than to participants)	2014-12-31	$10,324
Interest earned on other investments	2014-12-31	$526,428
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$5,351,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,549
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$12,287,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$21,919,811
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,339,104
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$598,977
Employer contributions (assets) at end of year	2014-12-31	$37,503
Employer contributions (assets) at beginning of year	2014-12-31	$30,453
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$17,701,591
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG LLP
Accountancy firm EIN	2014-12-31	135565207
2013 : RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$20,109,083
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$9,104,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$8,405,822
Expenses. Certain deemed distributions of participant loans	2013-12-31	$21,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,499,895
Value of total assets at end of year	2013-12-31	$117,771,929
Value of total assets at beginning of year	2013-12-31	$106,767,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$676,637
Total interest from all sources	2013-12-31	$515,708
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,263,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,263,903
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,168,854
Participant contributions at end of year	2013-12-31	$451,566
Participant contributions at beginning of year	2013-12-31	$395,289
Participant contributions at end of year	2013-12-31	$42,374
Participant contributions at beginning of year	2013-12-31	$40,906
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,632,425
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,432,709
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$161,551
Administrative expenses (other) incurred	2013-12-31	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$11,004,902
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$117,771,929
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$106,767,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$93,695,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$81,863,419
Interest on participant loans	2013-12-31	$18,359
Interest earned on other investments	2013-12-31	$497,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$21,919,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$23,006,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$15,829,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$169,490
Employer contributions (assets) at end of year	2013-12-31	$30,453
Employer contributions (assets) at beginning of year	2013-12-31	$27,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$8,405,822
Contract administrator fees	2013-12-31	$676,633
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG LLP
Accountancy firm EIN	2013-12-31	135565207
2012 : RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$69,538,300
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,983,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,359,396
Expenses. Certain deemed distributions of participant loans	2012-12-31	$12,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$65,086,690
Value of total assets at end of year	2012-12-31	$106,767,027
Value of total assets at beginning of year	2012-12-31	$41,212,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$611,903
Total interest from all sources	2012-12-31	$295,028
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$831,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$831,817
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,166,447
Participant contributions at end of year	2012-12-31	$395,289
Participant contributions at beginning of year	2012-12-31	$311,697
Participant contributions at end of year	2012-12-31	$40,906
Participant contributions at beginning of year	2012-12-31	$41,408
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,432,709
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$563,301
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$63,502,358
Administrative expenses (other) incurred	2012-12-31	$64
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$65,554,390
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$106,767,027
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$41,212,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$81,863,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$29,398,764
Interest on participant loans	2012-12-31	$13,404
Interest earned on other investments	2012-12-31	$281,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$23,006,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$10,788,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,324,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$417,885
Employer contributions (assets) at end of year	2012-12-31	$27,784
Employer contributions (assets) at beginning of year	2012-12-31	$108,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,359,396
Contract administrator fees	2012-12-31	$611,839
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$31,921,432
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,444,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,250,286
Expenses. Certain deemed distributions of participant loans	2011-12-31	$32,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$33,806,646
Value of total assets at end of year	2011-12-31	$41,212,637
Value of total assets at beginning of year	2011-12-31	$11,735,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$161,388
Total interest from all sources	2011-12-31	$209,607
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$439,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$439,824
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,129,009
Participant contributions at end of year	2011-12-31	$311,697
Participant contributions at beginning of year	2011-12-31	$174,479
Participant contributions at end of year	2011-12-31	$41,408
Participant contributions at beginning of year	2011-12-31	$15,143
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$563,301
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$399,896
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$32,429,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$29,476,768
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$41,212,637
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,735,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$29,398,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,775,298
Interest on participant loans	2011-12-31	$10,158
Interest earned on other investments	2011-12-31	$199,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$10,788,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,175,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,534,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$248,055
Employer contributions (assets) at end of year	2011-12-31	$108,882
Employer contributions (assets) at beginning of year	2011-12-31	$195,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,250,286
Contract administrator fees	2011-12-31	$161,388
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG LLP
Accountancy firm EIN	2011-12-31	135565207
2010 : RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$8,741
Total income from all sources (including contributions)	2010-12-31	$2,823,060
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$589,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$546,585
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,593,219
Value of total assets at end of year	2010-12-31	$11,735,869
Value of total assets at beginning of year	2010-12-31	$9,510,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$42,817
Total interest from all sources	2010-12-31	$79,954
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$140,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$140,810
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,003,932
Participant contributions at end of year	2010-12-31	$174,479
Participant contributions at beginning of year	2010-12-31	$91,251
Participant contributions at end of year	2010-12-31	$15,143
Participant contributions at beginning of year	2010-12-31	$253
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$399,896
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$393,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$8,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,233,658
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,735,869
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,502,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,775,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,973,808
Interest earned on other investments	2010-12-31	$79,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,175,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,295,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,009,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$195,905
Employer contributions (assets) at end of year	2010-12-31	$195,905
Employer contributions (assets) at beginning of year	2010-12-31	$150,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$546,585
Contract administrator fees	2010-12-31	$42,817
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG LLP
Accountancy firm EIN	2010-12-31	135565207

Form 5500 Responses for RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC.

2014: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT PLAN OF BON SECOURS HEALTH SYSTEM, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BON SECOURS MERCY HEALTH, INC.
Employer identification number (EIN):	521301088
NAIC Classification:	622000
NAIC Description:	Hospitals