401k Plan data: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN plan

ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 401k Plan overview

Plan Name	ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN
Plan identification number	003

ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHI ST. LUKE'S HEALTH has sponsored the creation of one or more 401k plans.

Company Name: CHI ST. LUKE'S HEALTH

Employer identification number (EIN): 760536232

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 SUSAN BAILEY-NEWELL SUSAN BAILEY-NEWELL 2015-10-14
003 2013-01-01 TARA BLANSIT TARA BLANSIT 2014-10-14
003 2012-01-01 SUSAN BAILEY-NEWELL SUSAN BAILEY-NEWELL 2013-10-15
003 2011-01-01 SUSAN BAILEY-NEWELL
003 2010-01-01 DEBORAH MAHANNAH DEBORAH MAHANNAH 2011-09-26
003 2009-01-01 DEBORAH MAHANNAH DEBORAH MAHANNAH 2010-12-06
003 2009-01-01 DEBORAH MAHANNAH DEBORAH MAHANNAH 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2014-01-01	SUSAN BAILEY-NEWELL	SUSAN BAILEY-NEWELL	2015-10-14
003	2013-01-01	TARA BLANSIT	TARA BLANSIT	2014-10-14
003	2012-01-01	SUSAN BAILEY-NEWELL	SUSAN BAILEY-NEWELL	2013-10-15
003	2011-01-01	SUSAN BAILEY-NEWELL
003	2010-01-01	DEBORAH MAHANNAH	DEBORAH MAHANNAH	2011-09-26
003	2009-01-01	DEBORAH MAHANNAH	DEBORAH MAHANNAH	2010-12-06
003	2009-01-01	DEBORAH MAHANNAH	DEBORAH MAHANNAH	2010-10-14

Plan Statistics for ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN

401k plan membership statisitcs for ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2014: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10,535
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 482
2013: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9,672
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6,697
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 3,765
Total of all active and inactive participants 2013-01-01 10,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10,462
Number of participants with account balances 2013-01-01 10,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9,186
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6,600
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 3,496
Total of all active and inactive participants 2012-01-01 10,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10,096
Number of participants with account balances 2012-01-01 9,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 19
2011: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8,976
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6,517
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 3,002
Total of all active and inactive participants 2011-01-01 9,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9,519
Number of participants with account balances 2011-01-01 9,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8,579
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6,499
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 2,574
Total of all active and inactive participants 2010-01-01 9,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9,076
Number of participants with account balances 2010-01-01 8,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 18
2009: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7,647
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6,390
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 2,170
Total of all active and inactive participants 2009-01-01 8,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 8,563
Number of participants with account balances 2009-01-01 8,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 13

Measure	Date	Value
2014: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10,535
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	482
2013: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9,672
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6,697
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	3,765
Total of all active and inactive participants	2013-01-01	10,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10,462
Number of participants with account balances	2013-01-01	10,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9,186
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6,600
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	3,496
Total of all active and inactive participants	2012-01-01	10,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10,096
Number of participants with account balances	2012-01-01	9,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	19
2011: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8,976
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6,517
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	3,002
Total of all active and inactive participants	2011-01-01	9,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9,519
Number of participants with account balances	2011-01-01	9,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8,579
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6,499
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	2,574
Total of all active and inactive participants	2010-01-01	9,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9,076
Number of participants with account balances	2010-01-01	8,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	18
2009: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7,647
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6,390
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	2,170
Total of all active and inactive participants	2009-01-01	8,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	8,563
Number of participants with account balances	2009-01-01	8,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	13

Financial Data on ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN

Measure	Date	Value
2014 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$393,535,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$56,294,309
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$57,807,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$57,672,336
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$37,045,958
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$395,048,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$134,231
Total interest from all sources	2014-12-31	$2,466,816
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$15,877,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$15,877,885
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$26,409,706
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$19,710,496
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	$6,124,699
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,934,460
Administrative expenses (other) incurred	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
Value of net income/loss	2014-12-31	$-1,512,839
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$395,048,679
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$289,662,882
Interest on participant loans	2014-12-31	$736,292
Interest earned on other investments	2014-12-31	$1,730,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$79,550,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$903,650
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
Contributions received in cash from employer	2014-12-31	$8,701,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$57,672,336
Contract administrator fees	2014-12-31	$134,231
Did the plan have assets held for investment	2014-12-31	No
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	Yes
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	ERNST & YOUNG
Accountancy firm EIN	2014-12-31	346565596
2013 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 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	$97,924,115
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$32,136,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$32,003,328
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$1,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$36,476,000
Value of total assets at end of year	2013-12-31	$395,048,679
Value of total assets at beginning of year	2013-12-31	$329,261,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$132,045
Total interest from all sources	2013-12-31	$2,491,007
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$10,094,951
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$10,094,951
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
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	$26,325,217
Participant contributions at end of year	2013-12-31	$19,710,496
Participant contributions at beginning of year	2013-12-31	$18,955,153
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$6,124,699
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$4,774,981
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,476,070
Administrative expenses (other) incurred	2013-12-31	$113
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	$65,787,239
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$395,048,679
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$329,261,440
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	$289,662,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$226,087,877
Interest on participant loans	2013-12-31	$722,485
Interest earned on other investments	2013-12-31	$1,768,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$79,550,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$79,443,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$48,862,157
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	$8,674,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$32,003,328
Contract administrator fees	2013-12-31	$131,932
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	2013-12-31	No
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	ERNST & YOUNG
Accountancy firm EIN	2013-12-31	346565596
2012 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 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	$72,340,563
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$24,627,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$24,491,720
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$41,461,988
Value of total assets at end of year	2012-12-31	$329,261,440
Value of total assets at beginning of year	2012-12-31	$281,548,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$136,190
Total interest from all sources	2012-12-31	$3,002,925
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$5,612,770
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$5,612,770
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
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	$25,559,384
Participant contributions at end of year	2012-12-31	$18,955,153
Participant contributions at beginning of year	2012-12-31	$18,714,381
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$4,774,981
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$3,925,681
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,424,476
Administrative expenses (other) incurred	2012-12-31	$483
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	$47,712,653
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$329,261,440
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$281,548,787
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	$226,087,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$185,030,921
Interest on participant loans	2012-12-31	$738,012
Interest earned on other investments	2012-12-31	$2,264,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$79,443,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$73,877,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$22,262,880
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	$8,478,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$24,491,720
Contract administrator fees	2012-12-31	$135,707
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	2012-12-31	No
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	ERNST & YOUNG
Accountancy firm EIN	2012-12-31	346565596
2011 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 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	$39,759,344
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$22,730,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$22,586,503
Value of total corrective distributions	2011-12-31	$3,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$38,757,096
Value of total assets at end of year	2011-12-31	$281,548,787
Value of total assets at beginning of year	2011-12-31	$264,520,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$140,832
Total interest from all sources	2011-12-31	$3,061,130
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$6,257,308
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$6,257,308
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$25,415,515
Participant contributions at end of year	2011-12-31	$18,714,381
Participant contributions at beginning of year	2011-12-31	$17,087,729
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$3,925,681
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$3,116,541
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$4,304,244
Administrative expenses (other) incurred	2011-12-31	$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$17,028,478
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$281,548,787
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$264,520,309
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	$185,030,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$176,350,129
Interest on participant loans	2011-12-31	$736,626
Interest earned on other investments	2011-12-31	$2,324,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$73,877,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$67,965,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-8,316,190
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	$9,037,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$22,586,503
Contract administrator fees	2011-12-31	$140,824
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	2011-12-31	No
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	ERNST & YOUNG
Accountancy firm EIN	2011-12-31	346565596
2010 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 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	$0
Total income from all sources (including contributions)	2010-12-31	$60,548,750
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$16,096,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$14,929,504
Expenses. Certain deemed distributions of participant loans	2010-12-31	$1,014,970
Value of total corrective distributions	2010-12-31	$4,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$34,896,084
Value of total assets at end of year	2010-12-31	$264,520,309
Value of total assets at beginning of year	2010-12-31	$220,067,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$147,287
Total interest from all sources	2010-12-31	$3,122,370
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,703,374
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$2,703,374
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$24,375,899
Participant contributions at end of year	2010-12-31	$17,087,729
Participant contributions at beginning of year	2010-12-31	$14,698,558
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$3,116,541
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$2,336,905
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,490,426
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	$44,452,519
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$264,520,309
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$220,067,790
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	$176,350,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$139,769,509
Interest on participant loans	2010-12-31	$771,443
Interest earned on other investments	2010-12-31	$2,350,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$67,965,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$63,262,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$19,826,922
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	$9,029,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$14,929,504
Contract administrator fees	2010-12-31	$147,287
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	2010-12-31	No
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	ERNST & YOUNG
Accountancy firm EIN	2010-12-31	346565596
2009 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN

2014: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 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	Yes
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: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 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: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single 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: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single 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: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single 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: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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:	CHI ST. LUKE'S HEALTH
Employer identification number (EIN):	760536232
NAIC Classification:	622000
NAIC Description:	Hospitals