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ST. LUKES MVRMC EMPLOYER MATCHING PLAN 401k Plan overview

Plan NameST. LUKES MVRMC EMPLOYER MATCHING PLAN
Plan identification number 005

ST. LUKES MVRMC EMPLOYER MATCHING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST LUKES REGIONAL MEDICAL CENTER LTD has sponsored the creation of one or more 401k plans.

Company Name:ST LUKES REGIONAL MEDICAL CENTER LTD
Employer identification number (EIN):820161600
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKES MVRMC EMPLOYER MATCHING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052013-01-01PETER DIDIO PETER DIDIO2014-10-11
0052012-01-01PETER DIDIO PETER DIDIO2013-10-14
0052011-01-01PETER DIDIO
0052009-01-01PETER DIDIO PETER DIDIO2010-10-14

Plan Statistics for ST. LUKES MVRMC EMPLOYER MATCHING PLAN

401k plan membership statisitcs for ST. LUKES MVRMC EMPLOYER MATCHING PLAN

Measure Date Value
2013: ST. LUKES MVRMC EMPLOYER MATCHING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,908
Total number of active participants reported on line 7a of the Form 55002013-01-011,842
Number of retired or separated participants receiving benefits2013-01-0152
Number of other retired or separated participants entitled to future benefits2013-01-01203
Total of all active and inactive participants2013-01-012,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,097
Number of participants with account balances2013-01-011,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: ST. LUKES MVRMC EMPLOYER MATCHING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,798
Total number of active participants reported on line 7a of the Form 55002012-01-011,731
Number of retired or separated participants receiving benefits2012-01-0158
Number of other retired or separated participants entitled to future benefits2012-01-01119
Total of all active and inactive participants2012-01-011,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,908
Number of participants with account balances2012-01-011,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0194
2011: ST. LUKES MVRMC EMPLOYER MATCHING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,698
Total number of active participants reported on line 7a of the Form 55002011-01-011,583
Number of other retired or separated participants entitled to future benefits2011-01-01215
Total of all active and inactive participants2011-01-011,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,798
Number of participants with account balances2011-01-011,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01111
2009: ST. LUKES MVRMC EMPLOYER MATCHING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,427
Total number of active participants reported on line 7a of the Form 55002009-01-011,467
Number of retired or separated participants receiving benefits2009-01-0133
Number of other retired or separated participants entitled to future benefits2009-01-01123
Total of all active and inactive participants2009-01-011,623
Total participants2009-01-011,623
Number of participants with account balances2009-01-01985

Financial Data on ST. LUKES MVRMC EMPLOYER MATCHING PLAN

Measure Date Value
2013 : ST. LUKES MVRMC EMPLOYER MATCHING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$680
Total income from all sources (including contributions)2013-12-31$4,816,666
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$581,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$504,196
Expenses. Certain deemed distributions of participant loans2013-12-31$17,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,399,064
Value of total assets at end of year2013-12-31$16,050,674
Value of total assets at beginning of year2013-12-31$11,815,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,153
Total interest from all sources2013-12-31$37,665
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$273,757
Participant contributions at beginning of year2013-12-31$282,780
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$145,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$680
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$4,235,462
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,050,674
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,815,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,260,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,366,443
Interest on participant loans2013-12-31$6,522
Interest earned on other investments2013-12-31$31,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,493,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,128,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,379,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,253,878
Employer contributions (assets) at end of year2013-12-31$22,548
Employer contributions (assets) at beginning of year2013-12-31$37,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$504,196
Contract administrator fees2013-12-31$59,153
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : ST. LUKES MVRMC EMPLOYER MATCHING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,598
Total income from all sources (including contributions)2012-12-31$3,159,986
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$451,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$414,053
Expenses. Certain deemed distributions of participant loans2012-12-31$4,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,950,816
Value of total assets at end of year2012-12-31$11,815,892
Value of total assets at beginning of year2012-12-31$9,114,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,033
Total interest from all sources2012-12-31$30,101
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$282,780
Participant contributions at beginning of year2012-12-31$251,082
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,598
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$2,708,821
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,815,212
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,106,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,366,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,920,427
Interest on participant loans2012-12-31$6,341
Interest earned on other investments2012-12-31$23,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,128,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$922,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,179,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$1,950,816
Employer contributions (assets) at end of year2012-12-31$37,749
Employer contributions (assets) at beginning of year2012-12-31$20,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$414,053
Contract administrator fees2012-12-31$33,033
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : ST. LUKES MVRMC EMPLOYER MATCHING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,598
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$1,390,156
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$309,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$269,008
Expenses. Certain deemed distributions of participant loans2011-12-31$12,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,693,912
Value of total assets at end of year2011-12-31$9,114,990
Value of total assets at beginning of year2011-12-31$8,025,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,108
Total interest from all sources2011-12-31$31,597
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$251,082
Participant contributions at beginning of year2011-12-31$241,270
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,598
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$1,080,987
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,106,392
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,025,405
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$7,920,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,016,906
Interest on participant loans2011-12-31$5,006
Interest earned on other investments2011-12-31$26,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$922,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$759,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-335,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$1,660,094
Employer contributions (assets) at end of year2011-12-31$20,489
Employer contributions (assets) at beginning of year2011-12-31$7,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$269,008
Contract administrator fees2011-12-31$28,108
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EIDE BAILLY LLP
Accountancy firm EIN2011-12-31450250958
2010 : ST. LUKES MVRMC EMPLOYER MATCHING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,340,223
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$275,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$240,174
Expenses. Certain deemed distributions of participant loans2010-12-31$13,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,473,032
Value of total assets at end of year2010-12-31$8,025,405
Value of total assets at beginning of year2010-12-31$5,960,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,265
Total interest from all sources2010-12-31$27,724
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$241,270
Participant contributions at beginning of year2010-12-31$114,667
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$2,064,799
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,025,405
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,960,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,016,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,141,668
Interest on participant loans2010-12-31$4,375
Interest earned on other investments2010-12-31$23,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$759,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$624,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$839,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,473,032
Employer contributions (assets) at end of year2010-12-31$7,566
Employer contributions (assets) at beginning of year2010-12-31$79,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$240,174
Contract administrator fees2010-12-31$21,265
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958

Form 5500 Responses for ST. LUKES MVRMC EMPLOYER MATCHING PLAN

2013: ST. LUKES MVRMC EMPLOYER MATCHING 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ST. LUKES MVRMC EMPLOYER MATCHING 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ST. LUKES MVRMC EMPLOYER MATCHING 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: ST. LUKES MVRMC EMPLOYER MATCHING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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