Plan Name | RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER |
Plan identification number | 005 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SCL HEALTH - FRONT RANGE, INC. |
Employer identification number (EIN): | 841103606 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about SCL HEALTH - FRONT RANGE, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1988-02-24 |
Company Identification Number: | 19881007604 |
Legal Registered Office Address: |
500 Eldorado Blvd Ste 4300 Attn Legal Services Broomfield United States of America (USA) 80021 |
More information about SCL HEALTH - FRONT RANGE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2014-01-01 | JOSEPH P. PULICHENE | |||
005 | 2013-01-01 | FILED WITH AUTHORIZED SIGNATURE | |||
005 | 2012-01-01 | SIGNED WITH AUTHORIZED SIGNATURE | |||
005 | 2011-01-01 | TODD CONKLIN | |||
005 | 2009-01-01 | TODD A. CONKLIN, SR. | |||
005 | 2008-01-01 | TODD CONKLIN |
Measure | Date | Value |
---|---|---|
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,926 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 289 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 874 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 702 |
Total of all active and inactive participants | 2014-01-01 | 1,865 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 42 |
Total participants | 2014-01-01 | 1,907 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,944 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 318 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 786 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 785 |
Total of all active and inactive participants | 2013-01-01 | 1,889 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 37 |
Total participants | 2013-01-01 | 1,926 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,964 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 343 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 795 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 767 |
Total of all active and inactive participants | 2012-01-01 | 1,905 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 39 |
Total participants | 2012-01-01 | 1,944 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,987 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 432 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 765 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 729 |
Total of all active and inactive participants | 2011-01-01 | 1,926 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 38 |
Total participants | 2011-01-01 | 1,964 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2,019 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 554 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 688 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 728 |
Total of all active and inactive participants | 2009-01-01 | 1,970 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 35 |
Total participants | 2009-01-01 | 2,005 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2008: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 2,029 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 600 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 633 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 754 |
Total of all active and inactive participants | 2008-01-01 | 1,987 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 32 |
Total participants | 2008-01-01 | 2,019 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $316,434 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $123,425 |
Total income from all sources (including contributions) | 2014-12-31 | $3,323,781 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,565,713 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,966,038 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $608,000 |
Value of total assets at end of year | 2014-12-31 | $50,024,628 |
Value of total assets at beginning of year | 2014-12-31 | $50,073,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $599,675 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $388,468 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $204,326 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $316,434 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $123,425 |
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 | $4,166 |
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 | $-241,932 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $49,708,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $49,950,126 |
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 |
Investment advisory and management fees | 2014-12-31 | $6,881 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $49,496,628 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $49,181,839 |
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 | $608,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $528,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $887,546 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,966,038 |
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 | No |
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 LLP |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 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 | $123,425 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $291,231 |
Total income from all sources (including contributions) | 2013-12-31 | $8,642,249 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,385,034 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,803,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $887,546 |
Value of total assets at end of year | 2013-12-31 | $50,073,551 |
Value of total assets at beginning of year | 2013-12-31 | $44,984,142 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $581,981 |
Total interest from all sources | 2013-12-31 | $881 |
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 year | 2013-12-31 | No |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $394,531 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $181,099 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $123,425 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $291,231 |
Total non interest bearing cash at end of year | 2013-12-31 | $4,166 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $467,251 |
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 | $5,257,215 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $49,950,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $44,692,911 |
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 |
Investment advisory and management fees | 2013-12-31 | $6,351 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $49,181,839 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $44,516,891 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $881 |
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 | $887,546 |
Employer contributions (assets) at end of year | 2013-12-31 | $887,546 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,803,053 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 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 LLP |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 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 | $291,231 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $10,207 |
Total income from all sources (including contributions) | 2012-12-31 | $4,275,355 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,395,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,708,784 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $44,984,142 |
Value of total assets at beginning of year | 2012-12-31 | $43,823,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $686,880 |
Total interest from all sources | 2012-12-31 | $925,334 |
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 year | 2012-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $5,374,862 |
Administrative expenses professional fees incurred | 2012-12-31 | $510,874 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $141,622 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $291,231 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $10,207 |
Total non interest bearing cash at end of year | 2012-12-31 | $467,251 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $341,978 |
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 | $879,691 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $44,692,911 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $43,813,220 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,544,647 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $44,516,891 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $27,561,940 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $27,561,940 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $925,334 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,708,784 |
Contract administrator fees | 2012-12-31 | $34,384 |
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 | 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 | 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 AND YOUNG |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $505,542 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $505,542 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $10,207 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $29,388 |
Total income from all sources (including contributions) | 2011-12-31 | $457,432 |
Total loss/gain on sale of assets | 2011-12-31 | $6,031,282 |
Total of all expenses incurred | 2011-12-31 | $2,943,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,584,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $43,823,427 |
Value of total assets at beginning of year | 2011-12-31 | $46,328,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $358,663 |
Total interest from all sources | 2011-12-31 | $246,828 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $946,472 |
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 | $946,472 |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $5,374,862 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $3,978,228 |
Administrative expenses professional fees incurred | 2011-12-31 | $148,185 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000,000 |
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 |
Administrative expenses (other) incurred | 2011-12-31 | $85,960 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $10,207 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $29,388 |
Total non interest bearing cash at end of year | 2011-12-31 | $341,978 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $27,642 |
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 | $-2,485,668 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $43,813,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $46,298,888 |
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 |
Investment advisory and management fees | 2011-12-31 | $124,518 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,544,647 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $39,916,181 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $27,561,940 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,406,225 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,406,225 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $246,828 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-7,272,692 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,584,437 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $67,554,878 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $61,523,596 |
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 : RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $280,837 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $280,837 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $29,388 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $73,706 |
Total income from all sources (including contributions) | 2010-12-31 | $5,444,602 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,944,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,481,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $46,328,276 |
Value of total assets at beginning of year | 2010-12-31 | $43,872,838 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $463,754 |
Total interest from all sources | 2010-12-31 | $107,504 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,042,843 |
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 | $1,042,843 |
Administrative expenses professional fees incurred | 2010-12-31 | $264,756 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000,000 |
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 |
Administrative expenses (other) incurred | 2010-12-31 | $70,606 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $29,388 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $73,706 |
Total non interest bearing cash at end of year | 2010-12-31 | $27,642 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $26,131 |
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 | $2,499,756 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $46,298,888 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $43,799,132 |
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 |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $3,978,228 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $2,289,887 |
Investment advisory and management fees | 2010-12-31 | $128,392 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $39,916,181 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $40,502,150 |
Interest earned on other investments | 2010-12-31 | $107,504 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,406,225 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,054,670 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,054,670 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,013,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,481,092 |
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 : RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 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 |
2008 : RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2008 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: RETIREMENT PLAN FOR EMPLOYEES OF THE FORMER LUTHERAN MEDICAL CENTER 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |