401k Plan data: SHS 403B PLAN plan

SHS 403B PLAN 401k Plan overview

Plan Name	SHS 403B PLAN
Plan identification number	002

SHS 403B 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)(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.
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

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

Company Name: SUSQUEHANNA HEALTH SYSTEM

Employer identification number (EIN): 232751183

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHS 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ELIZABETH W. BRUBAKER
002 2017-01-01 ELIZABETH W. BRUBAKER
002 2016-01-01 ELIZABETH W. BRUBAKER
002 2015-01-01 ELIZABETH W. BRUBAKER
002 2014-01-01 ELIZABETH W. BRUBAKER
002 2013-01-01 ELIZABETH W. BRUBAKER CHARLES SANTANGELO 2014-10-15
002 2012-01-01 ELIZABETH W. BRUBAKER CHARLES SANTANGELO 2013-10-11
002 2011-01-01 GLENN MECHLING CHARLES SANTANGELO 2012-10-05
002 2010-01-01 CLARE KIEHART CHARLES SANTANGELO 2011-10-12
002 2009-01-01 CLARE KIEHART

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ELIZABETH W. BRUBAKER
002	2017-01-01	ELIZABETH W. BRUBAKER
002	2016-01-01	ELIZABETH W. BRUBAKER
002	2015-01-01	ELIZABETH W. BRUBAKER
002	2014-01-01	ELIZABETH W. BRUBAKER
002	2013-01-01	ELIZABETH W. BRUBAKER	CHARLES SANTANGELO	2014-10-15
002	2012-01-01	ELIZABETH W. BRUBAKER	CHARLES SANTANGELO	2013-10-11
002	2011-01-01	GLENN MECHLING	CHARLES SANTANGELO	2012-10-05
002	2010-01-01	CLARE KIEHART	CHARLES SANTANGELO	2011-10-12
002	2009-01-01	CLARE KIEHART

Plan Statistics for SHS 403B PLAN

401k plan membership statisitcs for SHS 403B PLAN

Measure Date Value
2022: SHS 403B PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,663
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,533
Number of retired or separated participants receiving benefits 2022-01-01 96
Number of other retired or separated participants entitled to future benefits 2022-01-01 782
Total of all active and inactive participants 2022-01-01 2,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 21
Total participants 2022-01-01 2,432
Number of participants with account balances 2022-01-01 2,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: SHS 403B PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,928
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,734
Number of retired or separated participants receiving benefits 2021-01-01 97
Number of other retired or separated participants entitled to future benefits 2021-01-01 813
Total of all active and inactive participants 2021-01-01 2,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 19
Total participants 2021-01-01 2,663
Number of participants with account balances 2021-01-01 2,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: SHS 403B PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,417
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,093
Number of retired or separated participants receiving benefits 2020-01-01 64
Number of other retired or separated participants entitled to future benefits 2020-01-01 756
Total of all active and inactive participants 2020-01-01 2,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 15
Total participants 2020-01-01 2,928
Number of participants with account balances 2020-01-01 2,928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: SHS 403B PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5,203
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,658
Number of retired or separated participants receiving benefits 2019-01-01 101
Number of other retired or separated participants entitled to future benefits 2019-01-01 645
Total of all active and inactive participants 2019-01-01 3,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 13
Total participants 2019-01-01 3,417
Number of participants with account balances 2019-01-01 3,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: SHS 403B PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5,500
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4,380
Number of retired or separated participants receiving benefits 2018-01-01 100
Number of other retired or separated participants entitled to future benefits 2018-01-01 722
Total of all active and inactive participants 2018-01-01 5,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 5,203
Number of participants with account balances 2018-01-01 3,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 57
2017: SHS 403B PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4,865
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4,353
Number of retired or separated participants receiving benefits 2017-01-01 81
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,029
Total of all active and inactive participants 2017-01-01 5,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 10
Total participants 2017-01-01 5,473
Number of participants with account balances 2017-01-01 5,392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 79
2016: SHS 403B PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4,846
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3,815
Number of retired or separated participants receiving benefits 2016-01-01 70
Number of other retired or separated participants entitled to future benefits 2016-01-01 969
Total of all active and inactive participants 2016-01-01 4,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 11
Total participants 2016-01-01 4,865
Number of participants with account balances 2016-01-01 4,806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 146
2015: SHS 403B PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4,850
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3,901
Number of retired or separated participants receiving benefits 2015-01-01 58
Number of other retired or separated participants entitled to future benefits 2015-01-01 879
Total of all active and inactive participants 2015-01-01 4,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 8
Total participants 2015-01-01 4,846
Number of participants with account balances 2015-01-01 4,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 110
2014: SHS 403B PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,436
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3,966
Number of retired or separated participants receiving benefits 2014-01-01 52
Number of other retired or separated participants entitled to future benefits 2014-01-01 823
Total of all active and inactive participants 2014-01-01 4,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 9
Total participants 2014-01-01 4,850
Number of participants with account balances 2014-01-01 4,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 32
2013: SHS 403B PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,309
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3,021
Number of retired or separated participants receiving benefits 2013-01-01 25
Number of other retired or separated participants entitled to future benefits 2013-01-01 368
Total of all active and inactive participants 2013-01-01 3,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 3,418
Number of participants with account balances 2013-01-01 2,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHS 403B PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,236
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,925
Number of retired or separated participants receiving benefits 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 368
Total of all active and inactive participants 2012-01-01 3,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 3,309
Number of participants with account balances 2012-01-01 2,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SHS 403B PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,448
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,885
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 341
Total of all active and inactive participants 2011-01-01 3,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 3,236
Number of participants with account balances 2011-01-01 2,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SHS 403B PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,628
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,905
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 538
Total of all active and inactive participants 2010-01-01 3,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 3
Total participants 2010-01-01 3,448
Number of participants with account balances 2010-01-01 2,757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SHS 403B PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,049
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,147
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 476
Total of all active and inactive participants 2009-01-01 2,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2,628
Number of participants with account balances 2009-01-01 2,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SHS 403B PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,663
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,533
Number of retired or separated participants receiving benefits	2022-01-01	96
Number of other retired or separated participants entitled to future benefits	2022-01-01	782
Total of all active and inactive participants	2022-01-01	2,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	21
Total participants	2022-01-01	2,432
Number of participants with account balances	2022-01-01	2,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: SHS 403B PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,928
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,734
Number of retired or separated participants receiving benefits	2021-01-01	97
Number of other retired or separated participants entitled to future benefits	2021-01-01	813
Total of all active and inactive participants	2021-01-01	2,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	19
Total participants	2021-01-01	2,663
Number of participants with account balances	2021-01-01	2,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: SHS 403B PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,417
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,093
Number of retired or separated participants receiving benefits	2020-01-01	64
Number of other retired or separated participants entitled to future benefits	2020-01-01	756
Total of all active and inactive participants	2020-01-01	2,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	15
Total participants	2020-01-01	2,928
Number of participants with account balances	2020-01-01	2,928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: SHS 403B PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5,203
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,658
Number of retired or separated participants receiving benefits	2019-01-01	101
Number of other retired or separated participants entitled to future benefits	2019-01-01	645
Total of all active and inactive participants	2019-01-01	3,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	13
Total participants	2019-01-01	3,417
Number of participants with account balances	2019-01-01	3,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: SHS 403B PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5,500
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4,380
Number of retired or separated participants receiving benefits	2018-01-01	100
Number of other retired or separated participants entitled to future benefits	2018-01-01	722
Total of all active and inactive participants	2018-01-01	5,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	5,203
Number of participants with account balances	2018-01-01	3,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	57
2017: SHS 403B PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,865
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4,353
Number of retired or separated participants receiving benefits	2017-01-01	81
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,029
Total of all active and inactive participants	2017-01-01	5,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	10
Total participants	2017-01-01	5,473
Number of participants with account balances	2017-01-01	5,392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	79
2016: SHS 403B PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4,846
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3,815
Number of retired or separated participants receiving benefits	2016-01-01	70
Number of other retired or separated participants entitled to future benefits	2016-01-01	969
Total of all active and inactive participants	2016-01-01	4,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	11
Total participants	2016-01-01	4,865
Number of participants with account balances	2016-01-01	4,806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	146
2015: SHS 403B PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4,850
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3,901
Number of retired or separated participants receiving benefits	2015-01-01	58
Number of other retired or separated participants entitled to future benefits	2015-01-01	879
Total of all active and inactive participants	2015-01-01	4,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	8
Total participants	2015-01-01	4,846
Number of participants with account balances	2015-01-01	4,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	110
2014: SHS 403B PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,436
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3,966
Number of retired or separated participants receiving benefits	2014-01-01	52
Number of other retired or separated participants entitled to future benefits	2014-01-01	823
Total of all active and inactive participants	2014-01-01	4,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	9
Total participants	2014-01-01	4,850
Number of participants with account balances	2014-01-01	4,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	32
2013: SHS 403B PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,309
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3,021
Number of retired or separated participants receiving benefits	2013-01-01	25
Number of other retired or separated participants entitled to future benefits	2013-01-01	368
Total of all active and inactive participants	2013-01-01	3,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	3,418
Number of participants with account balances	2013-01-01	2,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHS 403B PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,236
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,925
Number of retired or separated participants receiving benefits	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	368
Total of all active and inactive participants	2012-01-01	3,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	3,309
Number of participants with account balances	2012-01-01	2,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHS 403B PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,448
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,885
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	341
Total of all active and inactive participants	2011-01-01	3,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	3,236
Number of participants with account balances	2011-01-01	2,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SHS 403B PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,628
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,905
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	538
Total of all active and inactive participants	2010-01-01	3,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	3
Total participants	2010-01-01	3,448
Number of participants with account balances	2010-01-01	2,757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SHS 403B PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,049
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,147
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	476
Total of all active and inactive participants	2009-01-01	2,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2,628
Number of participants with account balances	2009-01-01	2,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHS 403B PLAN

Measure	Date	Value
2022 : SHS 403B PLAN 2022 401k financial data
Total transfer of assets from this plan	2022-12-31	$617,912
Total income from all sources (including contributions)	2022-12-31	$-36,133,496
Total of all expenses incurred	2022-12-31	$22,848,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$22,315,385
Value of total assets at end of year	2022-12-31	$171,029,853
Value of total assets at beginning of year	2022-12-31	$230,629,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$532,890
Total interest from all sources	2022-12-31	$466,459
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,821,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,821,464
Administrative expenses professional fees incurred	2022-12-31	$237,004
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$52,918
Participant contributions at beginning of year	2022-12-31	$94,578
Other income not declared elsewhere	2022-12-31	$7,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-58,981,771
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$171,029,853
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$230,629,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$295,886
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$150,181,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$204,755,861
Interest on participant loans	2022-12-31	$1,362
Interest earned on other investments	2022-12-31	$465,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$20,795,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$25,779,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-39,428,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$22,315,385
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2022-12-31	251408703
2021 : SHS 403B PLAN 2021 401k financial data
Total transfer of assets from this plan	2021-12-31	$3,199,442
Total income from all sources (including contributions)	2021-12-31	$26,167,127
Total of all expenses incurred	2021-12-31	$26,369,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$25,693,798
Expenses. Certain deemed distributions of participant loans	2021-12-31	$86,386
Value of total assets at end of year	2021-12-31	$230,629,536
Value of total assets at beginning of year	2021-12-31	$234,031,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$589,430
Total interest from all sources	2021-12-31	$546,282
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,495,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,495,356
Administrative expenses professional fees incurred	2021-12-31	$21,134
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$94,578
Participant contributions at beginning of year	2021-12-31	$177,748
Administrative expenses (other) incurred	2021-12-31	$300,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-202,487
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$230,629,536
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$234,031,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$267,371
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$204,755,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$205,331,376
Interest on participant loans	2021-12-31	$2,578
Interest earned on other investments	2021-12-31	$543,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$25,779,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$28,522,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$21,125,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$25,693,798
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	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	SCHNEIDER DOWNS & CO INC
Accountancy firm EIN	2021-12-31	251408703
2020 : SHS 403B PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-12-31	$5,717,247
Total income from all sources (including contributions)	2020-12-31	$31,413,260
Total of all expenses incurred	2020-12-31	$26,162,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$25,519,995
Expenses. Certain deemed distributions of participant loans	2020-12-31	$34,602
Value of total assets at end of year	2020-12-31	$234,031,465
Value of total assets at beginning of year	2020-12-31	$234,498,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$608,337
Total interest from all sources	2020-12-31	$634,709
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,045,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,045,319
Administrative expenses professional fees incurred	2020-12-31	$47,179
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$177,748
Participant contributions at beginning of year	2020-12-31	$380,433
Administrative expenses (other) incurred	2020-12-31	$280,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,250,326
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$234,031,465
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$234,498,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$280,899
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$205,331,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$205,309,142
Interest on participant loans	2020-12-31	$4,905
Interest earned on other investments	2020-12-31	$629,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$28,522,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$28,808,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$27,733,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$25,519,995
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SCHNEIDER DOWNS & CO INC
Accountancy firm EIN	2020-12-31	251408703
2019 : SHS 403B PLAN 2019 401k financial data
Total transfer of assets from this plan	2019-12-31	$7,571,351
Total income from all sources (including contributions)	2019-12-31	$43,026,977
Total of all expenses incurred	2019-12-31	$26,786,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$26,086,408
Expenses. Certain deemed distributions of participant loans	2019-12-31	$60,342
Value of total assets at end of year	2019-12-31	$234,498,386
Value of total assets at beginning of year	2019-12-31	$225,829,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$639,605
Total interest from all sources	2019-12-31	$10,398
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,341,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,341,882
Administrative expenses professional fees incurred	2019-12-31	$46,044
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Participant contributions at end of year	2019-12-31	$380,433
Participant contributions at beginning of year	2019-12-31	$904,079
Administrative expenses (other) incurred	2019-12-31	$359,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$16,240,622
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$234,498,386
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$225,829,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$233,814
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$205,309,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$195,253,640
Interest on participant loans	2019-12-31	$10,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$28,808,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$29,671,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$38,674,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$26,086,408
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2019-12-31	346565596
2018 : SHS 403B PLAN 2018 401k financial data
Total transfer of assets from this plan	2018-12-31	$61,094,248
Total income from all sources (including contributions)	2018-12-31	$-10,734,624
Total of all expenses incurred	2018-12-31	$37,378,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$36,745,600
Expenses. Certain deemed distributions of participant loans	2018-12-31	$276,736
Value of total assets at end of year	2018-12-31	$225,829,115
Value of total assets at beginning of year	2018-12-31	$335,036,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$355,930
Total interest from all sources	2018-12-31	$3,092
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,696,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,696,379
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Participant contributions at end of year	2018-12-31	$904,079
Participant contributions at beginning of year	2018-12-31	$1,761,808
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$16,301
Administrative expenses (other) incurred	2018-12-31	$355,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-48,112,890
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$225,829,115
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$335,036,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$195,253,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$288,706,043
Interest on participant loans	2018-12-31	$3,092
Interest earned on other investments	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$29,671,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$33,123,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-15,434,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$11,428,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$36,745,600
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2018-12-31	346565596
2017 : SHS 403B PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$18,762
Total income from all sources (including contributions)	2017-12-31	$70,062,455
Total of all expenses incurred	2017-12-31	$20,550,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$19,801,278
Expenses. Certain deemed distributions of participant loans	2017-12-31	$155,034
Value of total corrective distributions	2017-12-31	$3,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$29,936,259
Value of total assets at end of year	2017-12-31	$335,036,253
Value of total assets at beginning of year	2017-12-31	$285,505,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$590,670
Total interest from all sources	2017-12-31	$715,331
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,765,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,765,679
Administrative expenses professional fees incurred	2017-12-31	$16,650
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$17,566,851
Participant contributions at end of year	2017-12-31	$1,761,808
Participant contributions at beginning of year	2017-12-31	$1,466,869
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$939,980
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$16,301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$12,125
Administrative expenses (other) incurred	2017-12-31	$333,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$49,512,417
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$335,036,253
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$285,505,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$240,484
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$288,706,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$239,623,663
Interest on participant loans	2017-12-31	$31,426
Interest earned on other investments	2017-12-31	$683,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$33,123,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$33,583,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$34,645,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$11,429,428
Employer contributions (assets) at end of year	2017-12-31	$11,428,941
Employer contributions (assets) at beginning of year	2017-12-31	$10,818,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$19,801,278
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : SHS 403B PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$49,383,744
Total of all expenses incurred	2016-12-31	$22,222,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$21,499,499
Expenses. Certain deemed distributions of participant loans	2016-12-31	$226,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$27,470,370
Value of total assets at end of year	2016-12-31	$285,505,074
Value of total assets at beginning of year	2016-12-31	$258,343,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$496,639
Total interest from all sources	2016-12-31	$38,590
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,007,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,007,084
Administrative expenses professional fees incurred	2016-12-31	$18,267
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$15,609,678
Participant contributions at end of year	2016-12-31	$1,466,869
Participant contributions at beginning of year	2016-12-31	$1,487,855
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,059,319
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$12,125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$8,846
Administrative expenses (other) incurred	2016-12-31	$222,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$27,161,168
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$285,505,074
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$258,343,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$255,833
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$239,623,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$219,437,110
Interest on participant loans	2016-12-31	$27,768
Interest earned on other investments	2016-12-31	$8,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$33,583,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$26,297,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$17,867,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$10,801,373
Employer contributions (assets) at end of year	2016-12-31	$10,818,685
Employer contributions (assets) at beginning of year	2016-12-31	$11,112,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$21,499,499
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : SHS 403B PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$111,104,311
Total of all expenses incurred	2015-12-31	$20,412,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$19,929,046
Expenses. Certain deemed distributions of participant loans	2015-12-31	$170,783
Value of total corrective distributions	2015-12-31	$298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$113,846,241
Value of total assets at end of year	2015-12-31	$258,343,906
Value of total assets at beginning of year	2015-12-31	$167,652,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$312,538
Total interest from all sources	2015-12-31	$279,995
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,096,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,096,267
Administrative expenses professional fees incurred	2015-12-31	$12,220
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$14,988,516
Participant contributions at end of year	2015-12-31	$1,487,855
Participant contributions at beginning of year	2015-12-31	$1,089,435
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$87,687,216
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$8,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$9,041
Administrative expenses (other) incurred	2015-12-31	$122,598
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$165,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$90,691,646
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$258,343,906
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$167,652,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$177,720
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$219,437,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$138,989,198
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$17,088,978
Interest on participant loans	2015-12-31	$20,532
Interest earned on other investments	2015-12-31	$240,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$18,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$26,297,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$7,346,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-6,118,192
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$11,170,509
Employer contributions (assets) at end of year	2015-12-31	$11,112,873
Employer contributions (assets) at beginning of year	2015-12-31	$2,963,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$19,929,046
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : SHS 403B PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$40,690,481
Total income from all sources (including contributions)	2014-12-31	$33,240,040
Total of all expenses incurred	2014-12-31	$13,303,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$12,997,694
Expenses. Certain deemed distributions of participant loans	2014-12-31	$128,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$23,810,774
Value of total assets at end of year	2014-12-31	$167,652,260
Value of total assets at beginning of year	2014-12-31	$107,025,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$176,842
Total interest from all sources	2014-12-31	$266,387
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,443,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,443,384
Administrative expenses professional fees incurred	2014-12-31	$2,457
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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
Contributions received from participants	2014-12-31	$12,353,761
Participant contributions at end of year	2014-12-31	$1,089,435
Participant contributions at beginning of year	2014-12-31	$647,482
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,287,087
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$9,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$5,520
Administrative expenses (other) incurred	2014-12-31	$68,446
Total non interest bearing cash at end of year	2014-12-31	$165,707
Total non interest bearing cash at beginning of year	2014-12-31	$99,816
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	$19,936,576
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$167,652,260
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$107,025,203
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	$105,939
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$138,989,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$91,677,475
Value of interest in pooled separate accounts at end of year	2014-12-31	$17,088,978
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$14,593,820
Interest on participant loans	2014-12-31	$18,622
Interest earned on other investments	2014-12-31	$247,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$7,346,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$6,719,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$10,169,926
Employer contributions (assets) at end of year	2014-12-31	$2,963,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$12,997,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
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	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : SHS 403B PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$26,800,874
Total of all expenses incurred	2013-12-31	$9,419,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,210,602
Expenses. Certain deemed distributions of participant loans	2013-12-31	$71,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$10,303,870
Value of total assets at end of year	2013-12-31	$107,025,203
Value of total assets at beginning of year	2013-12-31	$89,643,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$136,904
Total interest from all sources	2013-12-31	$191,386
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,259,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,259,557
Administrative expenses professional fees incurred	2013-12-31	$636
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Contributions received from participants	2013-12-31	$8,763,978
Participant contributions at end of year	2013-12-31	$647,482
Participant contributions at beginning of year	2013-12-31	$550,820
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,539,892
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$5,520
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$4,094
Administrative expenses (other) incurred	2013-12-31	$30,769
Total non interest bearing cash at end of year	2013-12-31	$99,816
Total non interest bearing cash at beginning of year	2013-12-31	$46,995
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	$17,381,741
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$107,025,203
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$89,643,462
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	$103,195
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$91,677,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$74,308,763
Value of interest in pooled separate accounts at end of year	2013-12-31	$14,593,820
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$14,731,894
Interest on participant loans	2013-12-31	$13,465
Interest earned on other investments	2013-12-31	$177,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$896
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$15,046,061
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,210,602
Contract administrator fees	2013-12-31	$2,304
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	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : SHS 403B PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$18,677,949
Total of all expenses incurred	2012-12-31	$5,856,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,652,253
Expenses. Certain deemed distributions of participant loans	2012-12-31	$94,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$9,202,940
Value of total assets at end of year	2012-12-31	$89,643,462
Value of total assets at beginning of year	2012-12-31	$76,822,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$109,992
Total interest from all sources	2012-12-31	$195,337
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,508,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,508,553
Administrative expenses professional fees incurred	2012-12-31	$494
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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
Contributions received from participants	2012-12-31	$8,487,646
Participant contributions at end of year	2012-12-31	$550,820
Participant contributions at beginning of year	2012-12-31	$529,088
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$715,294
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$4,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$4,510
Administrative expenses (other) incurred	2012-12-31	$9,960
Total non interest bearing cash at end of year	2012-12-31	$46,995
Total non interest bearing cash at beginning of year	2012-12-31	$11,558
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	$12,821,154
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$89,643,462
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$76,822,308
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
Investment advisory and management fees	2012-12-31	$99,538
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$74,308,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$61,757,176
Value of interest in pooled separate accounts at end of year	2012-12-31	$14,731,894
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$14,519,976
Interest on participant loans	2012-12-31	$14,713
Interest earned on other investments	2012-12-31	$180,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$896
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$7,771,119
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	Yes
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,652,253
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	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : SHS 403B PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$6,784,434
Total of all expenses incurred	2011-12-31	$4,344,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,058,489
Expenses. Certain deemed distributions of participant loans	2011-12-31	$177,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,827,632
Value of total assets at end of year	2011-12-31	$76,822,308
Value of total assets at beginning of year	2011-12-31	$74,381,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$107,671
Total interest from all sources	2011-12-31	$276,286
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,046,819
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	$1,046,819
Administrative expenses professional fees incurred	2011-12-31	$9,975
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$7,677,435
Participant contributions at end of year	2011-12-31	$529,088
Participant contributions at beginning of year	2011-12-31	$670,974
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$150,197
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$4,510
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$7,544
Administrative expenses (other) incurred	2011-12-31	$1,291
Total non interest bearing cash at end of year	2011-12-31	$11,558
Total non interest bearing cash at beginning of year	2011-12-31	$22,832
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	$2,440,364
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$76,822,308
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$74,381,944
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	$96,405
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$61,757,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$59,742,059
Value of interest in pooled separate accounts at end of year	2011-12-31	$14,519,976
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$13,938,535
Interest on participant loans	2011-12-31	$24,525
Interest earned on other investments	2011-12-31	$251,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,366,303
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,058,489
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	BKD, LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : SHS 403B PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$14,799,002
Total of all expenses incurred	2010-12-31	$3,663,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,602,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$7,898,647
Value of total assets at end of year	2010-12-31	$74,381,944
Value of total assets at beginning of year	2010-12-31	$63,246,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$61,111
Total interest from all sources	2010-12-31	$506,906
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,105,773
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	$1,105,773
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
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	$7,086,226
Participant contributions at end of year	2010-12-31	$670,974
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$812,421
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$7,544
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$414,780
Administrative expenses (other) incurred	2010-12-31	$2,330
Total non interest bearing cash at end of year	2010-12-31	$22,832
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	$11,135,880
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$74,381,944
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$63,246,064
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
Investment advisory and management fees	2010-12-31	$58,781
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$59,742,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$45,895,285
Value of interest in pooled separate accounts at end of year	2010-12-31	$13,938,535
Interest on participant loans	2010-12-31	$33,759
Interest earned on other investments	2010-12-31	$473,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,128,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,128,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$14,807,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$5,287,676
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,602,011
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	Yes
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	BKD, LLP
Accountancy firm EIN	2010-12-31	440160260
2009 : SHS 403B 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 SHS 403B PLAN

2022: SHS 403B PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHS 403B PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHS 403B PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHS 403B PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHS 403B PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SHS 403B PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHS 403B PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHS 403B PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHS 403B PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: SHS 403B PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: SHS 403B PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: SHS 403B PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: SHS 403B PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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: SHS 403B PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	2432
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	2432
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	2663
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	2663
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	2928
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	2928
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	3417
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	3417
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	3901
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	3901
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	4754
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	4754
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	4403
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	2968
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	2820
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	2659
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069373

Policy instance

Insurance contract or identification number	TT069373
Number of Individuals Covered	2757
Insurance policy start date	2010-04-15
Insurance policy end date	2010-12-31

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

300389

Policy instance

Insurance contract or identification number	300389
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-04-15
Total amount of commissions paid to insurance broker	USD $34,398
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,398
Insurance broker organization code?	3
Insurance broker name	NRP FINANCIAL, INC.

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Company Name:	SUSQUEHANNA HEALTH SYSTEM
Employer identification number (EIN):	232751183
NAIC Classification:	622000
NAIC Description:	Hospitals