UPMC PINNACLE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2023 401k financial data |
|---|
| Total transfer of assets from this plan | 2023-12-31 | $8,101,448 |
| Total income from all sources (including contributions) | 2023-12-31 | $81,092,169 |
| Total of all expenses incurred | 2023-12-31 | $48,568,360 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $47,202,901 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $63,640 |
| Value of total assets at end of year | 2023-12-31 | $518,192,206 |
| Value of total assets at beginning of year | 2023-12-31 | $493,769,845 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,301,819 |
| Total interest from all sources | 2023-12-31 | $3,166,216 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $6,995,836 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $6,995,836 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Participant contributions at end of year | 2023-12-31 | $812,634 |
| Participant contributions at beginning of year | 2023-12-31 | $1,681,503 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $312,335 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $341,427 |
| Other income not declared elsewhere | 2023-12-31 | $396,778 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $32,523,809 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $518,192,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $493,769,845 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $1,299,462 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $420,837,136 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $384,017,484 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $4,746,964 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $4,245,305 |
| Interest on participant loans | 2023-12-31 | $71,218 |
| Interest earned on other investments | 2023-12-31 | $3,094,998 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $91,483,137 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $103,484,126 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $9,451,664 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $61,081,675 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $47,202,901 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2023-12-31 | 251408703 |
| Total transfer of assets from this plan | 2023-01-01 | $8,101,448 |
| Total income from all sources (including contributions) | 2023-01-01 | $81,092,169 |
| Total of all expenses incurred | 2023-01-01 | $48,568,360 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $47,202,901 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $63,640 |
| Value of total assets at end of year | 2023-01-01 | $518,192,206 |
| Value of total assets at beginning of year | 2023-01-01 | $493,769,845 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $1,301,819 |
| Total interest from all sources | 2023-01-01 | $3,166,216 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $6,995,836 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $6,995,836 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Participant contributions at end of year | 2023-01-01 | $812,634 |
| Participant contributions at beginning of year | 2023-01-01 | $1,681,503 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $312,335 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $341,427 |
| Other income not declared elsewhere | 2023-01-01 | $396,778 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $32,523,809 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $518,192,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $493,769,845 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $1,299,462 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $420,837,136 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $384,017,484 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $4,746,964 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $4,245,305 |
| Interest on participant loans | 2023-01-01 | $71,218 |
| Interest earned on other investments | 2023-01-01 | $3,094,998 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $91,483,137 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $103,484,126 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $9,451,664 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $61,081,675 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $47,202,901 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2023-01-01 | 251408703 |
| 2022 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2022 401k financial data |
|---|
| Total transfer of assets from this plan | 2022-12-31 | $7,651,954 |
| Total income from all sources (including contributions) | 2022-12-31 | $-97,660,356 |
| Total of all expenses incurred | 2022-12-31 | $61,961,945 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $60,166,683 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $310,303 |
| Value of total assets at end of year | 2022-12-31 | $493,769,845 |
| Value of total assets at beginning of year | 2022-12-31 | $661,044,100 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,484,959 |
| Total interest from all sources | 2022-12-31 | $3,457,143 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,714,327 |
| 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 | $5,714,327 |
| Administrative expenses professional fees incurred | 2022-12-31 | $22,053 |
| 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 | $1,681,503 |
| Participant contributions at beginning of year | 2022-12-31 | $3,664,831 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $341,427 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $443,081 |
| Other income not declared elsewhere | 2022-12-31 | $418,061 |
| 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 | $-159,622,301 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $493,769,845 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $661,044,100 |
| 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 | $1,462,906 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $384,017,484 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $534,363,881 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,245,305 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,942,075 |
| Interest on participant loans | 2022-12-31 | $152,310 |
| Interest earned on other investments | 2022-12-31 | $3,304,833 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $103,484,126 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $116,630,232 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-529,143 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-106,720,744 |
| 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 | $60,166,683 |
| 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 | Unqualified |
| Accountancy firm name | 2022-12-31 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2022-12-31 | 251408703 |
| Total transfer of assets from this plan | 2022-01-01 | $7,651,954 |
| Total income from all sources (including contributions) | 2022-01-01 | $-97,660,356 |
| Total of all expenses incurred | 2022-01-01 | $61,961,945 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $60,166,683 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $310,303 |
| Value of total assets at end of year | 2022-01-01 | $493,769,845 |
| Value of total assets at beginning of year | 2022-01-01 | $661,044,100 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,484,959 |
| Total interest from all sources | 2022-01-01 | $3,457,143 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $5,714,327 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $5,714,327 |
| Administrative expenses professional fees incurred | 2022-01-01 | $22,053 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Participant contributions at end of year | 2022-01-01 | $1,681,503 |
| Participant contributions at beginning of year | 2022-01-01 | $3,664,831 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $341,427 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $443,081 |
| Other income not declared elsewhere | 2022-01-01 | $418,061 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-159,622,301 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $493,769,845 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $661,044,100 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $1,462,906 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $384,017,484 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $534,363,881 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $4,245,305 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $5,942,075 |
| Interest on participant loans | 2022-01-01 | $152,310 |
| Interest earned on other investments | 2022-01-01 | $3,304,833 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $103,484,126 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $116,630,232 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-529,143 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-106,720,744 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $60,166,683 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2022-01-01 | 251408703 |
| 2021 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $80,413,590 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $70,137,228 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $68,334,058 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $75,120 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,309 |
| Value of total assets at end of year | 2021-12-31 | $661,044,100 |
| Value of total assets at beginning of year | 2021-12-31 | $650,767,738 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,728,050 |
| Total interest from all sources | 2021-12-31 | $3,842,685 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,622,751 |
| 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 | $5,622,751 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| 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 | $3,664,831 |
| Participant contributions at beginning of year | 2021-12-31 | $6,296,024 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $443,081 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $132,143 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Other income not declared elsewhere | 2021-12-31 | $835,372 |
| Administrative expenses (other) incurred | 2021-12-31 | $1,728,050 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $10,276,362 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $661,044,100 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $650,767,738 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $540,305,956 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $521,460,878 |
| Interest on participant loans | 2021-12-31 | $295,236 |
| Interest earned on other investments | 2021-12-31 | $3,547,449 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $116,630,232 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $122,878,693 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $70,104,473 |
| 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 |
| Contributions received in cash from employer | 2021-12-31 | $8,309 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $68,334,058 |
| 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 | Unqualified |
| Accountancy firm name | 2021-12-31 | MCKONLY AND ASBURY, LLP |
| Accountancy firm EIN | 2021-12-31 | 231909723 |
| 2020 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $207,357,987 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $76,208,503 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $94,758,958 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $93,183,099 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $201,145 |
| Value of total corrective distributions | 2020-12-31 | $2,863 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $21,489 |
| Value of total assets at end of year | 2020-12-31 | $650,767,738 |
| Value of total assets at beginning of year | 2020-12-31 | $876,676,180 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,371,851 |
| Total interest from all sources | 2020-12-31 | $4,158,881 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $7,596,311 |
| 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 | $7,596,311 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
| 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 | $6,296,024 |
| Participant contributions at beginning of year | 2020-12-31 | $9,884,224 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $23,672 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $132,143 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $126,160 |
| Other income not declared elsewhere | 2020-12-31 | $700,632 |
| Administrative expenses (other) incurred | 2020-12-31 | $1,371,851 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $77 |
| 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 | $-18,550,455 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $650,767,738 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $876,676,180 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $521,460,878 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $721,491,482 |
| Interest on participant loans | 2020-12-31 | $428,989 |
| Interest earned on other investments | 2020-12-31 | $3,729,892 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $122,878,693 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $145,149,035 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $63,731,190 |
| 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 |
| Contributions received in cash from employer | 2020-12-31 | $21,489 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,530 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $93,183,099 |
| 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 | MCKONLY AND ASBURY, LLP |
| Accountancy firm EIN | 2020-12-31 | 231909723 |
| 2019 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $258,556,450 |
| Total income from all sources (including contributions) | 2019-12-31 | $258,556,450 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $69,584,427 |
| Total of all expenses incurred | 2019-12-31 | $69,584,427 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $67,899,489 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $67,899,489 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $32,035 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $32,035 |
| Value of total corrective distributions | 2019-12-31 | $1,025 |
| Value of total corrective distributions | 2019-12-31 | $1,025 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $116,640,122 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $116,640,122 |
| Value of total assets at end of year | 2019-12-31 | $876,676,180 |
| Value of total assets at end of year | 2019-12-31 | $876,676,180 |
| Value of total assets at beginning of year | 2019-12-31 | $687,704,157 |
| Value of total assets at beginning of year | 2019-12-31 | $687,704,157 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,651,878 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,651,878 |
| Total interest from all sources | 2019-12-31 | $4,636,101 |
| Total interest from all sources | 2019-12-31 | $4,636,101 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $12,127,575 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $12,127,575 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| 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 | $12,127,575 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $12,127,575 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| 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 | $12 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $55,003,919 |
| Contributions received from participants | 2019-12-31 | $55,003,919 |
| Participant contributions at end of year | 2019-12-31 | $9,884,224 |
| Participant contributions at end of year | 2019-12-31 | $9,884,224 |
| Participant contributions at beginning of year | 2019-12-31 | $9,036,448 |
| Participant contributions at beginning of year | 2019-12-31 | $9,036,448 |
| Participant contributions at end of year | 2019-12-31 | $23,672 |
| Participant contributions at end of year | 2019-12-31 | $23,672 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $126,160 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $126,160 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $95,417 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $95,417 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $29,369,614 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $29,369,614 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $835,922 |
| Other income not declared elsewhere | 2019-12-31 | $835,922 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,651,878 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,651,878 |
| Total non interest bearing cash at end of year | 2019-12-31 | $77 |
| Total non interest bearing cash at end of year | 2019-12-31 | $77 |
| 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 |
| 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 | $188,972,023 |
| Value of net income/loss | 2019-12-31 | $188,972,023 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $876,676,180 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $876,676,180 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $687,704,157 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $687,704,157 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| 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 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $721,491,482 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $721,491,482 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $548,292,057 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $548,292,057 |
| Interest on participant loans | 2019-12-31 | $512,787 |
| Interest on participant loans | 2019-12-31 | $512,787 |
| Interest earned on other investments | 2019-12-31 | $4,123,314 |
| Interest earned on other investments | 2019-12-31 | $4,123,314 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $145,149,035 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $145,149,035 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $130,280,235 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $130,280,235 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $124,316,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $124,316,730 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| 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 |
| 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 |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $32,266,589 |
| Contributions received in cash from employer | 2019-12-31 | $32,266,589 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,530 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,530 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $67,899,489 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $67,899,489 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| 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 |
| 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 |
| 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 |
| 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 |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MCKONLY AND ASBURY, LLP |
| Accountancy firm EIN | 2019-12-31 | 231909723 |
| Accountancy firm EIN | 2019-12-31 | 231909723 |
| 2018 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $57,498,062 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $50,880,091 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $49,180,123 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $85,017 |
| Value of total corrective distributions | 2018-12-31 | $9,889 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $94,045,066 |
| Value of total assets at end of year | 2018-12-31 | $687,704,157 |
| Value of total assets at beginning of year | 2018-12-31 | $681,086,186 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,605,062 |
| Total interest from all sources | 2018-12-31 | $4,138,037 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $10,651,314 |
| 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 | $10,651,314 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
| 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 |
| Contributions received from participants | 2018-12-31 | $48,534,480 |
| Participant contributions at end of year | 2018-12-31 | $9,036,448 |
| Participant contributions at beginning of year | 2018-12-31 | $8,246,060 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $95,417 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $34,242 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $16,631,513 |
| 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 | $283,425 |
| Other income not declared elsewhere | 2018-12-31 | $593,896 |
| Administrative expenses (other) incurred | 2018-12-31 | $1,605,062 |
| 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 | $6,617,971 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $687,704,157 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $681,086,186 |
| 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 | $548,292,057 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $551,949,805 |
| Interest on participant loans | 2018-12-31 | $424,564 |
| Interest earned on other investments | 2018-12-31 | $3,713,473 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $733 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $733 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $130,280,235 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $119,052,881 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-51,930,251 |
| 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 |
| Contributions received in cash from employer | 2018-12-31 | $28,879,073 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,519,040 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $49,180,123 |
| 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 | MCKONLY AND ASBURY, LLP |
| Accountancy firm EIN | 2018-12-31 | 231909723 |
| 2017 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $60,111,128 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $194,539,012 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $31,260,005 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $30,156,074 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $43,703 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $110,845,401 |
| Value of total assets at end of year | 2017-12-31 | $681,086,186 |
| Value of total assets at beginning of year | 2017-12-31 | $457,696,051 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,060,228 |
| Total interest from all sources | 2017-12-31 | $3,552,668 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $6,457,847 |
| 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 | $6,457,847 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
| 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 | $33,215,623 |
| Participant contributions at end of year | 2017-12-31 | $8,246,060 |
| Participant contributions at beginning of year | 2017-12-31 | $5,746,844 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $34,242 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $30,307 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $57,373,968 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $283,425 |
| Other income not declared elsewhere | 2017-12-31 | $594,956 |
| Administrative expenses (other) incurred | 2017-12-31 | $1,060,228 |
| 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 | $163,279,007 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $681,086,186 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $457,696,051 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $551,949,805 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $346,091,059 |
| Interest on participant loans | 2017-12-31 | $291,992 |
| Interest earned on other investments | 2017-12-31 | $3,260,676 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $733 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $289 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $289 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $119,052,881 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $105,827,552 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $73,088,140 |
| 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 | $20,255,810 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,519,040 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $30,156,074 |
| 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 | MCKONLY AND ASBURY, LLP |
| Accountancy firm EIN | 2017-12-31 | 231909723 |
| 2016 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $69,261,462 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $27,487,834 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $26,901,161 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $27,355 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $43,600,211 |
| Value of total assets at end of year | 2016-12-31 | $457,696,051 |
| Value of total assets at beginning of year | 2016-12-31 | $415,922,423 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $559,318 |
| Total interest from all sources | 2016-12-31 | $3,259,942 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,863,924 |
| 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 | $4,863,924 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
| 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 | $25,396,916 |
| Participant contributions at end of year | 2016-12-31 | $5,746,844 |
| Participant contributions at beginning of year | 2016-12-31 | $5,270,998 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $30,307 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $54,430 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,775,849 |
| Other income not declared elsewhere | 2016-12-31 | $702,783 |
| Administrative expenses (other) incurred | 2016-12-31 | $559,318 |
| 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 | $41,773,628 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $457,696,051 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $415,922,423 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $346,091,059 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $314,512,937 |
| Interest on participant loans | 2016-12-31 | $232,133 |
| Interest earned on other investments | 2016-12-31 | $3,027,809 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $289 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $585 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $585 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $105,827,552 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $96,083,473 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $16,834,602 |
| 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 | $15,427,446 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $26,901,161 |
| 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 | MCKONLY AND ASBURY, LLP |
| Accountancy firm EIN | 2016-12-31 | 231909723 |
| 2015 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $80,488,853 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $42,627,034 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $42,015,060 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $83,481 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $75,953,022 |
| Value of total assets at end of year | 2015-12-31 | $415,922,423 |
| Value of total assets at beginning of year | 2015-12-31 | $378,060,604 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $528,493 |
| Total interest from all sources | 2015-12-31 | $2,833,686 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,407,232 |
| 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 | $4,407,232 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
| 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 | $23,873,411 |
| Participant contributions at end of year | 2015-12-31 | $5,270,998 |
| Participant contributions at beginning of year | 2015-12-31 | $5,014,828 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $54,430 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $37,403,336 |
| Other income not declared elsewhere | 2015-12-31 | $696,720 |
| Administrative expenses (other) incurred | 2015-12-31 | $528,493 |
| 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 | $37,861,819 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $415,922,423 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $378,060,604 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $314,512,937 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $293,397,667 |
| Interest on participant loans | 2015-12-31 | $223,195 |
| Interest earned on other investments | 2015-12-31 | $2,610,016 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $585 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $475 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $96,083,473 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $79,648,109 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,401,807 |
| 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 | $14,676,275 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $42,015,060 |
| 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 | MCKONLY AND ASBURY, LLP |
| Accountancy firm EIN | 2015-12-31 | 231909723 |
| 2014 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $60,494,281 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $29,472,128 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $28,787,951 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $10,054 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $37,339,016 |
| Value of total assets at end of year | 2014-12-31 | $378,060,604 |
| Value of total assets at beginning of year | 2014-12-31 | $347,038,451 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $674,123 |
| Total interest from all sources | 2014-12-31 | $2,533,166 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,969,740 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,969,740 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
| 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 | $21,076,949 |
| Participant contributions at end of year | 2014-12-31 | $5,014,828 |
| Participant contributions at beginning of year | 2014-12-31 | $4,720,694 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,014,563 |
| Other income not declared elsewhere | 2014-12-31 | $837,678 |
| Administrative expenses (other) incurred | 2014-12-31 | $674,123 |
| 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 | $31,022,153 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $378,060,604 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $347,038,451 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $293,397,667 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $266,337,745 |
| Interest on participant loans | 2014-12-31 | $206,065 |
| Interest earned on other investments | 2014-12-31 | $2,327,101 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $79,648,109 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $75,980,012 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $15,814,681 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $13,247,504 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $28,787,951 |
| 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 | MCKONLY AND ASBURY, LLP |
| Accountancy firm EIN | 2014-12-31 | 231909723 |
| 2013 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $80,860,980 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $27,098,532 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $26,569,265 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $11,571 |
| Value of total corrective distributions | 2013-12-31 | $6,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $25,338,225 |
| Value of total assets at end of year | 2013-12-31 | $347,038,451 |
| Value of total assets at beginning of year | 2013-12-31 | $293,276,003 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $511,356 |
| Total interest from all sources | 2013-12-31 | $2,493,335 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,323,182 |
| 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 | $3,323,182 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
| 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 | $17,026,702 |
| Participant contributions at end of year | 2013-12-31 | $4,720,694 |
| Participant contributions at beginning of year | 2013-12-31 | $4,277,862 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,801,285 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $91,891 |
| Other income not declared elsewhere | 2013-12-31 | $537,539 |
| Administrative expenses (other) incurred | 2013-12-31 | $511,356 |
| 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 | $53,762,448 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $347,038,451 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $293,276,003 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $266,337,745 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $215,301,561 |
| Interest on participant loans | 2013-12-31 | $186,020 |
| Interest earned on other investments | 2013-12-31 | $2,307,315 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $75,980,012 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $73,604,689 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $49,168,699 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $6,510,238 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $26,569,265 |
| 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 | MCKONLY AND ASBURY,LLP |
| Accountancy firm EIN | 2013-12-31 | 231909723 |
| 2012 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $53,331,552 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $21,886,270 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $21,769,591 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $80,851 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $21,753,960 |
| Value of total assets at end of year | 2012-12-31 | $293,276,003 |
| Value of total assets at beginning of year | 2012-12-31 | $261,830,721 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $35,828 |
| Total interest from all sources | 2012-12-31 | $2,549,507 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,295,247 |
| 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 | $3,295,247 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $15,328,947 |
| Participant contributions at end of year | 2012-12-31 | $4,277,862 |
| Participant contributions at beginning of year | 2012-12-31 | $4,117,376 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,124,493 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $91,891 |
| Other income not declared elsewhere | 2012-12-31 | $60,577 |
| Administrative expenses (other) incurred | 2012-12-31 | $35,828 |
| 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 | $31,445,282 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $293,276,003 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $261,830,721 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $215,301,561 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $185,601,158 |
| Interest on participant loans | 2012-12-31 | $173,457 |
| Interest earned on other investments | 2012-12-31 | $2,348,286 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $27,764 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $73,604,689 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $70,461,462 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $25,672,261 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $5,300,520 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,650,725 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $21,769,591 |
| 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 | MCKONLY AND ASBURY, LLP |
| Accountancy firm EIN | 2012-12-31 | 231909723 |
| 2011 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $20,988,304 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $17,110,989 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $17,061,092 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $12,071 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $22,384,847 |
| Value of total assets at end of year | 2011-12-31 | $261,830,721 |
| Value of total assets at beginning of year | 2011-12-31 | $257,953,406 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $37,826 |
| Total interest from all sources | 2011-12-31 | $2,447,084 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,830,574 |
| 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 | $2,830,574 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $14,748,566 |
| Participant contributions at end of year | 2011-12-31 | $4,117,376 |
| Participant contributions at beginning of year | 2011-12-31 | $3,962,456 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,141,538 |
| Administrative expenses (other) incurred | 2011-12-31 | $37,826 |
| 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 | $3,877,315 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $261,830,721 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $257,953,406 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $185,601,158 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $185,364,673 |
| Interest on participant loans | 2011-12-31 | $182,962 |
| Interest earned on other investments | 2011-12-31 | $2,264,122 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $70,461,462 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $67,675,552 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-6,674,201 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $6,494,743 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,650,725 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $950,725 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $17,061,092 |
| 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 | MCKONLY AND ASBURY, LLP |
| Accountancy firm EIN | 2011-12-31 | 231909723 |
| 2010 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $43,665,404 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $12,277,096 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $12,234,207 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $3,059 |
| Value of total corrective distributions | 2010-12-31 | $5,970 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $21,455,539 |
| Value of total assets at end of year | 2010-12-31 | $257,953,406 |
| Value of total assets at beginning of year | 2010-12-31 | $226,565,098 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $33,860 |
| Total interest from all sources | 2010-12-31 | $3,721,467 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,660,537 |
| 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 | $2,660,537 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $13,495,400 |
| Participant contributions at end of year | 2010-12-31 | $3,962,456 |
| Participant contributions at beginning of year | 2010-12-31 | $3,668,331 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,548,121 |
| Administrative expenses (other) incurred | 2010-12-31 | $33,860 |
| 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 | $31,388,308 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $257,953,406 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $226,565,098 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $185,364,673 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $160,409,615 |
| Interest on participant loans | 2010-12-31 | $191,900 |
| Interest earned on other investments | 2010-12-31 | $3,529,567 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $67,675,552 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $62,487,152 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $15,827,861 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $6,412,018 |
| Employer contributions (assets) at end of year | 2010-12-31 | $950,725 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $12,234,207 |
| 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 | PARENTEBEARD LLC |
| Accountancy firm EIN | 2010-12-31 | 232932984 |
| 2009 : PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS 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 |