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INTERIM LSU HOSPITAL 403(B) PLAN 401k Plan overview

Plan NameINTERIM LSU HOSPITAL 403(B) PLAN
Plan identification number 001

INTERIM LSU HOSPITAL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

INTERIM LSU HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:INTERIM LSU HOSPITAL
Employer identification number (EIN):251925187
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERIM LSU HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01CHAD COURREGE CHAD COURREGE2017-05-15
0012015-01-01TROY BOND TROY BOND2016-10-17
0012014-01-01TROY BOND TROY BOND2015-10-15
0012013-06-24TROY BOND TROY BOND2014-10-15

Plan Statistics for INTERIM LSU HOSPITAL 403(B) PLAN

401k plan membership statisitcs for INTERIM LSU HOSPITAL 403(B) PLAN

Measure Date Value
2016: INTERIM LSU HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,360
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INTERIM LSU HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,243
Total number of active participants reported on line 7a of the Form 55002015-01-012,198
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01413
Total of all active and inactive participants2015-01-012,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,611
Number of participants with account balances2015-01-012,354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01355
2014: INTERIM LSU HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,778
Total number of active participants reported on line 7a of the Form 55002014-01-012,234
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-012,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,243
Number of participants with account balances2014-01-011,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: INTERIM LSU HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-240
Total number of active participants reported on line 7a of the Form 55002013-06-241,689
Number of retired or separated participants receiving benefits2013-06-240
Number of other retired or separated participants entitled to future benefits2013-06-2485
Total of all active and inactive participants2013-06-241,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-240
Total participants2013-06-241,774
Number of participants with account balances2013-06-241,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-24349

Financial Data on INTERIM LSU HOSPITAL 403(B) PLAN

Measure Date Value
2016 : INTERIM LSU HOSPITAL 403(B) PLAN 2016 401k financial data
Total transfer of assets from this plan2016-07-01$29,328,113
Total income from all sources (including contributions)2016-07-01$5,453,009
Total of all expenses incurred2016-07-01$948,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-01$948,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-01$4,253,450
Value of total assets at end of year2016-07-01$0
Value of total assets at beginning of year2016-07-01$24,823,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-01$66
Total interest from all sources2016-07-01$5,929
Total dividends received (eg from common stock, registered investment company shares)2016-07-01$124,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-01No
Total dividends received from registered investment company shares (eg mutual funds)2016-07-01$124,106
Was this plan covered by a fidelity bond2016-07-01Yes
Value of fidelity bond cover2016-07-01$5,000,000
If this is an individual account plan, was there a blackout period2016-07-01No
Were there any nonexempt tranactions with any party-in-interest2016-07-01No
Contributions received from participants2016-07-01$2,655,706
Participant contributions at end of year2016-07-01$0
Participant contributions at beginning of year2016-07-01$173,660
Income. Received or receivable in cash from other sources (including rollovers)2016-07-01$150,403
Administrative expenses (other) incurred2016-07-01$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-01No
Value of net income/loss2016-07-01$4,504,756
Value of net assets at end of year (total assets less liabilities)2016-07-01$0
Value of net assets at beginning of year (total assets less liabilities)2016-07-01$24,823,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-01No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-01No
Were any leases to which the plan was party in default or uncollectible2016-07-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-01$23,986,597
Interest earned on other investments2016-07-01$5,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-07-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-07-01$490,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-01$1,069,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-01No
Was there a failure to transmit to the plan any participant contributions2016-07-01No
Has the plan failed to provide any benefit when due under the plan2016-07-01No
Contributions received in cash from employer2016-07-01$1,447,341
Employer contributions (assets) at end of year2016-07-01$0
Employer contributions (assets) at beginning of year2016-07-01$172,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-01$948,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-07-01No
Did the plan have assets held for investment2016-07-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-01Yes
Opinion of an independent qualified public accountant for this plan2016-07-01Disclaimer
Accountancy firm name2016-07-01LAPORTE, APAC
Accountancy firm EIN2016-07-01721088864
2015 : INTERIM LSU HOSPITAL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$10,761,505
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$849,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$849,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,297,555
Value of total assets at end of year2015-12-31$24,823,357
Value of total assets at beginning of year2015-12-31$14,911,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$7,193
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$796,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$796,507
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,763,726
Participant contributions at end of year2015-12-31$173,660
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$667,874
Other income not declared elsewhere2015-12-31$16,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$9,911,543
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,823,357
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,911,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,986,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,640,140
Interest earned on other investments2015-12-31$7,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$490,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$271,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,356,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,865,955
Employer contributions (assets) at end of year2015-12-31$172,164
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$849,962
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LAPORTE, APAC
Accountancy firm EIN2015-12-31721088864
2014 : INTERIM LSU HOSPITAL 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$10,359,205
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$331,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$331,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,932,058
Value of total assets at end of year2014-12-31$14,911,814
Value of total assets at beginning of year2014-12-31$4,884,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$3,372
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$421,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$421,016
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,086,679
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$330,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,027,677
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,911,814
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,884,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,640,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,828,397
Interest earned on other investments2014-12-31$3,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$271,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$55,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,514,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$331,528
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LAPORTE, APAC
Accountancy firm EIN2014-12-31721088864
2013 : INTERIM LSU HOSPITAL 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,899,898
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,725,053
Value of total assets at end of year2013-12-31$4,884,137
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$191
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$162,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$162,962
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,402,990
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$309,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,884,137
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,884,137
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,828,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest earned on other investments2013-12-31$191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$55,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,012,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,761
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LAPORTE, APAC
Accountancy firm EIN2013-12-31721088864

Form 5500 Responses for INTERIM LSU HOSPITAL 403(B) PLAN

2016: INTERIM LSU HOSPITAL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERIM LSU HOSPITAL 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERIM LSU HOSPITAL 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERIM LSU HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-06-24Type of plan entitySingle employer plan
2013-06-24First time form 5500 has been submittedYes
2013-06-24Submission has been amendedNo
2013-06-24This submission is the final filingNo
2013-06-24This return/report is a short plan year return/report (less than 12 months)Yes
2013-06-24Plan is a collectively bargained planNo
2013-06-24Plan funding arrangement – InsuranceYes
2013-06-24Plan funding arrangement – TrustYes
2013-06-24Plan benefit arrangement – InsuranceYes
2013-06-24Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406276
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406276
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406276
Policy instance 1

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