MERCY HEALTH SYSTEM - WESTERN OHIO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COMMUNITY HOSPITAL RETIREMENT PLAN
Measure | Date | Value |
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2012 : COMMUNITY HOSPITAL RETIREMENT PLAN 2012 401k financial data |
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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 | $140,013 |
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 | $8,119,759 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,694,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,599,950 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,613,797 |
Value of total assets at end of year | 2012-12-31 | $33,165,632 |
Value of total assets at beginning of year | 2012-12-31 | $28,600,142 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $94,332 |
Total interest from all sources | 2012-12-31 | $168,811 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $94,332 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $91,097 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $140,013 |
Other income not declared elsewhere | 2012-12-31 | $11,147 |
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 | $4,425,477 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $33,025,619 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,600,142 |
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 beginning of year | 2012-12-31 | $17,968,193 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $30,642,107 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $347,109 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $347,109 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $168,811 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $228,525 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $229,322 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $4,550,755 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,502,170 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 | $3,613,797 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,295,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,599,950 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $4,813,666 |
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 | ERNST & YOUNG |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : COMMUNITY HOSPITAL RETIREMENT PLAN 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,678,874 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,678,874 |
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 | $1,535,484 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,660,840 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,480,612 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,837,500 |
Value of total assets at end of year | 2011-12-31 | $28,600,159 |
Value of total assets at beginning of year | 2011-12-31 | $30,725,515 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $180,228 |
Total interest from all sources | 2011-12-31 | $418,899 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $350,944 |
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 | $350,944 |
Administrative expenses professional fees incurred | 2011-12-31 | $31,053 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $91,114 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $87,809 |
Other income not declared elsewhere | 2011-12-31 | $9,318 |
Administrative expenses (other) incurred | 2011-12-31 | $72,637 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-2,125,356 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,600,159 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $30,725,515 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $5,904 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,968,193 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $20,611,126 |
Income. Interest from US Government securities | 2011-12-31 | $203,111 |
Income. Interest from corporate debt instruments | 2011-12-31 | $215,561 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $347,109 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $447,798 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $447,798 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $227 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $229,322 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $266,877 |
Asset value of US Government securities at end of year | 2011-12-31 | $4,550,755 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $4,543,404 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $597,697 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,837,500 |
Employer contributions (assets) at end of year | 2011-12-31 | $600,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $412,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,480,612 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $4,813,666 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $4,356,001 |
Contract administrator fees | 2011-12-31 | $70,634 |
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 | ERNST & YOUNG |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : COMMUNITY HOSPITAL RETIREMENT PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $50,577 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $50,577 |
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 | $4,396,202 |
Total loss/gain on sale of assets | 2010-12-31 | $-5,630 |
Total of all expenses incurred | 2010-12-31 | $2,959,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,935,089 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,450,000 |
Value of total assets at end of year | 2010-12-31 | $30,725,515 |
Value of total assets at beginning of year | 2010-12-31 | $29,288,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $24,587 |
Total interest from all sources | 2010-12-31 | $381,710 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $325,569 |
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 | $325,569 |
Administrative expenses professional fees incurred | 2010-12-31 | $16,062 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | 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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $87,809 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $89,707 |
Other income not declared elsewhere | 2010-12-31 | $10,524 |
Administrative expenses (other) incurred | 2010-12-31 | $1,000 |
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 | $1,436,526 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $30,725,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $29,288,989 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $5,501 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $20,611,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $19,239,634 |
Income. Interest from US Government securities | 2010-12-31 | $162,526 |
Income. Interest from corporate debt instruments | 2010-12-31 | $218,886 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $447,798 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $424,560 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $424,560 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $298 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $266,877 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $294,990 |
Asset value of US Government securities at end of year | 2010-12-31 | $4,543,404 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $4,730,811 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,183,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,450,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $412,500 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,935,089 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $4,356,001 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $4,309,287 |
Contract administrator fees | 2010-12-31 | $2,024 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $6,121,756 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $6,127,386 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : COMMUNITY HOSPITAL RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |