ASCENSION HEALTHCARE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MERCY REGIONAL HEALTH CENTER 403(B) PLAN
| Measure | Date | Value |
|---|
| 2019 : MERCY REGIONAL HEALTH CENTER 403(B) PLAN 2019 401k financial data |
|---|
| Total transfer of assets from this plan | 2019-09-10 | $6,636,520 |
| Total income from all sources (including contributions) | 2019-09-10 | $881,536 |
| Total of all expenses incurred | 2019-09-10 | $633,256 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-10 | $631,590 |
| Value of total assets at end of year | 2019-09-10 | $0 |
| Value of total assets at beginning of year | 2019-09-10 | $6,388,240 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-10 | $1,666 |
| Total interest from all sources | 2019-09-10 | $13,676 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-09-10 | $50,054 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-10 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-09-10 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-10 | $50,054 |
| Was this plan covered by a fidelity bond | 2019-09-10 | Yes |
| Value of fidelity bond cover | 2019-09-10 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-09-10 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-10 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-09-10 | No |
| Participant contributions at end of year | 2019-09-10 | $0 |
| Participant contributions at beginning of year | 2019-09-10 | $9,916 |
| Assets. Other investments not covered elsewhere at end of year | 2019-09-10 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-09-10 | $108,001 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-10 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-10 | $27 |
| Other income not declared elsewhere | 2019-09-10 | $2,571 |
| Administrative expenses (other) incurred | 2019-09-10 | $1,666 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-10 | No |
| Value of net income/loss | 2019-09-10 | $248,280 |
| Value of net assets at end of year (total assets less liabilities) | 2019-09-10 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-09-10 | $6,388,240 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-10 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-10 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-09-10 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-10 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-10 | $5,235,649 |
| Value of interest in pooled separate accounts at end of year | 2019-09-10 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2019-09-10 | $451,437 |
| Interest on participant loans | 2019-09-10 | $218 |
| Interest earned on other investments | 2019-09-10 | $13,458 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-09-10 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-09-10 | $583,210 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-10 | $765,677 |
| Net investment gain/loss from pooled separate accounts | 2019-09-10 | $49,558 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-10 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-09-10 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-09-10 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-10 | $631,590 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-09-10 | No |
| Did the plan have assets held for investment | 2019-09-10 | 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 | 2019-09-10 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-10 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-10 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-09-10 | Disclaimer |
| Accountancy firm name | 2019-09-10 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2019-09-10 | 410746749 |
| 2018 : MERCY REGIONAL HEALTH CENTER 403(B) PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $-323,655 |
| Total of all expenses incurred | 2018-12-31 | $642,440 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $641,676 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $393 |
| Value of total assets at end of year | 2018-12-31 | $6,388,240 |
| Value of total assets at beginning of year | 2018-12-31 | $7,354,335 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $764 |
| Total interest from all sources | 2018-12-31 | $20,589 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $103,345 |
| 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 | $103,345 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
| 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 |
| Participant contributions at end of year | 2018-12-31 | $9,916 |
| Participant contributions at beginning of year | 2018-12-31 | $31,777 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $108,001 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $393 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $27 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $118 |
| Other income not declared elsewhere | 2018-12-31 | $2,113 |
| Administrative expenses (other) incurred | 2018-12-31 | $764 |
| 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 | $-966,095 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,388,240 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,354,335 |
| 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 | $5,235,649 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,018,581 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $451,437 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $709,722 |
| Interest on participant loans | 2018-12-31 | $987 |
| Interest earned on other investments | 2018-12-31 | $19,602 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $583,210 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $594,137 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-417,896 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-32,199 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $641,676 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2018-12-31 | 410746749 |
| 2017 : MERCY REGIONAL HEALTH CENTER 403(B) PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $1,081,407 |
| Total of all expenses incurred | 2017-12-31 | $839,726 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $839,651 |
| Value of total assets at end of year | 2017-12-31 | $7,354,335 |
| Value of total assets at beginning of year | 2017-12-31 | $7,112,654 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $75 |
| Total interest from all sources | 2017-12-31 | $22,741 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $107,165 |
| 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 | $107,165 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
| 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 |
| Participant contributions at end of year | 2017-12-31 | $31,777 |
| Participant contributions at beginning of year | 2017-12-31 | $60,905 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $118 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $94 |
| Administrative expenses (other) incurred | 2017-12-31 | $75 |
| 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 | $241,681 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,354,335 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,112,654 |
| 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 | $6,018,581 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,752,648 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $709,722 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $710,520 |
| Interest on participant loans | 2017-12-31 | $2,605 |
| Interest earned on other investments | 2017-12-31 | $20,136 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $594,137 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $588,487 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $875,973 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $75,528 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $839,651 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2017-12-31 | 410746749 |
