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THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameTHE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN
Plan identification number 003

THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

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

Company Name:ADENA HEALTH SYSTEM
Employer identification number (EIN):314379443
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01JAMES MCMANUS
0032023-01-01
0032023-01-01JAMES MCMANUS
0032022-01-01
0032022-01-01JAMES MCMANUS
0032021-01-01
0032021-01-01JAMES MCMANUS
0032020-01-01
0032019-01-01
0032017-01-01LISA CARLSON
0032016-01-01LISA CARLSON
0032015-01-01ROBERT M. ROSENBERGER
0032014-01-01TRACY CUNNINGHAM
0032012-01-01TRACY CUNNINGHAM
0032009-01-01TRACY CUNNINGHAM TRACY CUNNINGHAM2010-10-18
0032008-01-01TRACY CUNNINGHAM TRACY CUNNINGHAM2011-01-11

Plan Statistics for THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,634
Total number of active participants reported on line 7a of the Form 55002023-01-012,973
Number of retired or separated participants receiving benefits2023-01-0127
Number of other retired or separated participants entitled to future benefits2023-01-01642
Total of all active and inactive participants2023-01-013,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-013,643
Number of participants with account balances2023-01-013,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-016
2022: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,183
Total number of active participants reported on line 7a of the Form 55002022-01-013,166
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-011,447
Total of all active and inactive participants2022-01-014,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,634
Number of participants with account balances2022-01-014,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,708
Total number of active participants reported on line 7a of the Form 55002021-01-013,748
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-011,407
Total of all active and inactive participants2021-01-015,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-015,183
Number of participants with account balances2021-01-014,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,464
Total number of active participants reported on line 7a of the Form 55002020-01-013,933
Number of retired or separated participants receiving benefits2020-01-01869
Number of other retired or separated participants entitled to future benefits2020-01-01895
Total of all active and inactive participants2020-01-015,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0111
Total participants2020-01-015,708
Number of participants with account balances2020-01-014,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,198
Total number of active participants reported on line 7a of the Form 55002019-01-013,541
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,032
Total of all active and inactive participants2019-01-015,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,573
Number of participants with account balances2019-01-015,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01368
2017: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,641
Total number of active participants reported on line 7a of the Form 55002017-01-013,233
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,720
Total of all active and inactive participants2017-01-014,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,953
Number of participants with account balances2017-01-014,889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01169
2016: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,425
Total number of active participants reported on line 7a of the Form 55002016-01-013,091
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,521
Total of all active and inactive participants2016-01-014,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,612
Number of participants with account balances2016-01-014,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01156
2015: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,122
Total number of active participants reported on line 7a of the Form 55002015-01-012,861
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,504
Total of all active and inactive participants2015-01-014,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,365
Number of participants with account balances2015-01-014,309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01133
2014: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,731
Total number of active participants reported on line 7a of the Form 55002014-01-012,868
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01998
Total of all active and inactive participants2014-01-013,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,866
Number of participants with account balances2014-01-013,441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,229
Total number of active participants reported on line 7a of the Form 55002012-01-012,683
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,095
Total of all active and inactive participants2012-01-013,778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,778
Number of participants with account balances2012-01-013,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0153
2009: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,859
Total number of active participants reported on line 7a of the Form 55002009-01-011,862
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01859
Total of all active and inactive participants2009-01-012,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,721
Number of participants with account balances2009-01-012,646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0143
2008: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-012,705
Total number of active participants reported on line 7a of the Form 55002008-01-012,187
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-01672
Total of all active and inactive participants2008-01-012,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-012,859
Number of participants with account balances2008-01-012,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0198

Financial Data on THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$15,020,828
Total of all expenses incurred2023-12-31$10,534,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,402,885
Value of total assets at end of year2023-12-31$104,844,617
Value of total assets at beginning of year2023-12-31$100,357,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$131,226
Total interest from all sources2023-12-31$370,804
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,319,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,319,947
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,486,717
Value of net assets at end of year (total assets less liabilities)2023-12-31$104,844,617
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$100,357,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$88,559,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$82,884,319
Interest earned on other investments2023-12-31$370,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$16,284,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$17,473,581
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$2,373,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$11,330,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,028,893
Contract administrator fees2023-12-31$131,226
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2023-12-31381357951
Total income from all sources (including contributions)2023-01-01$15,020,828
Total of all expenses incurred2023-01-01$10,534,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$10,402,885
Value of total assets at end of year2023-01-01$104,844,617
Value of total assets at beginning of year2023-01-01$100,357,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$131,226
Total interest from all sources2023-01-01$370,804
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$3,319,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$3,319,947
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$4,486,717
Value of net assets at end of year (total assets less liabilities)2023-01-01$104,844,617
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$100,357,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$88,559,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$82,884,319
Interest earned on other investments2023-01-01$370,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$16,284,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$17,473,581
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$2,373,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$11,330,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$8,028,893
Contract administrator fees2023-01-01$131,226
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PLANTE MORAN, PLLC
Accountancy firm EIN2023-01-01381357951
2022 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-18,972,345
Total of all expenses incurred2022-12-31$5,010,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,862,150
Value of total assets at end of year2022-12-31$100,357,900
Value of total assets at beginning of year2022-12-31$124,340,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$148,324
Total interest from all sources2022-12-31$297,244
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,154,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,154,646
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,982,819
Value of net assets at end of year (total assets less liabilities)2022-12-31$100,357,900
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$124,340,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$82,884,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$107,090,805
Interest earned on other investments2022-12-31$297,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,473,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,249,914
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,106,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,424,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,755,231
Contract administrator fees2022-12-31$148,324
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
Total income from all sources (including contributions)2022-01-01$-18,972,345
Total of all expenses incurred2022-01-01$5,010,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,862,150
Value of total assets at end of year2022-01-01$100,357,900
Value of total assets at beginning of year2022-01-01$124,340,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$148,324
Total interest from all sources2022-01-01$297,244
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$4,154,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$4,154,646
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-23,982,819
Value of net assets at end of year (total assets less liabilities)2022-01-01$100,357,900
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$124,340,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$82,884,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$107,090,805
Interest earned on other investments2022-01-01$297,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$17,473,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$17,249,914
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$1,106,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-23,424,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,755,231
Contract administrator fees2022-01-01$148,324
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PLANTE MORAN, PLLC
Accountancy firm EIN2022-01-01381357951
2021 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$16,178,590
Total of all expenses incurred2021-12-31$6,917,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,734,622
Value of total assets at end of year2021-12-31$124,340,719
Value of total assets at beginning of year2021-12-31$115,079,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$183,030
Total interest from all sources2021-12-31$295,277
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,705,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,705,180
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,260,938
Value of net assets at end of year (total assets less liabilities)2021-12-31$124,340,719
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$115,079,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$107,090,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$97,908,175
Interest earned on other investments2021-12-31$295,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,249,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$17,171,606
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,325,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,178,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,409,343
Contract administrator fees2021-12-31$183,030
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$15,807,514
Total of all expenses incurred2020-12-31$7,329,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,136,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,394,988
Value of total assets at end of year2020-12-31$115,079,781
Value of total assets at beginning of year2020-12-31$106,601,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$192,842
Total interest from all sources2020-12-31$315,966
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,645,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,645,017
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$39,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,478,320
Value of net assets at end of year (total assets less liabilities)2020-12-31$115,079,781
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$106,601,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$97,908,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,340,803
Interest earned on other investments2020-12-31$315,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$17,171,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,694,977
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,429,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,451,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,394,988
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$6,526,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,707,255
Contract administrator fees2020-12-31$192,842
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$26,582,392
Total income from all sources (including contributions)2019-12-31$26,582,392
Total of all expenses incurred2019-12-31$5,095,169
Total of all expenses incurred2019-12-31$5,095,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,890,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,890,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,809,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,809,874
Value of total assets at end of year2019-12-31$106,601,461
Value of total assets at end of year2019-12-31$106,601,461
Value of total assets at beginning of year2019-12-31$85,114,238
Value of total assets at beginning of year2019-12-31$85,114,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$204,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$204,821
Total interest from all sources2019-12-31$335,606
Total interest from all sources2019-12-31$335,606
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,303,597
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,303,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,303,597
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,303,597
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$39,053
Assets. Other investments not covered elsewhere at end of year2019-12-31$39,053
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,304
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,487,223
Value of net income/loss2019-12-31$21,487,223
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,601,461
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,601,461
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,114,238
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,114,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,340,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,340,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,398,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,398,212
Interest earned on other investments2019-12-31$335,606
Interest earned on other investments2019-12-31$335,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,694,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,694,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,505,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,505,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,133,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,133,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,809,874
Contributions received in cash from employer2019-12-31$9,809,874
Employer contributions (assets) at end of year2019-12-31$6,526,628
Employer contributions (assets) at end of year2019-12-31$6,526,628
Employer contributions (assets) at beginning of year2019-12-31$6,203,639
Employer contributions (assets) at beginning of year2019-12-31$6,203,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,890,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,890,348
Contract administrator fees2019-12-31$204,821
Contract administrator fees2019-12-31$204,821
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN, PLLC
Accountancy firm name2019-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
Accountancy firm EIN2019-12-31381357951
2018 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$4,751,269
Total of all expenses incurred2018-12-31$4,875,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,685,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,027,672
Value of total assets at end of year2018-12-31$85,114,238
Value of total assets at beginning of year2018-12-31$85,238,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$189,769
Total interest from all sources2018-12-31$291,494
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,589,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,589,825
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,304
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-124,284
Value of net assets at end of year (total assets less liabilities)2018-12-31$85,114,238
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$85,238,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$64,398,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$65,727,906
Interest earned on other investments2018-12-31$291,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,505,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,016,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,157,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,027,672
Employer contributions (assets) at end of year2018-12-31$6,203,639
Employer contributions (assets) at beginning of year2018-12-31$5,485,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,685,784
Contract administrator fees2018-12-31$189,769
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$18,304,707
Total of all expenses incurred2017-12-31$4,741,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,578,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,012,771
Value of total assets at end of year2017-12-31$85,238,522
Value of total assets at beginning of year2017-12-31$71,675,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$163,030
Total interest from all sources2017-12-31$274,075
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,204,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,204,464
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,106
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,563,515
Value of net assets at end of year (total assets less liabilities)2017-12-31$85,238,522
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$71,675,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$65,727,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$53,251,767
Interest earned on other investments2017-12-31$274,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,016,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,154,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,813,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,012,771
Employer contributions (assets) at end of year2017-12-31$5,485,679
Employer contributions (assets) at beginning of year2017-12-31$5,260,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,578,162
Contract administrator fees2017-12-31$163,030
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$13,584,848
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,647,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,501,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,549,410
Value of total assets at end of year2016-12-31$71,675,007
Value of total assets at beginning of year2016-12-31$62,737,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$146,268
Total interest from all sources2016-12-31$270,684
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,903,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,903,696
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,937,371
Value of net assets at end of year (total assets less liabilities)2016-12-31$71,675,007
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$62,737,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$53,251,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,308,467
Interest earned on other investments2016-12-31$270,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,154,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,234,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,861,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,549,410
Employer contributions (assets) at end of year2016-12-31$5,260,834
Employer contributions (assets) at beginning of year2016-12-31$5,194,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,501,209
Contract administrator fees2016-12-31$146,268
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION 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$7,470,481
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,173,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,990,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,572,649
Value of total assets at end of year2015-12-31$62,737,636
Value of total assets at beginning of year2015-12-31$59,441,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$183,366
Total interest from all sources2015-12-31$257,155
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,194,125
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$2,194,125
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
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$3,296,603
Value of net assets at end of year (total assets less liabilities)2015-12-31$62,737,636
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$59,441,033
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$45,308,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,243,775
Interest earned on other investments2015-12-31$257,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,234,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,251,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,553,448
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$7,572,649
Employer contributions (assets) at end of year2015-12-31$5,194,472
Employer contributions (assets) at beginning of year2015-12-31$4,946,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,990,512
Contract administrator fees2015-12-31$183,366
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 name2015-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION 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$10,673,543
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,455,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,218,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,201,651
Value of total assets at end of year2014-12-31$59,441,033
Value of total assets at beginning of year2014-12-31$52,222,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$236,043
Total interest from all sources2014-12-31$247,346
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,898,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$7,218,520
Value of net assets at end of year (total assets less liabilities)2014-12-31$59,441,033
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,222,513
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$43,243,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,275,497
Interest earned on other investments2014-12-31$247,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,251,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,388,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,325,977
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$7,201,651
Employer contributions (assets) at end of year2014-12-31$4,946,210
Employer contributions (assets) at beginning of year2014-12-31$4,558,072
Income. Dividends from common stock2014-12-31$1,898,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,218,980
Contract administrator fees2014-12-31$236,043
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 name2014-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION 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$14,044,729
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,839,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,689,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,333,706
Value of total assets at end of year2013-12-31$52,222,513
Value of total assets at beginning of year2013-12-31$41,017,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$150,185
Total interest from all sources2013-12-31$225,853
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,020,005
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$2,020,005
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,516
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$11,205,257
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,222,513
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,017,256
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$37,275,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,482,682
Interest earned on other investments2013-12-31$225,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,388,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,365,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,465,165
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$6,306,190
Employer contributions (assets) at end of year2013-12-31$4,558,072
Employer contributions (assets) at beginning of year2013-12-31$4,168,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,689,287
Contract administrator fees2013-12-31$150,185
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 name2013-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$9,709,906
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,927,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,803,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,935,848
Value of total assets at end of year2012-12-31$41,017,256
Value of total assets at beginning of year2012-12-31$34,234,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$123,619
Total interest from all sources2012-12-31$239,827
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$856,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$856,190
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,782,732
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,017,256
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,234,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,482,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,087,219
Interest earned on other investments2012-12-31$239,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,365,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,242,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,678,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,935,848
Employer contributions (assets) at end of year2012-12-31$4,168,870
Employer contributions (assets) at beginning of year2012-12-31$3,904,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,803,555
Contract administrator fees2012-12-31$123,619
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$5,800,215
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,203,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,097,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,704,057
Value of total assets at end of year2011-12-31$34,234,524
Value of total assets at beginning of year2011-12-31$30,637,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$105,972
Total interest from all sources2011-12-31$259,856
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$531,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$531,645
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,597,019
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,234,524
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,637,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,087,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,802,011
Interest earned on other investments2011-12-31$259,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,242,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,230,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-695,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,704,057
Employer contributions (assets) at end of year2011-12-31$3,904,622
Employer contributions (assets) at beginning of year2011-12-31$3,604,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,097,224
Contract administrator fees2011-12-31$105,400
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
2010 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$8,056,435
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,598,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,548,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,263,695
Value of total assets at end of year2010-12-31$30,637,505
Value of total assets at beginning of year2010-12-31$24,179,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,742
Total interest from all sources2010-12-31$246,976
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$299,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,223
Administrative expenses (other) incurred2010-12-31$-441
Total non interest bearing cash at end of year2010-12-31$3,604,941
Total non interest bearing cash at beginning of year2010-12-31$3,737,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,458,323
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,637,505
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,179,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,802,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,143,240
Interest earned on other investments2010-12-31$246,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,230,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,298,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,245,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,228,472
Income. Dividends from common stock2010-12-31$299,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,548,370
Contract administrator fees2010-12-31$50,183
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$602,807
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$689,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$689,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$4,433,859
Value of total assets at end of year2008-12-31$16,481,720
Value of total assets at beginning of year2008-12-31$16,568,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$0
Total interest from all sources2008-12-31$186,673
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-87,021
Value of net assets at end of year (total assets less liabilities)2008-12-31$16,481,720
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$16,568,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$8,491,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$9,757,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$186,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$5,149,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$3,989,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-4,017,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$4,433,859
Employer contributions (assets) at end of year2008-12-31$2,840,691
Employer contributions (assets) at beginning of year2008-12-31$2,821,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$689,828
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2008-12-31381357851
2007 : THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total income from all sources (including contributions)2007-12-31$4,875,222
Total loss/gain on sale of assets2007-12-31$0
Total of all expenses incurred2007-12-31$418,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$418,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$4,278,188
Value of total assets at end of year2007-12-31$16,568,741
Value of total assets at beginning of year2007-12-31$12,111,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$0
Total interest from all sources2007-12-31$138,038
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$4,457,221
Value of net assets at end of year (total assets less liabilities)2007-12-31$16,568,741
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$12,111,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-12-31$9,757,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-12-31$6,654,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-12-31$138,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$3,989,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$2,879,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-12-31$458,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$4,278,188
Employer contributions (assets) at end of year2007-12-31$2,821,967
Employer contributions (assets) at beginning of year2007-12-31$2,577,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$418,001
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2007-12-31381357851

Form 5500 Responses for THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

2023: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION 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: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION 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
2012: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2009: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45251
Policy instance 1
Insurance contract or identification number45251
Number of Individuals Covered4032
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45251
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45251
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45251
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45251
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45251
Policy instance 1

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