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BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameBLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN
Plan identification number 002

BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INDIANA UNIVERSITY HEALTH BLOOMINGTON HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:INDIANA UNIVERSITY HEALTH BLOOMINGTON HOSPITAL
Employer identification number (EIN):351720796
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01STEVE DECKARD
0022014-01-01STEVE DECKARD
0022013-01-01STEVE DECKARD
0022012-01-01STEVE DECKARD
0022011-01-01JAMES MYERS
0022010-01-01JAMES MYERS
0022009-01-01JAMES MYERS JAMES MYERS2010-10-14

Plan Statistics for BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN

401k plan membership statisitcs for BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN

Measure Date Value
2015: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,702
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,478
Total number of active participants reported on line 7a of the Form 55002014-01-012,480
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-011,196
Total of all active and inactive participants2014-01-013,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-013,702
Number of participants with account balances2014-01-013,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01236
2013: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,418
Total number of active participants reported on line 7a of the Form 55002013-01-012,601
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01858
Total of all active and inactive participants2013-01-013,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-013,478
Number of participants with account balances2013-01-013,385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01196
2012: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,258
Total number of active participants reported on line 7a of the Form 55002012-01-012,825
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01577
Total of all active and inactive participants2012-01-013,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-013,418
Number of participants with account balances2012-01-013,351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01125
2011: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,035
Total number of active participants reported on line 7a of the Form 55002011-01-012,760
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01489
Total of all active and inactive participants2011-01-013,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-013,258
Number of participants with account balances2011-01-013,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01116
2010: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,139
Total number of active participants reported on line 7a of the Form 55002010-01-012,316
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01709
Total of all active and inactive participants2010-01-013,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0110
Total participants2010-01-013,035
Number of participants with account balances2010-01-013,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0199
2009: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,911
Total number of active participants reported on line 7a of the Form 55002009-01-012,796
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01332
Total of all active and inactive participants2009-01-013,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-013,139
Number of participants with account balances2009-01-012,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0173

Financial Data on BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN

Measure Date Value
2015 : BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets from this plan2015-04-30$88,408,855
Total income from all sources (including contributions)2015-04-30$6,715,030
Total of all expenses incurred2015-04-30$11,385,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$11,363,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$1,757
Value of total assets at end of year2015-04-30$0
Value of total assets at beginning of year2015-04-30$93,079,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$22,238
Total interest from all sources2015-04-30$36,717
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$1,121,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-04-30$0
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$1,121,088
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$5,000,000
If this is an individual account plan, was there a blackout period2015-04-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Income. Received or receivable in cash from other sources (including rollovers)2015-04-30$1,757
Administrative expenses (other) incurred2015-04-30$22,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$-4,670,408
Value of net assets at end of year (total assets less liabilities)2015-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$93,079,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$85,861,219
Interest earned on other investments2015-04-30$36,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$7,218,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$5,555,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$11,363,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-04-30Yes
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30BKD, LLP
Accountancy firm EIN2015-04-30440160260
2014 : BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$14,357,962
Total of all expenses incurred2014-12-31$16,710,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,658,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,666,377
Value of total assets at end of year2014-12-31$93,079,263
Value of total assets at beginning of year2014-12-31$95,431,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$51,950
Total interest from all sources2014-12-31$125,103
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,272,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,272,633
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,471,142
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,771
Administrative expenses (other) incurred2014-12-31$51,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,352,304
Value of net assets at end of year (total assets less liabilities)2014-12-31$93,079,263
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$95,431,567
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$85,861,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$87,859,889
Interest earned on other investments2014-12-31$125,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,218,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,571,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,293,849
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$7,181,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,658,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$29,793
Total income from all sources (including contributions)2013-12-31$24,138,308
Total of all expenses incurred2013-12-31$6,282,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,242,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,425,420
Value of total assets at end of year2013-12-31$95,431,567
Value of total assets at beginning of year2013-12-31$77,546,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,691
Total interest from all sources2013-12-31$127,497
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,628,209
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$1,628,209
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,136,942
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$292,763
Administrative expenses (other) incurred2013-12-31$39,691
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$17,855,656
Value of net assets at end of year (total assets less liabilities)2013-12-31$95,431,567
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$77,546,118
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$87,859,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$71,042,435
Interest earned on other investments2013-12-31$127,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,571,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,503,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,957,182
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$4,995,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,242,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$219,446
Total income from all sources (including contributions)2012-12-31$18,954,175
Total of all expenses incurred2012-12-31$4,389,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,367,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,812,291
Value of total assets at end of year2012-12-31$77,546,118
Value of total assets at beginning of year2012-12-31$62,762,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,900
Total interest from all sources2012-12-31$121,589
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,193,501
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$1,193,501
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,801,483
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$237,451
Administrative expenses (other) incurred2012-12-31$22,900
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$14,564,202
Value of net assets at end of year (total assets less liabilities)2012-12-31$77,546,118
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$62,762,470
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$71,042,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$57,485,960
Interest earned on other investments2012-12-31$121,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,503,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,276,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,826,794
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$4,773,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,367,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$172,192
Total income from all sources (including contributions)2011-12-31$10,761,960
Total of all expenses incurred2011-12-31$3,238,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,237,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,531,932
Value of total assets at end of year2011-12-31$62,762,470
Value of total assets at beginning of year2011-12-31$55,067,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$807
Total interest from all sources2011-12-31$108,089
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,039,974
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$1,039,974
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,538,550
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$452,094
Administrative expenses (other) incurred2011-12-31$807
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$7,523,192
Value of net assets at end of year (total assets less liabilities)2011-12-31$62,762,470
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$55,067,086
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$57,485,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$50,885,266
Interest earned on other investments2011-12-31$108,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,276,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,181,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,918,035
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$4,541,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,237,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$420,900
Total income from all sources (including contributions)2010-12-31$16,783,738
Total of all expenses incurred2010-12-31$2,333,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,316,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,059,090
Value of total assets at end of year2010-12-31$55,067,086
Value of total assets at beginning of year2010-12-31$40,196,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,891
Total interest from all sources2010-12-31$105,652
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$769,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$769,033
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,186,678
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$204,858
Administrative expenses (other) incurred2010-12-31$16,891
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$14,450,038
Value of net assets at end of year (total assets less liabilities)2010-12-31$55,067,086
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,196,148
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$50,885,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$37,178,166
Interest earned on other investments2010-12-31$105,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,181,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,017,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,849,963
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$4,667,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,316,809
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT 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

Form 5500 Responses for BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN

2015: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BLOOMINGTON HOSPITAL, INC 403(B) RETIREMENT 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069206
Policy instance 1
Insurance contract or identification numberTA069206
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-04-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069206
Policy instance 1
Insurance contract or identification numberTA069206
Number of Individuals Covered3206
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069206
Policy instance 1
Insurance contract or identification numberTA069206
Number of Individuals Covered3385
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069206
Policy instance 1
Insurance contract or identification numberTA069206
Number of Individuals Covered3351
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069206
Policy instance 1
Insurance contract or identification numberTA069206
Number of Individuals Covered3194
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069206
Policy instance 1
Insurance contract or identification numberTA069206
Number of Individuals Covered3035
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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