Logo

INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameINDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN
Plan identification number 001

INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • 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 SOUTHERN INDIANA PHYSICIANS has sponsored the creation of one or more 401k plans.

Company Name:INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS
Employer identification number (EIN):351913875
NAIC Classification:812190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01R. CAMILLE NAHAS
0012013-01-01R. CAMILLE NAHAS
0012012-01-01R. CAMILLE NAHAS
0012011-01-01R. CAMILLE NAHAS2012-10-08
0012010-01-01MARLON FISHEL2011-10-10

Plan Statistics for INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01855
Total number of active participants reported on line 7a of the Form 55002014-01-01792
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0184
Total of all active and inactive participants2014-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01878
Number of participants with account balances2014-01-01876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01601
Total number of active participants reported on line 7a of the Form 55002013-01-01820
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01851
Number of participants with account balances2013-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0161
2012: INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01378
Total number of active participants reported on line 7a of the Form 55002012-01-01571
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01588
Number of participants with account balances2012-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127

Financial Data on INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$26,500,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,644,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,040
Total income from all sources (including contributions)2014-12-31$8,450,713
Total of all expenses incurred2014-12-31$2,039,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,996,853
Value of total corrective distributions2014-12-31$30,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,458,239
Value of total assets at end of year2014-12-31$26,644,516
Value of total assets at beginning of year2014-12-31$20,116,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,451
Total interest from all sources2014-12-31$11,884
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$609,901
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$609,901
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$3,327,712
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$978,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$26,644,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$26,040
Administrative expenses (other) incurred2014-12-31$12,451
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$6,410,872
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,090,016
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$25,095,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,775,760
Interest earned on other investments2014-12-31$11,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,044,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$932,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,370,689
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$2,151,999
Employer contributions (assets) at end of year2014-12-31$504,230
Employer contributions (assets) at beginning of year2014-12-31$2,407,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,996,853
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 : INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26,040
Total income from all sources (including contributions)2013-12-31$10,171,806
Total of all expenses incurred2013-12-31$369,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$362,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,479,405
Value of total assets at end of year2013-12-31$20,116,056
Value of total assets at beginning of year2013-12-31$10,288,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,400
Total interest from all sources2013-12-31$8,351
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$263,380
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$263,380
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,978,999
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,316,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$26,040
Administrative expenses (other) incurred2013-12-31$7,400
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$9,801,865
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,090,016
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,288,151
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$16,775,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,124,696
Interest earned on other investments2013-12-31$8,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$932,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$690,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,420,670
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$3,183,640
Employer contributions (assets) at end of year2013-12-31$2,407,570
Employer contributions (assets) at beginning of year2013-12-31$1,473,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$362,541
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 name2013-12-31KB PARRISH & CO. LLP
Accountancy firm EIN2013-12-31350905983
2012 : INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,217,726
Total of all expenses incurred2012-12-31$110,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$103,575
Value of total corrective distributions2012-12-31$4,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,623,246
Value of total assets at end of year2012-12-31$10,288,151
Value of total assets at beginning of year2012-12-31$4,181,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,124
Total interest from all sources2012-12-31$8,333
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$101,255
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$101,255
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$134,274
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$1,854,567
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,269,567
Administrative expenses (other) incurred2012-12-31$3,124
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$6,106,805
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,288,151
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,181,346
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$8,124,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,549,508
Interest earned on other investments2012-12-31$8,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$690,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$631,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$484,892
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$2,499,112
Employer contributions (assets) at end of year2012-12-31$1,473,148
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$103,575
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 name2012-12-31KB PARRISH & CO. LLP
Accountancy firm EIN2012-12-31350905983

Form 5500 Responses for INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN

2014: INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
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: INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING 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: INDIANA UNIVERSITY HEALTH SOUTHERN INDIANA PHYSICIANS 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080436
Policy instance 1
Insurance contract or identification numberTA080436
Number of Individuals Covered876
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 numberTA080436
Policy instance 1
Insurance contract or identification numberTA080436
Number of Individuals Covered839
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 numberTA080436
Policy instance 1
Insurance contract or identification numberTA080436
Number of Individuals Covered570
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1