Plan Name | IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) |
Plan identification number | 005 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | INDIANA UNIVERSITY HEALTH, INC. |
Employer identification number (EIN): | 351955872 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about INDIANA UNIVERSITY HEALTH, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2018-12-14 |
Company Identification Number: | F211071 |
Legal Registered Office Address: |
4701 COX RD STE 285 GLEN ALLEN United States of America (USA) 23060 |
More information about INDIANA UNIVERSITY HEALTH, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2022-01-01 | ADRIENNE SIMS | 2023-09-12 | ||
005 | 2021-01-01 | JOHN HUESING | 2022-09-09 | ||
005 | 2020-01-01 | DAVE ANDERS | 2021-08-24 | ||
005 | 2019-01-01 | LIZ DUNLAP | 2020-07-31 | ||
005 | 2018-01-01 | ELIZABETH DUNLAP | 2019-09-11 | ||
005 | 2017-01-01 | ||||
005 | 2016-01-01 | ||||
005 | 2015-01-01 | ||||
005 | 2014-01-01 | ||||
005 | 2013-01-01 | SHERIEE LADD | |||
005 | 2012-01-01 | THOMAS CANTWELL | |||
005 | 2011-01-01 | THOMAS CANTWELL | |||
005 | 2009-01-01 | BRIAN O'CONNOR | BRIAN O'CONNOR | 2010-10-04 |
Measure | Date | Value |
---|---|---|
2022: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 50,916 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 38,554 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 443 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 13,193 |
Total of all active and inactive participants | 2022-01-01 | 52,190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 93 |
Total participants | 2022-01-01 | 52,283 |
Number of participants with account balances | 2022-01-01 | 50,871 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 302 |
2021: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 48,038 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 34,097 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 394 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 11,208 |
Total of all active and inactive participants | 2021-01-01 | 45,699 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 71 |
Total participants | 2021-01-01 | 45,770 |
Number of participants with account balances | 2021-01-01 | 44,120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 791 |
2020: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 40,913 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34,890 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 535 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12,539 |
Total of all active and inactive participants | 2020-01-01 | 47,964 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 69 |
Total participants | 2020-01-01 | 48,033 |
Number of participants with account balances | 2020-01-01 | 41,028 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 515 |
2019: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 39,037 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 31,293 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 112 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8,994 |
Total of all active and inactive participants | 2019-01-01 | 40,399 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 49 |
Total participants | 2019-01-01 | 40,448 |
Number of participants with account balances | 2019-01-01 | 38,721 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 592 |
2018: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 37,733 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 30,414 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 134 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8,406 |
Total of all active and inactive participants | 2018-01-01 | 38,954 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 49 |
Total participants | 2018-01-01 | 39,003 |
Number of participants with account balances | 2018-01-01 | 37,394 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 577 |
2017: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 29,250 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 29,394 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 115 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8,176 |
Total of all active and inactive participants | 2017-01-01 | 37,685 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 37 |
Total participants | 2017-01-01 | 37,722 |
Number of participants with account balances | 2017-01-01 | 35,873 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 217 |
2016: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 33,689 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 27,807 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 224 |
Total of all active and inactive participants | 2016-01-01 | 28,036 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 24 |
Total participants | 2016-01-01 | 28,060 |
Number of participants with account balances | 2016-01-01 | 26,869 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2,071 |
2015: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 21,566 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26,096 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 721 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6,830 |
Total of all active and inactive participants | 2015-01-01 | 33,647 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 32 |
Total participants | 2015-01-01 | 33,679 |
Number of participants with account balances | 2015-01-01 | 32,605 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 589 |
2014: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 21,393 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16,254 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 782 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4,530 |
Total of all active and inactive participants | 2014-01-01 | 21,566 |
Total participants | 2014-01-01 | 21,566 |
Number of participants with account balances | 2014-01-01 | 20,315 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 650 |
2013: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 19,791 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16,886 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 507 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3,959 |
Total of all active and inactive participants | 2013-01-01 | 21,352 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 21 |
Total participants | 2013-01-01 | 21,373 |
Number of participants with account balances | 2013-01-01 | 19,463 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 876 |
2012: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 18,736 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15,532 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 584 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3,644 |
Total of all active and inactive participants | 2012-01-01 | 19,760 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 29 |
Total participants | 2012-01-01 | 19,789 |
Number of participants with account balances | 2012-01-01 | 18,995 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 923 |
2011: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 17,985 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15,523 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 378 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,805 |
Total of all active and inactive participants | 2011-01-01 | 18,706 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 21 |
Total participants | 2011-01-01 | 18,727 |
Number of participants with account balances | 2011-01-01 | 18,120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 817 |
2009: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 16,378 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14,731 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 214 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,355 |
Total of all active and inactive participants | 2009-01-01 | 17,300 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 10 |
Total participants | 2009-01-01 | 17,310 |
Number of participants with account balances | 2009-01-01 | 16,989 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 615 |
Measure | Date | Value |
---|---|---|
2022 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2022 401k financial data | ||
Total transfer of assets to this plan | 2022-12-31 | $894,829,468 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $591,760 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $968,410 |
Total income from all sources (including contributions) | 2022-12-31 | $-278,109,243 |
Total of all expenses incurred | 2022-12-31 | $254,972,032 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $251,987,716 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $346,070,160 |
Value of total assets at end of year | 2022-12-31 | $3,245,347,601 |
Value of total assets at beginning of year | 2022-12-31 | $2,883,976,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,984,316 |
Total interest from all sources | 2022-12-31 | $459 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $8,012,923 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $8,012,923 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $213,368,038 |
Participant contributions at end of year | 2022-12-31 | $10,464 |
Participant contributions at beginning of year | 2022-12-31 | $11,188 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $15,942,654 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $591,760 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $968,410 |
Administrative expenses (other) incurred | 2022-12-31 | $77,040 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-533,081,275 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,244,755,841 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,883,007,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $2,907,276 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $390,067,254 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $351,998,953 |
Interest on participant loans | 2022-12-31 | $459 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,852,247,965 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,531,726,571 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-222,508,315 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-409,684,470 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $116,759,468 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,021,918 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $239,346 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $251,987,716 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $968,410 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $820,202 |
Total income from all sources (including contributions) | 2021-12-31 | $590,214,142 |
Total of all expenses incurred | 2021-12-31 | $215,685,234 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $211,772,367 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $230,292,398 |
Value of total assets at end of year | 2021-12-31 | $2,883,976,058 |
Value of total assets at beginning of year | 2021-12-31 | $2,509,298,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,912,867 |
Total interest from all sources | 2021-12-31 | $696 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $22,271,303 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $22,271,303 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $137,754,449 |
Participant contributions at end of year | 2021-12-31 | $11,188 |
Participant contributions at beginning of year | 2021-12-31 | $20,710 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $15,690,125 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $968,410 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $820,202 |
Other income not declared elsewhere | 2021-12-31 | $153,991 |
Administrative expenses (other) incurred | 2021-12-31 | $219,117 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $374,528,908 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,883,007,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,508,478,740 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $3,693,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $351,998,953 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,109,261,861 |
Interest on participant loans | 2021-12-31 | $696 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,531,726,571 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,358,002,554 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $114,080,231 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $223,415,523 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $76,847,824 |
Employer contributions (assets) at end of year | 2021-12-31 | $239,346 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $42,013,817 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $211,772,367 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2020 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $820,202 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $740,147 |
Total income from all sources (including contributions) | 2020-12-31 | $587,659,662 |
Total of all expenses incurred | 2020-12-31 | $192,725,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $189,592,476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $266,795,621 |
Value of total assets at end of year | 2020-12-31 | $2,509,298,942 |
Value of total assets at beginning of year | 2020-12-31 | $2,114,284,480 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,132,779 |
Total interest from all sources | 2020-12-31 | $784 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $22,730,789 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $22,730,789 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2020-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $119,548,315 |
Participant contributions at end of year | 2020-12-31 | $20,710 |
Participant contributions at beginning of year | 2020-12-31 | $21,459 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $36,651,162 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $820,202 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $740,147 |
Other income not declared elsewhere | 2020-12-31 | $175,883 |
Administrative expenses (other) incurred | 2020-12-31 | $987,281 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $394,934,407 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,508,478,740 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,113,544,333 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $2,145,498 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,109,261,861 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $911,864,714 |
Interest on participant loans | 2020-12-31 | $784 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,358,002,554 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,162,812,439 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $139,166,687 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $158,789,898 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $110,596,144 |
Employer contributions (assets) at end of year | 2020-12-31 | $42,013,817 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $39,585,868 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $189,592,476 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BKD LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2019 401k financial data | ||
Total transfer of assets to this plan | 2019-12-31 | $2,326,354 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $740,147 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $681,465 |
Total income from all sources (including contributions) | 2019-12-31 | $692,274,048 |
Total of all expenses incurred | 2019-12-31 | $174,213,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $171,370,232 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $339,897,155 |
Value of total assets at end of year | 2019-12-31 | $2,114,284,480 |
Value of total assets at beginning of year | 2019-12-31 | $1,593,838,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,843,049 |
Total interest from all sources | 2019-12-31 | $701 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $20,557,414 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $20,557,414 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $111,802,398 |
Participant contributions at end of year | 2019-12-31 | $21,459 |
Participant contributions at beginning of year | 2019-12-31 | $9,550 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $3,414,548 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $123,659,662 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $740,147 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $681,465 |
Administrative expenses (other) incurred | 2019-12-31 | $797,458 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $518,060,767 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,113,544,333 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,593,157,212 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $2,045,591 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $911,864,714 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $677,088,872 |
Interest on participant loans | 2019-12-31 | $701 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,162,812,439 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $872,681,532 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $220,617,931 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $111,200,847 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $104,435,095 |
Employer contributions (assets) at end of year | 2019-12-31 | $39,585,868 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $40,644,175 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $171,370,232 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2018 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $681,465 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $652,841 |
Total income from all sources (including contributions) | 2018-12-31 | $120,569,737 |
Total of all expenses incurred | 2018-12-31 | $137,695,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $135,085,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $227,878,491 |
Value of total assets at end of year | 2018-12-31 | $1,593,838,677 |
Value of total assets at beginning of year | 2018-12-31 | $1,610,935,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,609,571 |
Total interest from all sources | 2018-12-31 | $239 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $14,938,303 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $14,938,303 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $104,112,325 |
Participant contributions at end of year | 2018-12-31 | $9,550 |
Participant contributions at beginning of year | 2018-12-31 | $11,427 |
Participant contributions at end of year | 2018-12-31 | $3,414,548 |
Participant contributions at beginning of year | 2018-12-31 | $3,296,363 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $23,919,008 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $681,465 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $652,841 |
Administrative expenses (other) incurred | 2018-12-31 | $666,638 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-17,125,545 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,593,157,212 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,610,282,757 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $1,942,933 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $677,088,872 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $707,166,619 |
Interest on participant loans | 2018-12-31 | $239 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $872,681,532 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $883,618,024 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-59,493,556 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-62,753,740 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $99,847,158 |
Employer contributions (assets) at end of year | 2018-12-31 | $40,644,175 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $16,843,165 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $135,085,711 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BKD LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2017 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $652,841 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $679,619 |
Total income from all sources (including contributions) | 2017-12-31 | $420,962,199 |
Total of all expenses incurred | 2017-12-31 | $110,047,889 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $107,708,004 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $189,580,786 |
Value of total assets at end of year | 2017-12-31 | $1,610,935,598 |
Value of total assets at beginning of year | 2017-12-31 | $1,300,048,066 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,339,885 |
Total interest from all sources | 2017-12-31 | $410 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $12,148,124 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $12,148,124 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $96,843,959 |
Participant contributions at end of year | 2017-12-31 | $11,427 |
Participant contributions at end of year | 2017-12-31 | $3,296,363 |
Participant contributions at beginning of year | 2017-12-31 | $3,022,194 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $19,833,710 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,288,888 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $652,841 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $679,619 |
Administrative expenses (other) incurred | 2017-12-31 | $823,329 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $39,626 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $310,914,310 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,610,282,757 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,299,368,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,516,556 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $707,166,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,292,879,457 |
Interest on participant loans | 2017-12-31 | $410 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $883,618,024 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $102,553,144 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $116,679,735 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $72,903,117 |
Employer contributions (assets) at end of year | 2017-12-31 | $16,843,165 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,817,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $107,708,004 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BKD LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2016 401k financial data | ||
Total transfer of assets to this plan | 2016-12-31 | $9,607,837 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $679,619 |
Total income from all sources (including contributions) | 2016-12-31 | $240,047,688 |
Total of all expenses incurred | 2016-12-31 | $82,867,503 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $80,545,049 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $152,647,973 |
Value of total assets at end of year | 2016-12-31 | $1,300,048,066 |
Value of total assets at beginning of year | 2016-12-31 | $1,132,580,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,322,454 |
Total interest from all sources | 2016-12-31 | $137 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $32,168,327 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $32,168,327 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $87,288,826 |
Participant contributions at end of year | 2016-12-31 | $3,022,194 |
Participant contributions at beginning of year | 2016-12-31 | $2,623,642 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $9,741,766 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,288,888 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $679,619 |
Other income not declared elsewhere | 2016-12-31 | $1,625,906 |
Administrative expenses (other) incurred | 2016-12-31 | $1,609,018 |
Total non interest bearing cash at end of year | 2016-12-31 | $39,626 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $157,180,185 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,299,368,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,132,580,425 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $713,436 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,292,879,457 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,062,216,568 |
Interest earned on other investments | 2016-12-31 | $137 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $53,501,118 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $53,605,345 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $55,617,381 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,817,901 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $14,239,097 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $80,545,049 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2015 401k financial data | ||
Total transfer of assets to this plan | 2015-12-31 | $380,172,212 |
Total income from all sources (including contributions) | 2015-12-31 | $100,377,702 |
Total of all expenses incurred | 2015-12-31 | $66,593,838 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $64,911,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $123,069,637 |
Value of total assets at end of year | 2015-12-31 | $1,132,580,425 |
Value of total assets at beginning of year | 2015-12-31 | $718,624,349 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,682,126 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $28,835,863 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $28,835,863 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $64,621,640 |
Participant contributions at end of year | 2015-12-31 | $2,623,642 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,415,634 |
Other income not declared elsewhere | 2015-12-31 | $800,500 |
Administrative expenses (other) incurred | 2015-12-31 | $861,318 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $33,783,864 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,132,580,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $718,624,349 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $820,808 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,062,216,568 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $666,467,994 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $53,501,118 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $46,601,123 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-52,973,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | Yes |
Contributions received in cash from employer | 2015-12-31 | $55,032,363 |
Employer contributions (assets) at end of year | 2015-12-31 | $14,239,097 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $5,555,232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $64,911,712 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BKD LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2014 401k financial data | ||
Total transfer of assets to this plan | 2014-12-31 | $3,552,328 |
Total income from all sources (including contributions) | 2014-12-31 | $123,546,574 |
Total of all expenses incurred | 2014-12-31 | $65,461,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $64,758,620 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $77,500,223 |
Value of total assets at end of year | 2014-12-31 | $718,624,349 |
Value of total assets at beginning of year | 2014-12-31 | $656,986,607 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $702,540 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $18,623,413 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $18,623,413 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-12-31 | 0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $40,554,489 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,468,030 |
Other income not declared elsewhere | 2014-12-31 | $199,484 |
Administrative expenses (other) incurred | 2014-12-31 | $20,324 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $58,085,414 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $718,624,349 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $656,986,607 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $682,216 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $666,467,994 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $488,513,792 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $46,601,123 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $46,582,269 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $117,755,292 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $11,022,579 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $15,625,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $34,477,704 |
Employer contributions (assets) at end of year | 2014-12-31 | $5,555,232 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $4,135,254 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $64,758,620 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BKD LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $143,382,730 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $49,408,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $48,684,687 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $43,864,670 |
Value of total assets at end of year | 2013-12-31 | $656,986,607 |
Value of total assets at beginning of year | 2013-12-31 | $563,012,405 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $723,841 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $16,746,379 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $16,746,379 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $150,927 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $93,974,202 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $656,986,607 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $563,012,405 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $572,914 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $488,513,792 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $411,494,395 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $46,582,269 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $47,807,361 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $117,755,292 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $98,608,372 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $52,942,991 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $30,037,754 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $43,864,670 |
Employer contributions (assets) at end of year | 2013-12-31 | $4,135,254 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $5,102,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $48,684,687 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $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 | $117,017,044 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $32,940,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $32,278,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $47,599,909 |
Value of total assets at end of year | 2012-12-31 | $563,012,405 |
Value of total assets at beginning of year | 2012-12-31 | $478,935,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $662,131 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $12,087,585 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $12,087,585 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $160,196 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $84,076,435 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $563,012,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $478,935,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $501,935 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $411,494,395 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $345,276,711 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $47,807,361 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $44,922,152 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $98,608,372 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $84,118,484 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $42,212,097 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $13,539,510 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $47,599,909 |
Employer contributions (assets) at end of year | 2012-12-31 | $5,102,277 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,618,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $32,278,478 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $40,799,191 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $27,902,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $27,370,569 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $45,417,455 |
Value of total assets at end of year | 2011-12-31 | $478,935,970 |
Value of total assets at beginning of year | 2011-12-31 | $466,038,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $531,589 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $9,586,881 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $9,586,881 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $145,288 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $12,897,033 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $478,935,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $466,038,937 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $386,301 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $345,276,711 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $335,723,248 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $44,922,152 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $48,529,454 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $84,118,484 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $77,400,614 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-17,908,572 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,783,647 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $45,417,455 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,618,623 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $4,385,621 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $27,370,569 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $94,741,661 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $33,311,424 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $32,933,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $41,258,413 |
Value of total assets at end of year | 2010-12-31 | $466,038,937 |
Value of total assets at beginning of year | 2010-12-31 | $404,608,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $378,384 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $8,619,892 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $8,619,892 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $159,139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $61,430,237 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $466,038,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $404,608,700 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $219,245 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $335,723,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $286,502,208 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $48,529,454 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $48,738,581 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $77,400,614 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $64,997,765 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $31,900,225 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $10,105,244 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $41,258,413 |
Employer contributions (assets) at end of year | 2010-12-31 | $4,385,621 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $4,370,146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $32,933,040 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Mulitple employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Mulitple employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Mulitple employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Mulitple employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Mulitple employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Mulitple employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: IU HEALTH 401(K) SAVINGS PLAN (F/K/A IU HEALTH 401(K) SAVINGS PLAN A) 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Mulitple employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |