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ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 401k Plan overview

Plan NameROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN
Plan identification number 013

ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ROCKFORD HEALTH SYSTEM
Employer identification number (EIN):363197915
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0132015-01-01HEIDI ELSBREE
0132014-01-01HEIDI ELSBREE, VP PEOPLE & CULTURE
0132013-01-01HEIDI ELSBREE, VP PEOPLE & CULTURE
0132012-01-01DAN PAROD, SR VP HOSPITAL & ADMIN
0132011-01-01DAN PAROD, VP OF HUMAN RESOURCES &
0132009-01-01DAN PAROD, VP HUMAN RESOURCES

Plan Statistics for ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN

401k plan membership statisitcs for ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN

Measure Date Value
2015: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,847
Total number of active participants reported on line 7a of the Form 55002015-01-011,941
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01868
Total of all active and inactive participants2015-01-012,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-012,821
Number of participants with account balances2015-01-012,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0162
2014: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,183
Total number of active participants reported on line 7a of the Form 55002014-01-011,951
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01893
Total of all active and inactive participants2014-01-012,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,847
Number of participants with account balances2014-01-012,847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01102
2013: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,099
Total number of active participants reported on line 7a of the Form 55002013-01-012,385
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01794
Total of all active and inactive participants2013-01-013,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-013,183
Number of participants with account balances2013-01-013,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131
2012: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,011
Total number of active participants reported on line 7a of the Form 55002012-01-012,505
Number of retired or separated participants receiving benefits2012-01-01590
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-013,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-013,099
Number of participants with account balances2012-01-013,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0171
2011: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,476
Total number of active participants reported on line 7a of the Form 55002011-01-011,298
Number of retired or separated participants receiving benefits2011-01-01706
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-012,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-012,011
Number of participants with account balances2011-01-012,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2009: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,089
Total number of active participants reported on line 7a of the Form 55002009-01-01945
Number of retired or separated participants receiving benefits2009-01-01330
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-011,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN

Measure Date Value
2015 : ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,493,611
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,350,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,350,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,565,810
Value of total assets at end of year2015-12-31$27,419,567
Value of total assets at beginning of year2015-12-31$25,276,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$475
Total interest from all sources2015-12-31$1,762
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,301,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,301,598
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,142,917
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,419,567
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,276,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,437,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,321,185
Interest earned on other investments2015-12-31$1,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$255,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$263,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$263,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$145,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$144,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,375,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,565,810
Employer contributions (assets) at end of year2015-12-31$3,582,081
Employer contributions (assets) at beginning of year2015-12-31$3,546,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,350,219
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,718,750
Total of all expenses incurred2014-12-31$961,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$960,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,488,217
Value of total assets at end of year2014-12-31$25,276,650
Value of total assets at beginning of year2014-12-31$21,519,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$336
Total interest from all sources2014-12-31$1,425
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,955,543
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$1,955,543
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$336
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$3,757,551
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,276,650
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,519,099
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$21,321,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,523,213
Interest earned on other investments2014-12-31$1,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$263,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$287,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$287,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$144,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$82,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-726,435
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$3,488,217
Employer contributions (assets) at end of year2014-12-31$3,546,924
Employer contributions (assets) at beginning of year2014-12-31$3,625,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$960,863
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 name2014-12-31BENNING GROUP, LLC
Accountancy firm EIN2014-12-31300003878
2013 : ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,360,597
Total of all expenses incurred2013-12-31$676,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$675,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,625,876
Value of total assets at end of year2013-12-31$21,519,099
Value of total assets at beginning of year2013-12-31$15,834,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$417
Total interest from all sources2013-12-31$1,359
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$428,365
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$428,365
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$417
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$5,684,292
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,519,099
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,834,807
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$17,523,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,004,839
Interest earned on other investments2013-12-31$1,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$287,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$224,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$224,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$82,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$78,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,304,997
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$3,625,876
Employer contributions (assets) at end of year2013-12-31$3,625,876
Employer contributions (assets) at beginning of year2013-12-31$3,527,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$675,888
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 name2013-12-31BENNING GROUP, LLC
Accountancy firm EIN2013-12-31300003878
2012 : ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,879,207
Total of all expenses incurred2012-12-31$623,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$623,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,527,474
Value of total assets at end of year2012-12-31$15,834,807
Value of total assets at beginning of year2012-12-31$11,578,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$150
Total interest from all sources2012-12-31$1,925
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$269,523
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$269,523
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$150
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$4,255,961
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,834,807
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,578,846
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$12,229,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,539,783
Interest earned on other investments2012-12-31$1,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$78,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$52,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,080,285
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$3,527,474
Employer contributions (assets) at end of year2012-12-31$3,527,474
Employer contributions (assets) at beginning of year2012-12-31$1,986,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$623,096
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 name2012-12-31BENNING GROUP, LLC
Accountancy firm EIN2012-12-31300003878
2011 : ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,556,934
Total of all expenses incurred2011-12-31$252,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$252,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,986,976
Value of total assets at end of year2011-12-31$11,578,846
Value of total assets at beginning of year2011-12-31$10,274,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$155
Total interest from all sources2011-12-31$1,605
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$329,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$329,298
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,304,060
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,578,846
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,274,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,539,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,416,833
Interest earned on other investments2011-12-31$1,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$52,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$33,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-760,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,986,976
Employer contributions (assets) at end of year2011-12-31$1,986,976
Employer contributions (assets) at beginning of year2011-12-31$1,824,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$252,719
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SIKICH LLP
Accountancy firm EIN2011-12-31363168081
2010 : ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,814,180
Total of all expenses incurred2010-12-31$204,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$204,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,824,725
Value of total assets at end of year2010-12-31$10,274,786
Value of total assets at beginning of year2010-12-31$7,665,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$148
Total interest from all sources2010-12-31$1,138
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$191,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$191,854
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,609,223
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,274,786
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,665,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,295,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,867,360
Interest earned on other investments2010-12-31$1,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$120,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$90,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$90,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$33,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$796,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,824,725
Employer contributions (assets) at end of year2010-12-31$1,824,725
Employer contributions (assets) at beginning of year2010-12-31$1,681,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$204,809
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SIKICH LLP
Accountancy firm EIN2010-12-31363168081

Form 5500 Responses for ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN

2015: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION 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: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROCKFORD HEALTH SYSTEM FIXED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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