401k Plan data: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN plan

MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN
Plan identification number	001

MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCLAREN NORTHERN MICHIGAN has sponsored the creation of one or more 401k plans.

Company Name: MCLAREN NORTHERN MICHIGAN

Employer identification number (EIN): 382146751

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about MCLAREN NORTHERN MICHIGAN

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 0000-00-00

Company Identification Number: 828000

Legal Registered Office Address: 416 CONNABLE AVE PETOSKEY

United States of America (USA)
49770

More information about MCLAREN NORTHERN MICHIGAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 DONNA AHO
001 2015-01-01 DONNA AHO
001 2014-01-01 DONNA AHO DONNA AHO 2015-10-12
001 2013-01-01 DONNA AHO
001 2012-01-01 CHRISTINE VANSLEMBROUCK EUGENE KAMINSKI 2013-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	DONNA AHO
001	2015-01-01	DONNA AHO
001	2014-01-01	DONNA AHO	DONNA AHO	2015-10-12
001	2013-01-01	DONNA AHO
001	2012-01-01	CHRISTINE VANSLEMBROUCK	EUGENE KAMINSKI	2013-10-01

Plan Statistics for MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN

Measure Date Value
2016: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets 2016-09-01 104,807,648
Acturial value of plan assets 2016-09-01 111,114,705
Funding target for retired participants and beneficiaries receiving payment 2016-09-01 39,505,160
Number of terminated vested participants 2016-09-01 610
Fundng target for terminated vested participants 2016-09-01 19,221,567
Active participant vested funding target 2016-09-01 35,475,065
Number of active participants 2016-09-01 887
Total funding liabilities for active participants 2016-09-01 35,992,147
Total participant count 2016-09-01 2,246
Total funding target for all participants 2016-09-01 94,718,874
Balance at beginning of prior year after applicable adjustments 2016-09-01 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-09-01 3,146,834
Carryover balanced portion elected for use to offset prior years funding requirement 2016-09-01 0
Prefunding balanced used to offset prior years funding requirement 2016-09-01 0
Amount remaining of carryover balance 2016-09-01 0
Amount remaining of prefunding balance 2016-09-01 3,146,834
Present value of excess contributions 2016-09-01 2,971,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-09-01 3,159,800
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-09-01 3,159,800
Reductions in caryover balances due to elections or deemed elections 2016-09-01 0
Reductions in prefunding balances due to elections or deemed elections 2016-09-01 0
Balance of carryovers at beginning of current year 2016-09-01 0
Balance of prefunding at beginning of current year 2016-09-01 6,268,872
Total employer contributions 2016-09-01 1,303,652
Total employee contributions 2016-09-01 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-09-01 0
Contributions made to avoid restrictions adjusted to valuation date 2016-09-01 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-09-01 1,225,223
Unpaid minimum required contributions for all prior years 2016-09-01 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-09-01 0
Remaining amount of unpaid minimum required contributions 2016-09-01 0
Minimum required contributions for current year target normal cost 2016-09-01 642,595
Net shortfall amortization installment of oustanding balance 2016-09-01 0
Waiver amortization installment 2016-09-01 0
Total funding amount beforereflecting carryover/prefunding balances 2016-09-01 0
Additional cash requirement 2016-09-01 0
Contributions allocatedtoward minimum required contributions for current year 2016-09-01 1,225,223
Unpaid minimum required contributions for current year 2016-09-01 0
Unpaid minimum required contributions for all years 2016-09-01 0
Total participants, beginning-of-year 2016-01-01 2,281
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
2015: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,324
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 953
Number of retired or separated participants receiving benefits 2015-01-01 655
Number of other retired or separated participants entitled to future benefits 2015-01-01 638
Total of all active and inactive participants 2015-01-01 2,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 35
Total participants 2015-01-01 2,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,358
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,044
Number of retired or separated participants receiving benefits 2014-01-01 610
Number of other retired or separated participants entitled to future benefits 2014-01-01 636
Total of all active and inactive participants 2014-01-01 2,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 34
Total participants 2014-01-01 2,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,370
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,012
Number of retired or separated participants receiving benefits 2013-01-01 661
Number of other retired or separated participants entitled to future benefits 2013-01-01 647
Total of all active and inactive participants 2013-01-01 2,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 38
Total participants 2013-01-01 2,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,464
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,104
Number of retired or separated participants receiving benefits 2012-01-01 524
Number of other retired or separated participants entitled to future benefits 2012-01-01 635
Total of all active and inactive participants 2012-01-01 2,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 28
Total participants 2012-01-01 2,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 171

Measure	Date	Value
2016: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets	2016-09-01	104,807,648
Acturial value of plan assets	2016-09-01	111,114,705
Funding target for retired participants and beneficiaries receiving payment	2016-09-01	39,505,160
Number of terminated vested participants	2016-09-01	610
Fundng target for terminated vested participants	2016-09-01	19,221,567
Active participant vested funding target	2016-09-01	35,475,065
Number of active participants	2016-09-01	887
Total funding liabilities for active participants	2016-09-01	35,992,147
Total participant count	2016-09-01	2,246
Total funding target for all participants	2016-09-01	94,718,874
Balance at beginning of prior year after applicable adjustments	2016-09-01	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-09-01	3,146,834
Carryover balanced portion elected for use to offset prior years funding requirement	2016-09-01	0
Prefunding balanced used to offset prior years funding requirement	2016-09-01	0
Amount remaining of carryover balance	2016-09-01	0
Amount remaining of prefunding balance	2016-09-01	3,146,834
Present value of excess contributions	2016-09-01	2,971,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-09-01	3,159,800
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-09-01	3,159,800
Reductions in caryover balances due to elections or deemed elections	2016-09-01	0
Reductions in prefunding balances due to elections or deemed elections	2016-09-01	0
Balance of carryovers at beginning of current year	2016-09-01	0
Balance of prefunding at beginning of current year	2016-09-01	6,268,872
Total employer contributions	2016-09-01	1,303,652
Total employee contributions	2016-09-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-09-01	0
Contributions made to avoid restrictions adjusted to valuation date	2016-09-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-09-01	1,225,223
Unpaid minimum required contributions for all prior years	2016-09-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-09-01	0
Remaining amount of unpaid minimum required contributions	2016-09-01	0
Minimum required contributions for current year target normal cost	2016-09-01	642,595
Net shortfall amortization installment of oustanding balance	2016-09-01	0
Waiver amortization installment	2016-09-01	0
Total funding amount beforereflecting carryover/prefunding balances	2016-09-01	0
Additional cash requirement	2016-09-01	0
Contributions allocatedtoward minimum required contributions for current year	2016-09-01	1,225,223
Unpaid minimum required contributions for current year	2016-09-01	0
Unpaid minimum required contributions for all years	2016-09-01	0
Total participants, beginning-of-year	2016-01-01	2,281
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
2015: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,324
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	953
Number of retired or separated participants receiving benefits	2015-01-01	655
Number of other retired or separated participants entitled to future benefits	2015-01-01	638
Total of all active and inactive participants	2015-01-01	2,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	35
Total participants	2015-01-01	2,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,358
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,044
Number of retired or separated participants receiving benefits	2014-01-01	610
Number of other retired or separated participants entitled to future benefits	2014-01-01	636
Total of all active and inactive participants	2014-01-01	2,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	34
Total participants	2014-01-01	2,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,370
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,012
Number of retired or separated participants receiving benefits	2013-01-01	661
Number of other retired or separated participants entitled to future benefits	2013-01-01	647
Total of all active and inactive participants	2013-01-01	2,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	38
Total participants	2013-01-01	2,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,464
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,104
Number of retired or separated participants receiving benefits	2012-01-01	524
Number of other retired or separated participants entitled to future benefits	2012-01-01	635
Total of all active and inactive participants	2012-01-01	2,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	28
Total participants	2012-01-01	2,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	171

Financial Data on MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN

Measure	Date	Value
2016 : MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-01	$0
Total transfer of assets from this plan	2016-09-01	$111,188,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-01	$0
Total income from all sources (including contributions)	2016-09-01	$9,349,436
Total loss/gain on sale of assets	2016-09-01	$0
Total of all expenses incurred	2016-09-01	$2,997,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-01	$2,933,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-01	$1,303,652
Value of total assets at end of year	2016-09-01	$0
Value of total assets at beginning of year	2016-09-01	$104,836,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-01	$63,725
Total interest from all sources	2016-09-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-09-01	$257,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-09-01	$257,226
Administrative expenses professional fees incurred	2016-09-01	$24,951
Was this plan covered by a fidelity bond	2016-09-01	Yes
Value of fidelity bond cover	2016-09-01	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-01	$0
Were there any nonexempt tranactions with any party-in-interest	2016-09-01	No
Administrative expenses (other) incurred	2016-09-01	$8,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-01	No
Value of net income/loss	2016-09-01	$6,352,295
Value of net assets at end of year (total assets less liabilities)	2016-09-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-09-01	$104,836,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-01	No
Were any leases to which the plan was party in default or uncollectible	2016-09-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-01	$34,204,091
Value of interest in pooled separate accounts at end of year	2016-09-01	$0
Value of interest in pooled separate accounts at beginning of year	2016-09-01	$69,463,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-01	$1,770,370
Net investment gain/loss from pooled separate accounts	2016-09-01	$6,018,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-01	Yes
Was there a failure to transmit to the plan any participant contributions	2016-09-01	No
Has the plan failed to provide any benefit when due under the plan	2016-09-01	No
Contributions received in cash from employer	2016-09-01	$1,303,652
Employer contributions (assets) at end of year	2016-09-01	$0
Employer contributions (assets) at beginning of year	2016-09-01	$1,168,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-01	$2,933,416
Contract administrator fees	2016-09-01	$30,229
Did the plan have assets held for investment	2016-09-01	No
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	2016-09-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-01	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-01	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-01	Disclaimer
Accountancy firm name	2016-09-01	PLANTE & MORAN, PLLC
Accountancy firm EIN	2016-09-01	381357951
2015 : MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,862,100
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,965,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,546,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,128,071
Value of total assets at end of year	2015-12-31	$104,836,500
Value of total assets at beginning of year	2015-12-31	$106,939,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$418,739
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$932,377
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	$932,377
Administrative expenses professional fees incurred	2015-12-31	$109,353
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$276,018
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	$-2,102,993
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$104,836,500
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$106,939,493
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$34,204,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$34,663,521
Value of interest in pooled separate accounts at end of year	2015-12-31	$69,463,602
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$71,391,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,391,806
Net investment gain/loss from pooled separate accounts	2015-12-31	$-806,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	No
Contributions received in cash from employer	2015-12-31	$3,128,071
Employer contributions (assets) at end of year	2015-12-31	$1,168,807
Employer contributions (assets) at beginning of year	2015-12-31	$884,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,546,354
Contract administrator fees	2015-12-31	$33,368
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2015-12-31	381357951
2014 : MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$8,170,597
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,644,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,312,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,091,122
Value of total assets at end of year	2014-12-31	$106,939,493
Value of total assets at beginning of year	2014-12-31	$102,413,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$332,015
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$765,567
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	$765,567
Administrative expenses professional fees incurred	2014-12-31	$68,257
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$229,950
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	$4,525,901
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$106,939,493
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$102,413,592
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$34,663,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$32,162,451
Value of interest in pooled separate accounts at end of year	2014-12-31	$71,391,768
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$68,782,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-471,415
Net investment gain/loss from pooled separate accounts	2014-12-31	$4,785,323
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	$3,091,122
Employer contributions (assets) at end of year	2014-12-31	$884,204
Employer contributions (assets) at beginning of year	2014-12-31	$1,469,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,312,681
Contract administrator fees	2014-12-31	$33,808
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2014-12-31	381357951
2013 : MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 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	$19,674,803
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,790,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,709,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,212,668
Value of total assets at end of year	2013-12-31	$102,413,592
Value of total assets at beginning of year	2013-12-31	$85,529,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$81,877
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$525,607
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	$525,607
Administrative expenses professional fees incurred	2013-12-31	$49,174
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
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	$16,883,886
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$102,413,592
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$85,529,706
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$32,162,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$17,740,357
Value of interest in pooled separate accounts at end of year	2013-12-31	$68,782,067
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$67,789,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,596,486
Net investment gain/loss from pooled separate accounts	2013-12-31	$13,340,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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	$3,212,668
Employer contributions (assets) at end of year	2013-12-31	$1,469,074
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,709,040
Contract administrator fees	2013-12-31	$32,703
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2013-12-31	381357951
2012 : MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 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	$12,854,070
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,395,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,362,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,371,509
Value of total assets at end of year	2012-12-31	$85,529,706
Value of total assets at beginning of year	2012-12-31	$75,070,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$32,488
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$398,675
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	$398,675
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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
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	$10,458,881
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$85,529,706
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$75,070,825
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$17,740,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$14,684,420
Value of interest in pooled separate accounts at end of year	2012-12-31	$67,789,349
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$55,534,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,515,518
Net investment gain/loss from pooled separate accounts	2012-12-31	$8,568,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$2,371,509
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$4,851,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,362,701
Contract administrator fees	2012-12-31	$32,488
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2012-12-31	381357951

Form 5500 Responses for MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN

2016: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCLAREN NORTHERN MICHIGAN EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-28856

Policy instance

Insurance contract or identification number	4-28856
Number of Individuals Covered	744
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-28856

Policy instance

Insurance contract or identification number	4-28856
Number of Individuals Covered	2324
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-28856

Policy instance

Insurance contract or identification number	4-28856
Number of Individuals Covered	625
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-28856

Policy instance

Insurance contract or identification number	4-28856
Number of Individuals Covered	2291
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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See full terms and conditions

Company Name:	MCLAREN NORTHERN MICHIGAN
Employer identification number (EIN):	382146751
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	0000-00-00
Company Identification Number:	828000
Legal Registered Office Address:	416 CONNABLE AVE PETOSKEY United States of America (USA) 49770