401k Plan data: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN plan

MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN
Plan identification number	001

MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MAYO CLINIC HEALTH SYSTEM - EAU CLAIRE CLINIC, INC. has sponsored the creation of one or more 401k plans.

Company Name: MAYO CLINIC HEALTH SYSTEM - EAU CLAIRE CLINIC, INC.

Employer identification number (EIN): 391735831

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DAVID SCHUITEMA DAVID SCHUITEMA 2016-07-13
001 2014-01-01 DAVID SCHUITEMA DAVID SCHUITEMA 2015-10-07
001 2013-01-01 LESLIE SMITH LESLIE SMITH 2014-10-14
001 2012-01-01 LESLIE SMITH LESLIE SMITH 2013-10-08
001 2011-01-01 BLYTHE RINALDI BLYTHE RINALDI 2012-10-08
001 2010-01-01 LESLIE SMITH
001 2009-01-01 BLYTHE RINALDI

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	DAVID SCHUITEMA	DAVID SCHUITEMA	2016-07-13
001	2014-01-01	DAVID SCHUITEMA	DAVID SCHUITEMA	2015-10-07
001	2013-01-01	LESLIE SMITH	LESLIE SMITH	2014-10-14
001	2012-01-01	LESLIE SMITH	LESLIE SMITH	2013-10-08
001	2011-01-01	BLYTHE RINALDI	BLYTHE RINALDI	2012-10-08
001	2010-01-01	LESLIE SMITH
001	2009-01-01	BLYTHE RINALDI

Plan Statistics for MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN

Measure Date Value
2015: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,169
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,125
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,817
Number of retired or separated participants receiving benefits 2014-01-01 14
Number of other retired or separated participants entitled to future benefits 2014-01-01 336
Total of all active and inactive participants 2014-01-01 2,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 2,169
Number of participants with account balances 2014-01-01 2,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 30
2013: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,975
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,821
Number of retired or separated participants receiving benefits 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 291
Total of all active and inactive participants 2013-01-01 2,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 2,125
Number of participants with account balances 2013-01-01 1,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 22
2012: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,005
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,823
Number of retired or separated participants receiving benefits 2012-01-01 17
Number of other retired or separated participants entitled to future benefits 2012-01-01 267
Total of all active and inactive participants 2012-01-01 2,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 2,108
Number of participants with account balances 2012-01-01 1,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 24
2011: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,930
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,752
Number of retired or separated participants receiving benefits 2011-01-01 13
Number of other retired or separated participants entitled to future benefits 2011-01-01 240
Total of all active and inactive participants 2011-01-01 2,005
Total participants 2011-01-01 2,005
Number of participants with account balances 2011-01-01 1,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 26
2010: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,825
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,688
Number of retired or separated participants receiving benefits 2010-01-01 11
Number of other retired or separated participants entitled to future benefits 2010-01-01 231
Total of all active and inactive participants 2010-01-01 1,930
Total participants 2010-01-01 1,930
Number of participants with account balances 2010-01-01 19
2009: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,472
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,595
Number of retired or separated participants receiving benefits 2009-01-01 12
Number of other retired or separated participants entitled to future benefits 2009-01-01 218
Total of all active and inactive participants 2009-01-01 1,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,825
Number of participants with account balances 2009-01-01 1,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 18

Measure	Date	Value
2015: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,169
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,125
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,817
Number of retired or separated participants receiving benefits	2014-01-01	14
Number of other retired or separated participants entitled to future benefits	2014-01-01	336
Total of all active and inactive participants	2014-01-01	2,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	2,169
Number of participants with account balances	2014-01-01	2,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	30
2013: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,975
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,821
Number of retired or separated participants receiving benefits	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	291
Total of all active and inactive participants	2013-01-01	2,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	2,125
Number of participants with account balances	2013-01-01	1,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	22
2012: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,005
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,823
Number of retired or separated participants receiving benefits	2012-01-01	17
Number of other retired or separated participants entitled to future benefits	2012-01-01	267
Total of all active and inactive participants	2012-01-01	2,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	2,108
Number of participants with account balances	2012-01-01	1,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	24
2011: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,930
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,752
Number of retired or separated participants receiving benefits	2011-01-01	13
Number of other retired or separated participants entitled to future benefits	2011-01-01	240
Total of all active and inactive participants	2011-01-01	2,005
Total participants	2011-01-01	2,005
Number of participants with account balances	2011-01-01	1,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	26
2010: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,825
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,688
Number of retired or separated participants receiving benefits	2010-01-01	11
Number of other retired or separated participants entitled to future benefits	2010-01-01	231
Total of all active and inactive participants	2010-01-01	1,930
Total participants	2010-01-01	1,930
Number of participants with account balances	2010-01-01	19
2009: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,472
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,595
Number of retired or separated participants receiving benefits	2009-01-01	12
Number of other retired or separated participants entitled to future benefits	2009-01-01	218
Total of all active and inactive participants	2009-01-01	1,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,825
Number of participants with account balances	2009-01-01	1,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	18

Financial Data on MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN

Measure	Date	Value
2015 : MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-09-30	$-294,568
Total unrealized appreciation/depreciation of assets	2015-09-30	$-294,568
Total transfer of assets from this plan	2015-09-30	$282,637,350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$353,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total income from all sources (including contributions)	2015-09-30	$-10,039,079
Total loss/gain on sale of assets	2015-09-30	$0
Total of all expenses incurred	2015-09-30	$18,494,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$18,331,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$0
Value of total assets at end of year	2015-09-30	$353,740
Value of total assets at beginning of year	2015-09-30	$311,170,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$163,115
Total interest from all sources	2015-09-30	$70,451
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$3,769,064
Total dividends received from registered investment company shares (eg mutual funds)	2015-09-30	$3,769,064
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$5,000,000
If this is an individual account plan, was there a blackout period	2015-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Participant contributions at end of year	2015-09-30	$0
Participant contributions at beginning of year	2015-09-30	$2,610,928
Assets. Other investments not covered elsewhere at end of year	2015-09-30	$353,740
Assets. Other investments not covered elsewhere at beginning of year	2015-09-30	$6,990,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-09-30	$353,740
Other income not declared elsewhere	2015-09-30	$422,917
Administrative expenses (other) incurred	2015-09-30	$163,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$-28,533,534
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$311,170,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$272,326,365
Interest on participant loans	2015-09-30	$70,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-09-30	$2,259,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-09-30	$2,259,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-09-30	$16,964,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-09-30	$-14,006,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Employer contributions (assets) at end of year	2015-09-30	$0
Employer contributions (assets) at beginning of year	2015-09-30	$10,019,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$18,331,340
Did the plan have assets held for investment	2015-09-30	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	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	RSM US LLP
Accountancy firm EIN	2015-09-30	420714325
2014 : MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$311,667
Total unrealized appreciation/depreciation of assets	2014-12-31	$311,667
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	$38,814,022
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$26,651,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$26,428,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$19,832,069
Value of total assets at end of year	2014-12-31	$311,170,884
Value of total assets at beginning of year	2014-12-31	$299,008,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$223,463
Total interest from all sources	2014-12-31	$104,892
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$14,105,059
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	$14,105,059
Administrative expenses professional fees incurred	2014-12-31	$223,463
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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
Contributions received from participants	2014-12-31	$8,621,591
Participant contributions at end of year	2014-12-31	$2,610,928
Participant contributions at beginning of year	2014-12-31	$2,419,830
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$6,990,089
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$7,754,790
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,187,203
Other income not declared elsewhere	2014-12-31	$572,428
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	$12,162,243
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$311,170,884
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$299,008,641
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	$272,326,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$259,695,322
Interest on participant loans	2014-12-31	$104,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,259,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,487,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,487,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$16,964,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$18,161,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,887,907
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	$10,023,275
Employer contributions (assets) at end of year	2014-12-31	$10,019,972
Employer contributions (assets) at beginning of year	2014-12-31	$9,489,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$26,428,316
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	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$4,356
Total unrealized appreciation/depreciation of assets	2013-12-31	$4,356
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	$64,388,736
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$17,053,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$16,854,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$18,854,542
Value of total assets at end of year	2013-12-31	$299,008,641
Value of total assets at beginning of year	2013-12-31	$251,673,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$198,879
Total interest from all sources	2013-12-31	$97,767
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$8,945,860
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	$8,945,860
Administrative expenses professional fees incurred	2013-12-31	$198,879
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Contributions received from participants	2013-12-31	$8,164,471
Participant contributions at end of year	2013-12-31	$2,419,830
Participant contributions at beginning of year	2013-12-31	$2,058,895
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$7,754,790
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$5,974,475
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,214,634
Other income not declared elsewhere	2013-12-31	$454,912
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	$47,335,090
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$299,008,641
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$251,673,551
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	$259,695,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$216,892,595
Interest on participant loans	2013-12-31	$97,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,487,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,076,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,076,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$18,161,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$15,453,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$35,465,838
Net investment gain or loss from common/collective trusts	2013-12-31	$565,461
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	$9,475,437
Employer contributions (assets) at end of year	2013-12-31	$9,489,861
Employer contributions (assets) at beginning of year	2013-12-31	$9,218,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$16,854,767
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	MCGLADREY LLC
Accountancy firm EIN	2013-12-31	420714325
2012 : MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$420,955
Total unrealized appreciation/depreciation of assets	2012-12-31	$420,955
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	$45,389,877
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$17,880,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$17,701,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$17,326,307
Value of total assets at end of year	2012-12-31	$251,673,551
Value of total assets at beginning of year	2012-12-31	$224,164,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$179,790
Total interest from all sources	2012-12-31	$86,971
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$8,172,476
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	$8,172,476
Administrative expenses professional fees incurred	2012-12-31	$179,790
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
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
Contributions received from participants	2012-12-31	$7,650,384
Participant contributions at end of year	2012-12-31	$2,058,895
Participant contributions at beginning of year	2012-12-31	$1,729,630
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$5,974,475
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$5,334,626
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$457,632
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	$27,508,990
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$251,673,551
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$224,164,561
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	$216,892,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$193,897,747
Interest on participant loans	2012-12-31	$86,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,076,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$905,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$905,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$15,453,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$13,487,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$19,383,168
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	$9,218,291
Employer contributions (assets) at end of year	2012-12-31	$9,218,291
Employer contributions (assets) at beginning of year	2012-12-31	$8,809,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$17,701,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-240,859
Total unrealized appreciation/depreciation of assets	2011-12-31	$-240,859
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	$15,220,453
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$23,173,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$22,999,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$16,431,252
Value of total assets at end of year	2011-12-31	$224,164,561
Value of total assets at beginning of year	2011-12-31	$232,117,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$173,114
Total interest from all sources	2011-12-31	$81,188
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$6,823,614
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	$6,823,614
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
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
Contributions received from participants	2011-12-31	$7,223,597
Participant contributions at end of year	2011-12-31	$1,729,630
Participant contributions at beginning of year	2011-12-31	$1,697,370
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$5,334,626
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$7,056,665
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$397,836
Other income not declared elsewhere	2011-12-31	$-133,197
Administrative expenses (other) incurred	2011-12-31	$173,114
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	$-7,952,627
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$224,164,561
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$232,117,188
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$193,897,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$202,881,044
Interest on participant loans	2011-12-31	$79,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$905,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,338,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,338,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$13,487,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$10,669,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-8,133,630
Net investment gain or loss from common/collective trusts	2011-12-31	$392,085
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	$8,809,819
Employer contributions (assets) at end of year	2011-12-31	$8,809,819
Employer contributions (assets) at beginning of year	2011-12-31	$8,474,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$22,999,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$631,597
Total unrealized appreciation/depreciation of assets	2010-12-31	$631,597
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	$41,212,210
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$13,909,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$13,746,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$16,318,487
Value of total assets at end of year	2010-12-31	$232,117,188
Value of total assets at beginning of year	2010-12-31	$204,814,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$162,948
Total interest from all sources	2010-12-31	$89,588
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$5,470,890
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	$5,470,890
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
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
Contributions received from participants	2010-12-31	$6,702,594
Participant contributions at end of year	2010-12-31	$1,697,370
Participant contributions at beginning of year	2010-12-31	$1,512,397
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$7,056,665
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$7,741,892
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,141,742
Other income not declared elsewhere	2010-12-31	$-65,257
Administrative expenses (other) incurred	2010-12-31	$162,948
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	$27,302,472
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$232,117,188
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$204,814,716
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$202,881,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$179,324,743
Interest on participant loans	2010-12-31	$89,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,338,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$10,669,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$7,975,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$18,475,064
Net investment gain or loss from common/collective trusts	2010-12-31	$291,841
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	$8,474,151
Employer contributions (assets) at end of year	2010-12-31	$8,474,151
Employer contributions (assets) at beginning of year	2010-12-31	$8,260,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$13,746,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325
2009 : MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 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

Form 5500 Responses for MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN

2015: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS 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	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS 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: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS 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: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS 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
2011: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MAYO CLINIC HEALTH SYSTEM-EAU CLAIRE CLINIC RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151553

Policy instance

Insurance contract or identification number	151553
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-09-30
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

150151

Policy instance

Insurance contract or identification number	150151
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151553

Policy instance

Insurance contract or identification number	151553
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

150151

Policy instance

Insurance contract or identification number	150151
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151553

Policy instance

Insurance contract or identification number	151553
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

150151

Policy instance

Insurance contract or identification number	150151
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151553

Policy instance

Insurance contract or identification number	151553
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

150151

Policy instance

Insurance contract or identification number	150151
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151553

Policy instance

Insurance contract or identification number	151553
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

150151

Policy instance

Insurance contract or identification number	150151
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

151553

Policy instance

Insurance contract or identification number	151553
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

150151

Policy instance

Insurance contract or identification number	150151
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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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Company Name:	MAYO CLINIC HEALTH SYSTEM - EAU CLAIRE CLINIC, INC.
Employer identification number (EIN):	391735831
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)