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TRINISAVE INVESTMENT PLAN 401k Plan overview

Plan NameTRINISAVE INVESTMENT PLAN
Plan identification number 003

TRINISAVE INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:TRINITY HEALTH
Employer identification number (EIN):450226558
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about TRINITY HEALTH

Jurisdiction of Incorporation: South Dakota Secretary of State
Incorporation Date:
Company Identification Number: FN010643

More information about TRINITY HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINISAVE INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032011-01-01PAUL SIMONSON2011-10-07
0032009-01-01PAUL SIMONSON

Plan Statistics for TRINISAVE INVESTMENT PLAN

401k plan membership statisitcs for TRINISAVE INVESTMENT PLAN

Measure Date Value
2009: TRINISAVE INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01714
Total number of active participants reported on line 7a of the Form 55002009-01-01670
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01703
Number of participants with account balances2009-01-01703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TRINISAVE INVESTMENT PLAN

Measure Date Value
2010 : TRINISAVE INVESTMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$261,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,510
Total income from all sources (including contributions)2010-12-31$2,040,282
Total of all expenses incurred2010-12-31$23,636,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,616,771
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$27,002
Value of total assets at end of year2010-12-31$9,510
Value of total assets at beginning of year2010-12-31$21,334,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,414
Total interest from all sources2010-12-31$5,878
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$189,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$189,273
Administrative expenses professional fees incurred2010-12-31$7,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$800,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at beginning of year2010-12-31$121,273
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$26,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$9,510
Administrative expenses (other) incurred2010-12-31$12,414
Total non interest bearing cash at end of year2010-12-31$9,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-21,595,903
Value of net assets at end of year (total assets less liabilities)2010-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,334,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,683,844
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,529,179
Interest on participant loans2010-12-31$5,781
Interest earned on other investments2010-12-31$97
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,772,004
Net investment gain/loss from pooled separate accounts2010-12-31$46,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,616,771
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2010-12-31450310328
2009 : TRINISAVE INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TRINISAVE INVESTMENT PLAN

2009: TRINISAVE INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069196
Policy instance 1
Insurance contract or identification numberTT069196
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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