401k Plan data: MORTON HOSPITAL EMPLOYEES' PENSION PLAN plan

MORTON HOSPITAL EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	MORTON HOSPITAL EMPLOYEES' PENSION PLAN
Plan identification number	001

MORTON HOSPITAL 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).

401k Sponsoring company profile

MORTON HOSPITAL, A STEWARD FAMILY HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: MORTON HOSPITAL, A STEWARD FAMILY HOSPITAL, INC.

Employer identification number (EIN): 451209304

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORTON HOSPITAL EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-10-01
001 2015-10-01
001 2014-10-01
001 2013-10-01 DEBORAH BRADSHAW
001 2012-10-01 SARAH TURNER
001 2011-10-01 MELINDA BRAITHWAITE MARK RICH 2013-07-15

Plan Statistics for MORTON HOSPITAL EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for MORTON HOSPITAL EMPLOYEES' PENSION PLAN

Measure Date Value
2015: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 1,701
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 0
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 1,729
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 580
Number of retired or separated participants receiving benefits 2014-10-01 486
Number of other retired or separated participants entitled to future benefits 2014-10-01 614
Total of all active and inactive participants 2014-10-01 1,680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 21
Total participants 2014-10-01 1,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 18
2013: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1,729
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 664
Number of retired or separated participants receiving benefits 2013-10-01 456
Number of other retired or separated participants entitled to future benefits 2013-10-01 591
Total of all active and inactive participants 2013-10-01 1,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 18
Total participants 2013-10-01 1,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 10
2012: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 1,648
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 698
Number of retired or separated participants receiving benefits 2012-10-01 429
Number of other retired or separated participants entitled to future benefits 2012-10-01 590
Total of all active and inactive participants 2012-10-01 1,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 12
Total participants 2012-10-01 1,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 27
2011: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 1,754
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 690
Number of retired or separated participants receiving benefits 2011-10-01 398
Number of other retired or separated participants entitled to future benefits 2011-10-01 551
Total of all active and inactive participants 2011-10-01 1,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 9
Total participants 2011-10-01 1,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 29

Measure	Date	Value
2015: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	1,701
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	0
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	1,729
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	580
Number of retired or separated participants receiving benefits	2014-10-01	486
Number of other retired or separated participants entitled to future benefits	2014-10-01	614
Total of all active and inactive participants	2014-10-01	1,680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	21
Total participants	2014-10-01	1,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	18
2013: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1,729
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	664
Number of retired or separated participants receiving benefits	2013-10-01	456
Number of other retired or separated participants entitled to future benefits	2013-10-01	591
Total of all active and inactive participants	2013-10-01	1,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	18
Total participants	2013-10-01	1,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	10
2012: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	1,648
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	698
Number of retired or separated participants receiving benefits	2012-10-01	429
Number of other retired or separated participants entitled to future benefits	2012-10-01	590
Total of all active and inactive participants	2012-10-01	1,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	12
Total participants	2012-10-01	1,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	27
2011: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	1,754
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	690
Number of retired or separated participants receiving benefits	2011-10-01	398
Number of other retired or separated participants entitled to future benefits	2011-10-01	551
Total of all active and inactive participants	2011-10-01	1,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	9
Total participants	2011-10-01	1,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	29

Financial Data on MORTON HOSPITAL EMPLOYEES' PENSION PLAN

Measure	Date	Value
2015 : MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-15	$0
Total transfer of assets from this plan	2015-12-15	$75,578,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-15	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-15	$0
Total income from all sources (including contributions)	2015-12-15	$2,065,781
Total loss/gain on sale of assets	2015-12-15	$0
Total of all expenses incurred	2015-12-15	$1,253,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-15	$1,082,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-15	$1,200,372
Value of total assets at end of year	2015-12-15	$0
Value of total assets at beginning of year	2015-12-15	$74,766,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-15	$171,248
Total interest from all sources	2015-12-15	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-15	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-15	No
Administrative expenses professional fees incurred	2015-12-15	$37,643
Was this plan covered by a fidelity bond	2015-12-15	Yes
Value of fidelity bond cover	2015-12-15	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-15	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-15	No
Administrative expenses (other) incurred	2015-12-15	$117,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-15	No
Value of net income/loss	2015-12-15	$811,968
Value of net assets at end of year (total assets less liabilities)	2015-12-15	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-15	$74,766,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-15	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-15	No
Were any leases to which the plan was party in default or uncollectible	2015-12-15	No
Investment advisory and management fees	2015-12-15	$16,336
Value of interest in pooled separate accounts at end of year	2015-12-15	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-15	$73,731,491
Net investment gain/loss from pooled separate accounts	2015-12-15	$865,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-15	No
Was there a failure to transmit to the plan any participant contributions	2015-12-15	No
Has the plan failed to provide any benefit when due under the plan	2015-12-15	No
Contributions received in cash from employer	2015-12-15	$1,200,372
Employer contributions (assets) at end of year	2015-12-15	$0
Employer contributions (assets) at beginning of year	2015-12-15	$1,034,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-15	$1,082,565
Did the plan have assets held for investment	2015-12-15	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	2015-12-15	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-15	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-15	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-15	Disclaimer
Accountancy firm name	2015-12-15	BDO USA, LLP
Accountancy firm EIN	2015-12-15	135381590
Total unrealized appreciation/depreciation of assets	2015-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
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	$3,772,937
Total loss/gain on sale of assets	2015-09-30	$0
Total of all expenses incurred	2015-09-30	$4,129,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$3,586,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$2,921,937
Value of total assets at end of year	2015-09-30	$74,766,428
Value of total assets at beginning of year	2015-09-30	$75,122,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$542,606
Total interest from all sources	2015-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Administrative expenses professional fees incurred	2015-09-30	$41,000
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$500,000
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
Administrative expenses (other) incurred	2015-09-30	$430,226
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	$-356,084
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$74,766,428
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$75,122,512
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
Investment advisory and management fees	2015-09-30	$71,380
Value of interest in pooled separate accounts at end of year	2015-09-30	$73,731,491
Value of interest in pooled separate accounts at beginning of year	2015-09-30	$74,302,568
Net investment gain/loss from pooled separate accounts	2015-09-30	$851,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	Yes
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
Contributions received in cash from employer	2015-09-30	$2,921,937
Employer contributions (assets) at end of year	2015-09-30	$1,034,937
Employer contributions (assets) at beginning of year	2015-09-30	$819,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$3,586,415
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	No
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	BDO USA, LLP
Accountancy firm EIN	2015-09-30	135381590
2014 : MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$9,751,446
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$3,572,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$3,145,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$3,087,944
Value of total assets at end of year	2014-09-30	$75,122,512
Value of total assets at beginning of year	2014-09-30	$68,943,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$427,079
Total interest from all sources	2014-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Administrative expenses professional fees incurred	2014-09-30	$58,564
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Administrative expenses (other) incurred	2014-09-30	$309,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$6,178,703
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$75,122,512
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$68,943,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Investment advisory and management fees	2014-09-30	$58,741
Value of interest in pooled separate accounts at end of year	2014-09-30	$74,302,568
Value of interest in pooled separate accounts at beginning of year	2014-09-30	$68,515,499
Net investment gain/loss from pooled separate accounts	2014-09-30	$6,663,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$3,087,944
Employer contributions (assets) at end of year	2014-09-30	$819,944
Employer contributions (assets) at beginning of year	2014-09-30	$428,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$3,145,664
Did the plan have assets held for investment	2014-09-30	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	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2014-09-30	042684828
2013 : MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$9,095,532
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$3,328,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$3,048,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$3,147,078
Value of total assets at end of year	2013-09-30	$68,943,809
Value of total assets at beginning of year	2013-09-30	$63,177,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$280,001
Total interest from all sources	2013-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Administrative expenses professional fees incurred	2013-09-30	$17,963
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Administrative expenses (other) incurred	2013-09-30	$241,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$5,766,692
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$68,943,809
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$63,177,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Investment advisory and management fees	2013-09-30	$20,299
Value of interest in pooled separate accounts at end of year	2013-09-30	$68,515,499
Value of interest in pooled separate accounts at beginning of year	2013-09-30	$59,507,740
Net investment gain/loss from pooled separate accounts	2013-09-30	$5,948,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$3,147,078
Employer contributions (assets) at end of year	2013-09-30	$428,310
Employer contributions (assets) at beginning of year	2013-09-30	$3,669,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$3,048,839
Did the plan have assets held for investment	2013-09-30	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	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2013-09-30	042684828
2012 : MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$15,714,105
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$2,797,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$2,444,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$5,709,377
Value of total assets at end of year	2012-09-30	$63,177,117
Value of total assets at beginning of year	2012-09-30	$50,260,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$353,361
Total interest from all sources	2012-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$338,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-09-30	$338,375
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Administrative expenses (other) incurred	2012-09-30	$353,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$12,916,133
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$63,177,117
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$50,260,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$25,031,337
Value of interest in pooled separate accounts at end of year	2012-09-30	$59,507,740
Value of interest in pooled separate accounts at beginning of year	2012-09-30	$0
Value of interest in common/collective trusts at end of year	2012-09-30	$0
Value of interest in common/collective trusts at beginning of year	2012-09-30	$25,229,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-09-30	$3,706,475
Net investment gain/loss from pooled separate accounts	2012-09-30	$2,525,557
Net investment gain or loss from common/collective trusts	2012-09-30	$3,434,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$5,709,377
Employer contributions (assets) at end of year	2012-09-30	$3,669,377
Employer contributions (assets) at beginning of year	2012-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$2,444,611
Did the plan have assets held for investment	2012-09-30	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	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2012-09-30	042684828

Form 5500 Responses for MORTON HOSPITAL EMPLOYEES' PENSION PLAN

2015: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	Yes
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 13028

Policy instance

Insurance contract or identification number	SA 13028
Number of Individuals Covered	0
Insurance policy start date	2015-10-01
Insurance policy end date	2015-12-15
Total amount of commissions paid to insurance broker	USD $28,235
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
Commission paid to Insurance Broker	USD $28,235
Insurance broker organization code?	3
Insurance broker name	FIRST REPUBLIC SECURITIES CO.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 13028

Policy instance

Insurance contract or identification number	SA 13028
Number of Individuals Covered	1701
Insurance policy start date	2014-10-01
Insurance policy end date	2015-09-30
Total amount of commissions paid to insurance broker	USD $114,496
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
Commission paid to Insurance Broker	USD $114,496
Insurance broker organization code?	3
Insurance broker name	FIRST REPUBLIC SECURITIES CO.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 13028

Policy instance

Insurance contract or identification number	SA 13028
Number of Individuals Covered	1729
Insurance policy start date	2013-10-01
Insurance policy end date	2014-09-30
Total amount of commissions paid to insurance broker	USD $109,256
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
Commission paid to Insurance Broker	USD $61,072
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INS SERV INC.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 13028

Policy instance

Insurance contract or identification number	SA 13028
Number of Individuals Covered	1648
Insurance policy start date	2012-10-01
Insurance policy end date	2013-09-30
Total amount of commissions paid to insurance broker	USD $92,741
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
Commission paid to Insurance Broker	USD $92,741
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INS SERV INC.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SA 13028

Policy instance

Insurance contract or identification number	SA 13028
Number of Individuals Covered	1648
Insurance policy start date	2012-01-01
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $131,900
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

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Company Name:	MORTON HOSPITAL, A STEWARD FAMILY HOSPITAL, INC.
Employer identification number (EIN):	451209304
NAIC Classification:	622000
NAIC Description:	Hospitals