401k Plan data: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN plan

MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
Plan identification number	003

MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined 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 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: MERCY HEALTH CORPORATION

Employer identification number (EIN): 472158680

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 KATHY HARRIS

Plan Statistics for MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 12,071
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6,868
Number of retired or separated participants receiving benefits 2023-01-01 203
Number of other retired or separated participants entitled to future benefits 2023-01-01 5,445
Total of all active and inactive participants 2023-01-01 12,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 43
Total participants 2023-01-01 12,559
Number of participants with account balances 2023-01-01 11,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 265
2022: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11,676
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7,387
Number of retired or separated participants receiving benefits 2022-01-01 62
Number of other retired or separated participants entitled to future benefits 2022-01-01 4,586
Total of all active and inactive participants 2022-01-01 12,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 36
Total participants 2022-01-01 12,071
Number of participants with account balances 2022-01-01 12,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 602
2021: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11,544
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6,181
Number of retired or separated participants receiving benefits 2021-01-01 53
Number of other retired or separated participants entitled to future benefits 2021-01-01 5,408
Total of all active and inactive participants 2021-01-01 11,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 34
Total participants 2021-01-01 11,676
Number of participants with account balances 2021-01-01 11,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 582
2020: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11,740
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6,694
Number of retired or separated participants receiving benefits 2020-01-01 52
Number of other retired or separated participants entitled to future benefits 2020-01-01 4,768
Total of all active and inactive participants 2020-01-01 11,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 30
Total participants 2020-01-01 11,544
Number of participants with account balances 2020-01-01 11,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 523
2019: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11,006
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7,908
Number of retired or separated participants receiving benefits 2019-01-01 45
Number of other retired or separated participants entitled to future benefits 2019-01-01 3,768
Total of all active and inactive participants 2019-01-01 11,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 19
Total participants 2019-01-01 11,740
Number of participants with account balances 2019-01-01 11,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 345
2018: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9,853
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7,727
Number of retired or separated participants receiving benefits 2018-01-01 35
Number of other retired or separated participants entitled to future benefits 2018-01-01 3,225
Total of all active and inactive participants 2018-01-01 10,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 19
Total participants 2018-01-01 11,006
Number of participants with account balances 2018-01-01 11,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 222
2017: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4,007
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7,320
Number of retired or separated participants receiving benefits 2017-01-01 26
Number of other retired or separated participants entitled to future benefits 2017-01-01 2,497
Total of all active and inactive participants 2017-01-01 9,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 10
Total participants 2017-01-01 9,853
Number of participants with account balances 2017-01-01 9,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 145

Measure	Date	Value
2023: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	12,071
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6,868
Number of retired or separated participants receiving benefits	2023-01-01	203
Number of other retired or separated participants entitled to future benefits	2023-01-01	5,445
Total of all active and inactive participants	2023-01-01	12,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	43
Total participants	2023-01-01	12,559
Number of participants with account balances	2023-01-01	11,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	265
2022: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11,676
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7,387
Number of retired or separated participants receiving benefits	2022-01-01	62
Number of other retired or separated participants entitled to future benefits	2022-01-01	4,586
Total of all active and inactive participants	2022-01-01	12,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	36
Total participants	2022-01-01	12,071
Number of participants with account balances	2022-01-01	12,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	602
2021: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11,544
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6,181
Number of retired or separated participants receiving benefits	2021-01-01	53
Number of other retired or separated participants entitled to future benefits	2021-01-01	5,408
Total of all active and inactive participants	2021-01-01	11,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	34
Total participants	2021-01-01	11,676
Number of participants with account balances	2021-01-01	11,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	582
2020: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11,740
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6,694
Number of retired or separated participants receiving benefits	2020-01-01	52
Number of other retired or separated participants entitled to future benefits	2020-01-01	4,768
Total of all active and inactive participants	2020-01-01	11,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	30
Total participants	2020-01-01	11,544
Number of participants with account balances	2020-01-01	11,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	523
2019: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11,006
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7,908
Number of retired or separated participants receiving benefits	2019-01-01	45
Number of other retired or separated participants entitled to future benefits	2019-01-01	3,768
Total of all active and inactive participants	2019-01-01	11,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	19
Total participants	2019-01-01	11,740
Number of participants with account balances	2019-01-01	11,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	345
2018: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9,853
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7,727
Number of retired or separated participants receiving benefits	2018-01-01	35
Number of other retired or separated participants entitled to future benefits	2018-01-01	3,225
Total of all active and inactive participants	2018-01-01	10,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	19
Total participants	2018-01-01	11,006
Number of participants with account balances	2018-01-01	11,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	222
2017: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,007
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7,320
Number of retired or separated participants receiving benefits	2017-01-01	26
Number of other retired or separated participants entitled to future benefits	2017-01-01	2,497
Total of all active and inactive participants	2017-01-01	9,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	10
Total participants	2017-01-01	9,853
Number of participants with account balances	2017-01-01	9,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	145

Financial Data on MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2022 : MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-67,501,732
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$66,331,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$66,205,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$78,511,422
Value of total assets at end of year	2022-12-31	$707,059,663
Value of total assets at beginning of year	2022-12-31	$840,892,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$125,773
Total interest from all sources	2022-12-31	$3,098,371
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$47,780,453
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$47,780,453
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$31,383,398
Participant contributions at end of year	2022-12-31	$6,157,894
Participant contributions at beginning of year	2022-12-31	$6,195,176
Participant contributions at end of year	2022-12-31	$598,542
Participant contributions at beginning of year	2022-12-31	$476,207
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$3,155,667
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$4,074,704
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$31,502,357
Administrative expenses (other) incurred	2022-12-31	$125,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-133,833,266
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$707,059,663
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$840,892,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$573,873,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$718,576,677
Interest on participant loans	2022-12-31	$258,030
Interest earned on other investments	2022-12-31	$2,840,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$122,475,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$110,825,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-196,569,113
Net investment gain/loss from pooled separate accounts	2022-12-31	$-322,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$15,625,667
Employer contributions (assets) at end of year	2022-12-31	$798,242
Employer contributions (assets) at beginning of year	2022-12-31	$744,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$66,205,761
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WIPFLI LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$166,051,016
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$68,542,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$68,417,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$56,036,502
Value of total assets at end of year	2021-12-31	$840,892,929
Value of total assets at beginning of year	2021-12-31	$743,383,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$124,339
Total interest from all sources	2021-12-31	$2,536,207
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$58,445,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$58,445,661
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$31,643,743
Participant contributions at end of year	2021-12-31	$6,195,176
Participant contributions at beginning of year	2021-12-31	$6,526,862
Participant contributions at end of year	2021-12-31	$476,207
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$4,074,704
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,688,131
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$9,033,213
Administrative expenses (other) incurred	2021-12-31	$124,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$97,508,972
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$840,892,929
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$743,383,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$718,576,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$622,826,103
Interest on participant loans	2021-12-31	$292,945
Interest earned on other investments	2021-12-31	$2,243,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$110,825,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$109,867,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$48,769,530
Net investment gain/loss from pooled separate accounts	2021-12-31	$263,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$15,359,546
Employer contributions (assets) at end of year	2021-12-31	$744,636
Employer contributions (assets) at beginning of year	2021-12-31	$474,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$68,417,705
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFLI LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$174,209,783
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$56,090,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$55,974,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$57,204,536
Value of total assets at end of year	2020-12-31	$743,383,957
Value of total assets at beginning of year	2020-12-31	$625,264,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$115,948
Total interest from all sources	2020-12-31	$2,991,522
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$31,174,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$31,174,163
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$32,989,499
Participant contributions at end of year	2020-12-31	$6,526,862
Participant contributions at beginning of year	2020-12-31	$7,509,383
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,688,131
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$3,206,914
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,917,766
Administrative expenses (other) incurred	2020-12-31	$115,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$118,119,287
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$743,383,957
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$625,264,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$622,826,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$516,416,274
Interest on participant loans	2020-12-31	$444,226
Interest earned on other investments	2020-12-31	$2,547,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$109,867,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$97,852,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$82,541,627
Net investment gain/loss from pooled separate accounts	2020-12-31	$297,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$16,297,271
Employer contributions (assets) at end of year	2020-12-31	$474,991
Employer contributions (assets) at beginning of year	2020-12-31	$279,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$55,974,548
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$170,707,710
Total income from all sources (including contributions)	2019-12-31	$170,707,710
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$37,648,426
Total of all expenses incurred	2019-12-31	$37,648,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$37,535,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$37,535,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$61,265,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$61,265,322
Value of total assets at end of year	2019-12-31	$625,264,670
Value of total assets at end of year	2019-12-31	$625,264,670
Value of total assets at beginning of year	2019-12-31	$492,205,386
Value of total assets at beginning of year	2019-12-31	$492,205,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$113,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$113,338
Total interest from all sources	2019-12-31	$3,147,585
Total interest from all sources	2019-12-31	$3,147,585
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$27,171,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$27,171,926
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$27,171,926
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$33,801,931
Participant contributions at end of year	2019-12-31	$7,509,383
Participant contributions at end of year	2019-12-31	$7,509,383
Participant contributions at beginning of year	2019-12-31	$5,902,831
Participant contributions at beginning of year	2019-12-31	$5,902,831
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,763,479
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,763,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$133,059,284
Value of net income/loss	2019-12-31	$133,059,284
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$625,264,670
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$492,205,386
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$492,205,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$518,207,652
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$518,207,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$392,371,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$392,371,422
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,415,536
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,415,536
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,219,678
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,219,678
Interest on participant loans	2019-12-31	$346,188
Interest on participant loans	2019-12-31	$346,188
Interest earned on other investments	2019-12-31	$2,801,397
Interest earned on other investments	2019-12-31	$2,801,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$97,852,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$97,852,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$88,620,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$88,620,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$78,808,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$78,808,455
Net investment gain/loss from pooled separate accounts	2019-12-31	$314,422
Net investment gain/loss from pooled separate accounts	2019-12-31	$314,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$16,699,912
Employer contributions (assets) at end of year	2019-12-31	$279,356
Employer contributions (assets) at end of year	2019-12-31	$279,356
Employer contributions (assets) at beginning of year	2019-12-31	$4,090,769
Employer contributions (assets) at beginning of year	2019-12-31	$4,090,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$37,535,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$37,535,088
Contract administrator fees	2019-12-31	$113,338
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
Accountancy firm EIN	2019-12-31	390758449
2018 : MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$40,458,552
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$30,702,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$30,586,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$58,821,807
Value of total assets at end of year	2018-12-31	$492,205,386
Value of total assets at beginning of year	2018-12-31	$482,449,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$116,194
Total interest from all sources	2018-12-31	$2,789,149
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$25,287,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$25,287,709
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$30,832,438
Participant contributions at end of year	2018-12-31	$5,902,831
Participant contributions at beginning of year	2018-12-31	$5,281,002
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$8,909,437
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$11,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$9,755,739
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$492,205,386
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$482,449,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$392,371,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$393,012,211
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,219,678
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,472,321
Interest on participant loans	2018-12-31	$275,112
Interest earned on other investments	2018-12-31	$2,514,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$88,620,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$78,619,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-46,353,781
Net investment gain/loss from pooled separate accounts	2018-12-31	$-86,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$19,079,932
Employer contributions (assets) at end of year	2018-12-31	$4,090,769
Employer contributions (assets) at beginning of year	2018-12-31	$4,052,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$30,586,619
Contract administrator fees	2018-12-31	$116,194
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$169,906,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$123,868,310
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$43,011,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$42,921,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$55,359,597
Value of total assets at end of year	2017-12-31	$482,449,647
Value of total assets at beginning of year	2017-12-31	$231,686,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$89,625
Total interest from all sources	2017-12-31	$2,314,469
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$15,704,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$15,704,061
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$28,209,116
Participant contributions at end of year	2017-12-31	$5,281,002
Participant contributions at beginning of year	2017-12-31	$2,402,751
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,369,484
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$11,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$80,857,011
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$482,449,647
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$231,686,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$393,012,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$166,148,804
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,472,321
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,238,158
Interest on participant loans	2017-12-31	$204,231
Interest earned on other investments	2017-12-31	$2,110,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$78,619,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$59,444,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$50,332,088
Net investment gain/loss from pooled separate accounts	2017-12-31	$158,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$19,780,997
Employer contributions (assets) at end of year	2017-12-31	$4,052,736
Employer contributions (assets) at beginning of year	2017-12-31	$2,452,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$42,921,674
Contract administrator fees	2017-12-31	$89,625
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI LLP
Accountancy firm EIN	2017-12-31	390758449

Form 5500 Responses for MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN

2023: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	101
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,201
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $3,201
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666420

Policy instance

Insurance contract or identification number	666420
Number of Individuals Covered	12392
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,518,089
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $1,518,089
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	112
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $3,862
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $3,862
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666420

Policy instance

Insurance contract or identification number	666420
Number of Individuals Covered	11905
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $241,029
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $241,029
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	127
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $3,568
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $3,568
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3

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

Policy contract number

450830/806623

Policy instance

Insurance contract or identification number	450830/806623
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666420

Policy instance

Insurance contract or identification number	666420
Number of Individuals Covered	11748
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $209,521
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $209,521
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	135
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,814
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $3,814
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666420

Policy instance

Insurance contract or identification number	666420
Number of Individuals Covered	11928
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $200,102
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $200,102
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3

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

Policy contract number

450830/806623

Policy instance

Insurance contract or identification number	450830/806623
Number of Individuals Covered	49
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	165
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,072
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $4,072
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3

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

Policy contract number

450830/806623

Policy instance

Insurance contract or identification number	450830/806623
Number of Individuals Covered	57
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666420

Policy instance

Insurance contract or identification number	666420
Number of Individuals Covered	11006
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,088,321
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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 $1,088,816
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3

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

Policy contract number

450830/806623

Policy instance

Insurance contract or identification number	450830/806623
Number of Individuals Covered	61
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,750
Are there contracts with allocated funds for individual policies?	0
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 $0
Amount paid for insurance broker fees	1750
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	FIDELITY INVESTMENTS TAX/EXEMPT SER

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666420

Policy instance

Insurance contract or identification number	666420
Number of Individuals Covered	9853
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,300,153
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Commission paid to Insurance Broker	USD $1,299,652
Insurance broker organization code?	3
Insurance broker name	AMERICAN PORTFOLIOS FINANCIAL SERVI

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE6520

Policy instance

Insurance contract or identification number	VE6520
Number of Individuals Covered	184
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,190
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Commission paid to Insurance Broker	USD $2,190
Insurance broker organization code?	3
Insurance broker name	REGULUS ADVISORS, LLC

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Company Name:	MERCY HEALTH CORPORATION
Employer identification number (EIN):	472158680
NAIC Classification:	622000
NAIC Description:	Hospitals