401k Plan data: MCLEOD HEALTH 403(B) PLAN plan

MCLEOD HEALTH 403(B) PLAN 401k Plan overview

Plan Name	MCLEOD HEALTH 403(B) PLAN
Plan identification number	003

MCLEOD HEALTH 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: MCLEOD HEALTH

Employer identification number (EIN): 510473500

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCLEOD HEALTH 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 TIMOTHY HESS
003 2013-01-01 TIMOTHY HESS
003 2012-01-01 TIMOTHY D HESS TIMOTHY D HESS 2013-10-14
003 2011-01-01 TIMOTHY D HESS
003 2010-01-01 TIMOTHY HESS
003 2009-01-01 JEANNETTE GLENN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2014-01-01	TIMOTHY HESS
003	2013-01-01	TIMOTHY HESS
003	2012-01-01	TIMOTHY D HESS	TIMOTHY D HESS	2013-10-14
003	2011-01-01	TIMOTHY D HESS
003	2010-01-01	TIMOTHY HESS
003	2009-01-01	JEANNETTE GLENN

Plan Statistics for MCLEOD HEALTH 403(B) PLAN

401k plan membership statisitcs for MCLEOD HEALTH 403(B) PLAN

Measure Date Value
2014: MCLEOD HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6,367
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MCLEOD HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6,452
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6,311
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 56
Total of all active and inactive participants 2013-01-01 6,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6,367
Number of participants with account balances 2013-01-01 452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MCLEOD HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6,128
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6,409
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 40
Total of all active and inactive participants 2012-01-01 6,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6,449
Number of participants with account balances 2012-01-01 450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MCLEOD HEALTH 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5,100
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6,074
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 53
Total of all active and inactive participants 2011-01-01 6,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 6,128
Number of participants with account balances 2011-01-01 408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MCLEOD HEALTH 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4,319
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5,047
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 53
Total of all active and inactive participants 2010-01-01 5,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5,100
Number of participants with account balances 2010-01-01 382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MCLEOD HEALTH 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4,391
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4,233
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 78
Total of all active and inactive participants 2009-01-01 4,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 8
Total participants 2009-01-01 4,319
Number of participants with account balances 2009-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: MCLEOD HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6,367
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MCLEOD HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6,452
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6,311
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	56
Total of all active and inactive participants	2013-01-01	6,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6,367
Number of participants with account balances	2013-01-01	452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MCLEOD HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6,128
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6,409
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	40
Total of all active and inactive participants	2012-01-01	6,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6,449
Number of participants with account balances	2012-01-01	450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MCLEOD HEALTH 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5,100
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6,074
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	53
Total of all active and inactive participants	2011-01-01	6,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	6,128
Number of participants with account balances	2011-01-01	408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MCLEOD HEALTH 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4,319
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5,047
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	53
Total of all active and inactive participants	2010-01-01	5,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5,100
Number of participants with account balances	2010-01-01	382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MCLEOD HEALTH 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4,391
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4,233
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	78
Total of all active and inactive participants	2009-01-01	4,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	8
Total participants	2009-01-01	4,319
Number of participants with account balances	2009-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MCLEOD HEALTH 403(B) PLAN

Measure	Date	Value
2014 : MCLEOD HEALTH 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$668,427
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$13,627,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$13,554,603
Value of total corrective distributions	2014-12-31	$31,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,981
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$12,958,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$41,253
Total interest from all sources	2014-12-31	$17,332
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$54,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$54,628
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$4,981
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$15,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-12,958,895
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,958,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$24,877
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,727,187
Interest on participant loans	2014-12-31	$431
Interest earned on other investments	2014-12-31	$16,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$109,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$109,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,106,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$591,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$13,554,603
Contract administrator fees	2014-12-31	$16,376
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GREERWALKER LLP
Accountancy firm EIN	2014-12-31	561434747
2013 : MCLEOD HEALTH 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,982,004
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$640,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$570,151
Expenses. Certain deemed distributions of participant loans	2013-12-31	$3,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,742,155
Value of total assets at end of year	2013-12-31	$12,958,895
Value of total assets at beginning of year	2013-12-31	$9,617,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$67,252
Total interest from all sources	2013-12-31	$18,435
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$397,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$397,929
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,724,493
Participant contributions at end of year	2013-12-31	$15,118
Participant contributions at beginning of year	2013-12-31	$31,994
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$17,662
Other income not declared elsewhere	2013-12-31	$4,670
Administrative expenses (other) incurred	2013-12-31	$16,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,341,224
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,958,895
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,617,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$8,995
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,727,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,546,037
Interest on participant loans	2013-12-31	$906
Interest earned on other investments	2013-12-31	$17,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$109,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,106,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,039,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,818,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$570,151
Contract administrator fees	2013-12-31	$41,725
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GREERWALKER, LLP
Accountancy firm EIN	2013-12-31	561434747
2012 : MCLEOD HEALTH 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$27,402
Total income from all sources (including contributions)	2012-12-31	$3,292,072
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$780,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$746,792
Expenses. Certain deemed distributions of participant loans	2012-12-31	$1,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,204,419
Value of total assets at end of year	2012-12-31	$9,617,671
Value of total assets at beginning of year	2012-12-31	$7,133,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$32,105
Total interest from all sources	2012-12-31	$22,303
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$241,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$241,467
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,615,378
Participant contributions at end of year	2012-12-31	$31,994
Participant contributions at beginning of year	2012-12-31	$54,518
Participant contributions at beginning of year	2012-12-31	$22,480
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$589,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$5,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$27,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,511,906
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,617,671
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,105,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$5,100
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,546,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,057,872
Interest on participant loans	2012-12-31	$1,963
Interest earned on other investments	2012-12-31	$19,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$36,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$36,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,039,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$956,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$823,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$746,792
Contract administrator fees	2012-12-31	$27,005
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GREERWALKER, LLP
Accountancy firm EIN	2012-12-31	561434747
2011 : MCLEOD HEALTH 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$27,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$5,094
Total income from all sources (including contributions)	2011-12-31	$1,244,599
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$405,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$393,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,369,076
Value of total assets at end of year	2011-12-31	$7,133,167
Value of total assets at beginning of year	2011-12-31	$6,271,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,247
Total interest from all sources	2011-12-31	$27,035
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$156,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$156,528
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,288,695
Participant contributions at end of year	2011-12-31	$54,518
Participant contributions at beginning of year	2011-12-31	$56,450
Participant contributions at end of year	2011-12-31	$22,480
Participant contributions at beginning of year	2011-12-31	$22,478
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$80,381
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$5,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$5,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$27,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$5,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$839,481
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,105,765
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,266,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,057,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,378,047
Interest on participant loans	2011-12-31	$2,824
Interest earned on other investments	2011-12-31	$24,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$36,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$43,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$43,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$956,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$765,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-308,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$393,871
Contract administrator fees	2011-12-31	$11,247
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GREER & WALKER, LLP
Accountancy firm EIN	2011-12-31	561434747
2010 : MCLEOD HEALTH 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$5,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$26,560
Total income from all sources (including contributions)	2010-12-31	$1,884,406
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$260,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$251,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,239,587
Value of total assets at end of year	2010-12-31	$6,271,378
Value of total assets at beginning of year	2010-12-31	$4,668,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,836
Total interest from all sources	2010-12-31	$25,694
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$123,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$123,227
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,155,843
Participant contributions at end of year	2010-12-31	$56,450
Participant contributions at beginning of year	2010-12-31	$31,993
Participant contributions at end of year	2010-12-31	$22,478
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$79,629
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$5,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$4,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$5,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$26,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,624,302
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,266,284
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,641,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,378,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,049,100
Interest on participant loans	2010-12-31	$2,344
Interest earned on other investments	2010-12-31	$23,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$43,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$26,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$26,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$765,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$556,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$495,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$4,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$251,268
Contract administrator fees	2010-12-31	$8,836
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GREER & WALKER, LLP
Accountancy firm EIN	2010-12-31	561434747
2009 : MCLEOD HEALTH 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MCLEOD HEALTH 403(B) PLAN

2014: MCLEOD HEALTH 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MCLEOD HEALTH 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MCLEOD HEALTH 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MCLEOD HEALTH 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MCLEOD HEALTH 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MCLEOD HEALTH 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892674-007

Policy instance

Insurance contract or identification number	892674-007
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892674-007

Policy instance

Insurance contract or identification number	892674-007
Number of Individuals Covered	119
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892674-007

Policy instance

Insurance contract or identification number	892674-007
Number of Individuals Covered	77
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892674-007

Policy instance

Insurance contract or identification number	892674-007
Number of Individuals Covered	159
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892674-007

Policy instance

Insurance contract or identification number	892674-007
Number of Individuals Covered	60
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MCLEOD HEALTH
Employer identification number (EIN):	510473500
NAIC Classification:	622000
NAIC Description:	Hospitals