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MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameMISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN
Plan identification number 002

MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MISSION HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:MISSION HEALTH SYSTEM, INC.
Employer identification number (EIN):581450888
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01SHEILA MEADOWS
0022016-01-01SHEILA MEADOWS
0022015-01-01SUSAN HAYWORTH
0022014-01-01SUSAN HAYWORTH
0022013-01-01SUSAN HAYWORTH
0022012-01-01KATHY BUMGARNER
0022011-01-01DEBRA FOSS
0022009-01-01MARIA ROLOFF

Plan Statistics for MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

Measure Date Value
2019: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0115,104
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,820
Total number of active participants reported on line 7a of the Form 55002018-01-0111,969
Number of retired or separated participants receiving benefits2018-01-01152
Number of other retired or separated participants entitled to future benefits2018-01-012,946
Total of all active and inactive participants2018-01-0115,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0137
Total participants2018-01-0115,104
Number of participants with account balances2018-01-0113,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01433
2017: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114,386
Total number of active participants reported on line 7a of the Form 55002017-01-0112,253
Number of retired or separated participants receiving benefits2017-01-01137
Number of other retired or separated participants entitled to future benefits2017-01-012,405
Total of all active and inactive participants2017-01-0114,795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0125
Total participants2017-01-0114,820
Number of participants with account balances2017-01-0112,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01380
2016: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,054
Total number of active participants reported on line 7a of the Form 55002016-01-0112,227
Number of retired or separated participants receiving benefits2016-01-01117
Number of other retired or separated participants entitled to future benefits2016-01-012,009
Total of all active and inactive participants2016-01-0114,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0125
Total participants2016-01-0114,378
Number of participants with account balances2016-01-0111,677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01273
2015: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,317
Total number of active participants reported on line 7a of the Form 55002015-01-0111,162
Number of retired or separated participants receiving benefits2015-01-01109
Number of other retired or separated participants entitled to future benefits2015-01-011,763
Total of all active and inactive participants2015-01-0113,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0119
Total participants2015-01-0113,053
Number of participants with account balances2015-01-0110,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01194
2014: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,943
Total number of active participants reported on line 7a of the Form 55002014-01-017,847
Number of retired or separated participants receiving benefits2014-01-0199
Number of other retired or separated participants entitled to future benefits2014-01-011,360
Total of all active and inactive participants2014-01-019,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-019,319
Number of participants with account balances2014-01-017,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01120
2013: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,734
Total number of active participants reported on line 7a of the Form 55002013-01-017,581
Number of retired or separated participants receiving benefits2013-01-0198
Number of other retired or separated participants entitled to future benefits2013-01-011,248
Total of all active and inactive participants2013-01-018,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-018,941
Number of participants with account balances2013-01-016,480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0142
2012: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,737
Total number of active participants reported on line 7a of the Form 55002012-01-017,487
Number of retired or separated participants receiving benefits2012-01-0166
Number of other retired or separated participants entitled to future benefits2012-01-011,153
Total of all active and inactive participants2012-01-018,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-018,720
Number of participants with account balances2012-01-015,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0179
2011: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,729
Total number of active participants reported on line 7a of the Form 55002011-01-016,299
Number of retired or separated participants receiving benefits2011-01-0152
Number of other retired or separated participants entitled to future benefits2011-01-011,370
Total of all active and inactive participants2011-01-017,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0111
Total participants2011-01-017,732
Number of participants with account balances2011-01-015,689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0197
2009: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,116
Total number of active participants reported on line 7a of the Form 55002009-01-016,233
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-011,323
Total of all active and inactive participants2009-01-017,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-017,567
Number of participants with account balances2009-01-015,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

Measure Date Value
2019 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-10-31$73,638,006
Total of all expenses incurred2019-10-31$743,442,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$742,724,423
Expenses. Certain deemed distributions of participant loans2019-10-31$330,129
Value of total corrective distributions2019-10-31$3,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$5,178,220
Value of total assets at end of year2019-10-31$0
Value of total assets at beginning of year2019-10-31$669,804,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$384,496
Total interest from all sources2019-10-31$217,849
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$1,277,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$1,277,441
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$5,000,000
If this is an individual account plan, was there a blackout period2019-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$3,348,989
Participant contributions at end of year2019-10-31$0
Participant contributions at beginning of year2019-10-31$8,595,831
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$126,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-10-31$79,601
Administrative expenses (other) incurred2019-10-31$301,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$-669,804,927
Value of net assets at end of year (total assets less liabilities)2019-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$669,804,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Investment advisory and management fees2019-10-31$82,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$544,378,852
Value of interest in pooled separate accounts at end of year2019-10-31$0
Value of interest in pooled separate accounts at beginning of year2019-10-31$109,787,958
Interest on participant loans2019-10-31$136,774
Interest earned on other investments2019-10-31$81,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-10-31$6,962,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$65,165,236
Net investment gain/loss from pooled separate accounts2019-10-31$1,799,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$1,702,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$742,724,423
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-31No
Did the plan have assets held for investment2019-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31GRANT THORNTON
Accountancy firm EIN2019-10-31366055558
2018 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$24,558
Total income from all sources (including contributions)2018-12-31$32,411,983
Total of all expenses incurred2018-12-31$72,443,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$70,882,338
Expenses. Certain deemed distributions of participant loans2018-12-31$823,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$65,340,293
Value of total assets at end of year2018-12-31$669,804,927
Value of total assets at beginning of year2018-12-31$709,812,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$738,107
Total interest from all sources2018-12-31$-837,326
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,204,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$11,204,464
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$42,567,623
Participant contributions at end of year2018-12-31$8,595,831
Participant contributions at beginning of year2018-12-31$8,536,442
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,657,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$79,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$67,199
Administrative expenses (other) incurred2018-12-31$661,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-40,031,974
Value of net assets at end of year (total assets less liabilities)2018-12-31$669,804,927
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$709,812,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$77,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$544,378,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$579,656,022
Value of interest in pooled separate accounts at end of year2018-12-31$109,787,958
Value of interest in pooled separate accounts at beginning of year2018-12-31$112,318,962
Interest on participant loans2018-12-31$439,836
Interest earned on other investments2018-12-31$-1,277,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,962,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,233,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-44,179,412
Net investment gain/loss from pooled separate accounts2018-12-31$883,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$17,114,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$70,882,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON
Accountancy firm EIN2018-12-31366055558
2017 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$161,237,534
Total of all expenses incurred2017-12-31$49,861,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$48,361,671
Expenses. Certain deemed distributions of participant loans2017-12-31$723,278
Value of total corrective distributions2017-12-31$8,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$67,611,875
Value of total assets at end of year2017-12-31$709,812,343
Value of total assets at beginning of year2017-12-31$598,435,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$767,467
Total interest from all sources2017-12-31$-915,463
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,769,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,769,546
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$40,744,775
Participant contributions at end of year2017-12-31$8,536,442
Participant contributions at beginning of year2017-12-31$8,397,126
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,345,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$67,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$55,985
Administrative expenses (other) incurred2017-12-31$738,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$111,376,464
Value of net assets at end of year (total assets less liabilities)2017-12-31$709,812,343
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$598,435,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$29,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$579,656,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$463,300,650
Value of interest in pooled separate accounts at end of year2017-12-31$112,318,962
Value of interest in pooled separate accounts at beginning of year2017-12-31$115,221,746
Interest on participant loans2017-12-31$408,320
Interest earned on other investments2017-12-31$-1,323,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,233,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,460,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$81,868,495
Net investment gain/loss from pooled separate accounts2017-12-31$2,903,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$16,521,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$48,361,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON
Accountancy firm EIN2017-12-31366055558
2016 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$7,200,224
Total income from all sources (including contributions)2016-12-31$96,065,931
Total of all expenses incurred2016-12-31$48,318,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,642,944
Expenses. Certain deemed distributions of participant loans2016-12-31$875,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$62,807,781
Value of total assets at end of year2016-12-31$598,435,879
Value of total assets at beginning of year2016-12-31$543,487,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$799,385
Total interest from all sources2016-12-31$-1,207,799
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,786,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,786,628
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$36,380,196
Participant contributions at end of year2016-12-31$8,397,126
Participant contributions at beginning of year2016-12-31$8,032,042
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,830,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$55,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$50,475
Administrative expenses (other) incurred2016-12-31$616,045
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$47,747,858
Value of net assets at end of year (total assets less liabilities)2016-12-31$598,435,879
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$543,487,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$183,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$463,300,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$413,041,354
Value of interest in pooled separate accounts at end of year2016-12-31$115,221,746
Value of interest in pooled separate accounts at beginning of year2016-12-31$110,311,957
Interest on participant loans2016-12-31$383,310
Interest earned on other investments2016-12-31$-1,591,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,460,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,051,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$24,648,792
Net investment gain/loss from pooled separate accounts2016-12-31$2,030,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$15,596,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,642,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON
Accountancy firm EIN2016-12-31366055558
2015 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$83,274,674
Total income from all sources (including contributions)2015-12-31$61,636,445
Total of all expenses incurred2015-12-31$50,717,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$49,102,083
Expenses. Certain deemed distributions of participant loans2015-12-31$831,651
Value of total corrective distributions2015-12-31$131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$55,429,820
Value of total assets at end of year2015-12-31$543,487,797
Value of total assets at beginning of year2015-12-31$449,294,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$783,773
Total interest from all sources2015-12-31$896,218
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,220,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,220,497
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$32,862,649
Participant contributions at end of year2015-12-31$8,032,042
Participant contributions at beginning of year2015-12-31$6,744,935
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,496,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$50,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$42,583
Administrative expenses (other) incurred2015-12-31$605,773
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$32,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$10,918,807
Value of net assets at end of year (total assets less liabilities)2015-12-31$543,487,797
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$449,294,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$178,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$413,041,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$340,923,118
Value of interest in pooled separate accounts at end of year2015-12-31$110,311,957
Value of interest in pooled separate accounts at beginning of year2015-12-31$101,350,027
Interest on participant loans2015-12-31$378,073
Interest earned on other investments2015-12-31$518,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,051,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$200,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,269,918
Net investment gain/loss from pooled separate accounts2015-12-31$1,359,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,070,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$49,102,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON
Accountancy firm EIN2015-12-31366055558
2014 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$63,545,692
Total of all expenses incurred2014-12-31$39,921,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$38,754,460
Expenses. Certain deemed distributions of participant loans2014-12-31$703,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$39,915,602
Value of total assets at end of year2014-12-31$449,294,316
Value of total assets at beginning of year2014-12-31$425,669,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$463,378
Total interest from all sources2014-12-31$288,613
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,961,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,961,348
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$23,090,150
Participant contributions at end of year2014-12-31$6,744,935
Participant contributions at beginning of year2014-12-31$6,785,578
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,470,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$42,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$45,113
Administrative expenses (other) incurred2014-12-31$463,378
Total non interest bearing cash at end of year2014-12-31$32,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$23,624,437
Value of net assets at end of year (total assets less liabilities)2014-12-31$449,294,316
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$425,669,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$340,923,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$311,215,816
Value of interest in pooled separate accounts at end of year2014-12-31$101,350,027
Value of interest in pooled separate accounts at beginning of year2014-12-31$107,504,620
Interest on participant loans2014-12-31$286,989
Interest earned on other investments2014-12-31$1,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$200,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$118,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,978,728
Net investment gain/loss from pooled separate accounts2014-12-31$1,401,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$13,355,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$38,754,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON
Accountancy firm EIN2014-12-31366055558
2013 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$105,382,158
Total of all expenses incurred2013-12-31$28,240,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,125,118
Expenses. Certain deemed distributions of participant loans2013-12-31$711,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$40,100,954
Value of total assets at end of year2013-12-31$425,669,879
Value of total assets at beginning of year2013-12-31$348,528,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$404,437
Total interest from all sources2013-12-31$386,553
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,886,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,886,389
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$21,322,758
Participant contributions at end of year2013-12-31$6,785,578
Participant contributions at beginning of year2013-12-31$6,898,544
Participant contributions at beginning of year2013-12-31$107
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,835,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$45,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$45,015
Administrative expenses (other) incurred2013-12-31$390,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$77,141,467
Value of net assets at end of year (total assets less liabilities)2013-12-31$425,669,879
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$348,528,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$311,215,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$234,932,565
Value of interest in pooled separate accounts at end of year2013-12-31$107,504,620
Value of interest in pooled separate accounts at beginning of year2013-12-31$106,588,321
Interest on participant loans2013-12-31$385,410
Interest earned on other investments2013-12-31$1,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$118,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$63,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$58,501,046
Net investment gain/loss from pooled separate accounts2013-12-31$1,507,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,942,646
Employer contributions (assets) at beginning of year2013-12-31$328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,125,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON
Accountancy firm EIN2013-12-31366055558
2012 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$4,956
Total income from all sources (including contributions)2012-12-31$64,607,874
Total of all expenses incurred2012-12-31$24,164,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,910,740
Expenses. Certain deemed distributions of participant loans2012-12-31$859,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$34,706,509
Value of total assets at end of year2012-12-31$348,528,412
Value of total assets at beginning of year2012-12-31$308,079,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$393,842
Total interest from all sources2012-12-31$326,861
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,366,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,366,678
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,918,591
Participant contributions at end of year2012-12-31$6,898,544
Participant contributions at beginning of year2012-12-31$7,153,624
Participant contributions at end of year2012-12-31$107
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,065,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$45,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$50,811
Administrative expenses (other) incurred2012-12-31$393,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$40,443,773
Value of net assets at end of year (total assets less liabilities)2012-12-31$348,528,412
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$308,079,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$234,932,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$194,845,880
Value of interest in pooled separate accounts at end of year2012-12-31$106,588,321
Value of interest in pooled separate accounts at beginning of year2012-12-31$105,979,654
Interest on participant loans2012-12-31$326,595
Interest earned on other investments2012-12-31$266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$63,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$49,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,558,081
Net investment gain/loss from pooled separate accounts2012-12-31$1,649,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,722,166
Employer contributions (assets) at end of year2012-12-31$328
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,910,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON
Accountancy firm EIN2012-12-31366055558
2011 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$27,476,411
Total of all expenses incurred2011-12-31$19,289,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$18,151,199
Expenses. Certain deemed distributions of participant loans2011-12-31$1,044,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$32,123,696
Value of total assets at end of year2011-12-31$308,079,683
Value of total assets at beginning of year2011-12-31$299,892,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$94,039
Total interest from all sources2011-12-31$371,810
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,446,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,446,850
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,652,143
Participant contributions at end of year2011-12-31$7,153,624
Participant contributions at beginning of year2011-12-31$7,774,035
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,547,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$50,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$40,494
Administrative expenses (other) incurred2011-12-31$94,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,186,852
Value of net assets at end of year (total assets less liabilities)2011-12-31$308,079,683
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$299,892,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$194,845,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$189,665,516
Value of interest in pooled separate accounts at end of year2011-12-31$105,979,654
Value of interest in pooled separate accounts at beginning of year2011-12-31$102,267,702
Interest on participant loans2011-12-31$371,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$49,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$145,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,303,942
Net investment gain/loss from pooled separate accounts2011-12-31$1,837,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,924,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,151,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON
Accountancy firm EIN2011-12-31366055558
2010 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$43,285
Total income from all sources (including contributions)2010-12-31$59,743,776
Total of all expenses incurred2010-12-31$15,284,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,057,952
Expenses. Certain deemed distributions of participant loans2010-12-31$1,194,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$33,837,007
Value of total assets at end of year2010-12-31$299,892,831
Value of total assets at beginning of year2010-12-31$255,389,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,678
Total interest from all sources2010-12-31$470,050
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,934,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,934,402
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$15,807,883
Participant contributions at end of year2010-12-31$7,774,035
Participant contributions at beginning of year2010-12-31$7,396,519
Participant contributions at beginning of year2010-12-31$460,166
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,059,451
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$40,494
Administrative expenses (other) incurred2010-12-31$31,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$44,459,734
Value of net assets at end of year (total assets less liabilities)2010-12-31$299,892,831
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$255,389,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$189,665,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$148,262,256
Value of interest in pooled separate accounts at end of year2010-12-31$102,267,702
Value of interest in pooled separate accounts at beginning of year2010-12-31$98,914,918
Interest on participant loans2010-12-31$470,024
Interest earned on other investments2010-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$145,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$32,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$19,066,592
Net investment gain/loss from pooled separate accounts2010-12-31$3,435,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,969,673
Employer contributions (assets) at beginning of year2010-12-31$323,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,057,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON
Accountancy firm EIN2010-12-31582296052
2009 : MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

2019: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MISSION HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45036
Policy instance 4
Insurance contract or identification number45036
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $546
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $465
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069337
Policy instance 1
Insurance contract or identification numberTT069337
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-10-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43758
Policy instance 2
Insurance contract or identification number43758
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-10-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47641
Policy instance 3
Insurance contract or identification number47641
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $495
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $354
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6440
Policy instance 5
Insurance contract or identification numberVF6440
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-04-01
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45036
Policy instance 4
Insurance contract or identification number45036
Number of Individuals Covered156
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,050
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $883
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069337
Policy instance 1
Insurance contract or identification numberTT069337
Number of Individuals Covered13138
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43758
Policy instance 2
Insurance contract or identification number43758
Number of Individuals Covered13138
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47641
Policy instance 3
Insurance contract or identification number47641
Number of Individuals Covered175
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $872
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $616
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6440
Policy instance 5
Insurance contract or identification numberVF6440
Number of Individuals Covered230
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,690
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,638
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6440
Policy instance 5
Insurance contract or identification numberVF6440
Number of Individuals Covered247
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,853
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,783
Insurance broker organization code?3
Insurance broker nameJOE FRIEND
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45036
Policy instance 4
Insurance contract or identification number45036
Number of Individuals Covered167
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,212
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $985
Insurance broker organization code?3
Insurance broker nameADAM M FRIEDMAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47641
Policy instance 3
Insurance contract or identification number47641
Number of Individuals Covered179
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $953
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $631
Insurance broker organization code?3
Insurance broker nameDAVID R HELGESON
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43758
Policy instance 2
Insurance contract or identification number43758
Number of Individuals Covered12621
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069337
Policy instance 1
Insurance contract or identification numberTT069337
Number of Individuals Covered12621
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069337
Policy instance 1
Insurance contract or identification numberTT069337
Number of Individuals Covered10367
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43758
Policy instance 2
Insurance contract or identification number43758
Number of Individuals Covered10367
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47641
Policy instance 3
Insurance contract or identification number47641
Number of Individuals Covered193
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $889
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $561
Insurance broker organization code?3
Insurance broker nameDAVID R HELGESON
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45036
Policy instance 4
Insurance contract or identification number45036
Number of Individuals Covered192
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,264
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,065
Insurance broker organization code?3
Insurance broker nameDANIEL E JOBE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number07325
Policy instance 5
Insurance contract or identification number07325
Number of Individuals Covered10367
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069337
Policy instance 1
Insurance contract or identification numberTT069337
Number of Individuals Covered7207
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069337
Policy instance 1
Insurance contract or identification numberTT069337
Number of Individuals Covered8941
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069337
Policy instance 1
Insurance contract or identification numberTT069337
Number of Individuals Covered5675
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069337
Policy instance 1
Insurance contract or identification numberTT069337
Number of Individuals Covered5689
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069337
Policy instance 1
Insurance contract or identification numberTT069337
Number of Individuals Covered5552
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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