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JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 401k Plan overview

Plan NameJEWISH HOSPITAL & ST MARYS HEALTHCARE INC
Plan identification number 004

JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JEWISH HOSPITAL & ST. MARY'S HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEWISH HOSPITAL & ST. MARY'S HEALTHCARE, INC.
Employer identification number (EIN):611029768
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH HOSPITAL & ST MARYS HEALTHCARE INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042013-01-01TROY LINDON TROY LINDON2014-10-08
0042012-01-01JULIE MCGREGOR
0042011-01-01JULIE MCGREGOR
0042009-01-01LISA TWOHEY
0042009-01-01 LISA TWOHEY2010-10-14

Plan Statistics for JEWISH HOSPITAL & ST MARYS HEALTHCARE INC

401k plan membership statisitcs for JEWISH HOSPITAL & ST MARYS HEALTHCARE INC

Measure Date Value
2013: JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 2013 401k membership
Total participants, beginning-of-year2013-01-018,330
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 2012 401k membership
Total participants, beginning-of-year2012-01-019,369
Total number of active participants reported on line 7a of the Form 55002012-01-017,135
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-011,176
Total of all active and inactive participants2012-01-018,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-018,330
Number of participants with account balances2012-01-017,969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01556
2011: JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 2011 401k membership
Total participants, beginning-of-year2011-01-018,611
Total number of active participants reported on line 7a of the Form 55002011-01-017,218
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-012,125
Total of all active and inactive participants2011-01-019,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0111
Total participants2011-01-019,359
Number of participants with account balances2011-01-018,806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01557
2009: JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 2009 401k membership
Total participants, beginning-of-year2009-01-013,774
Total number of active participants reported on line 7a of the Form 55002009-01-017,934
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01751
Total of all active and inactive participants2009-01-018,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-018,693
Number of participants with account balances2009-01-015,441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JEWISH HOSPITAL & ST MARYS HEALTHCARE INC

Measure Date Value
2013 : JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$524,137
Total transfer of assets from this plan2013-12-31$187,094,264
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$61,788,811
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$17,876,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,727,745
Value of total corrective distributions2013-12-31$293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$34,584,464
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$142,657,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$148,445
Total interest from all sources2013-12-31$2,693
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,862,902
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$4,862,902
Administrative expenses professional fees incurred2013-12-31$16,890
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$16,158,931
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$509,391
Administrative expenses (other) incurred2013-12-31$131,555
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$142,657,799
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$43,912,328
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$142,657,799
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$22,338,752
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$17,916,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,727,745
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 PBGC2013-12-31Yes
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 name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 2012 401k financial data
Total transfer of assets to this plan2012-12-31$184,992
Total income from all sources (including contributions)2012-12-31$48,806,926
Total of all expenses incurred2012-12-31$14,644,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,625,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$34,825,133
Value of total assets at end of year2012-12-31$142,657,799
Value of total assets at beginning of year2012-12-31$108,310,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,063
Total interest from all sources2012-12-31$1,316
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,837,714
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$1,837,714
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$16,551,346
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$504,403
Administrative expenses (other) incurred2012-12-31$19,063
Total non interest bearing cash at end of year2012-12-31$142,657,799
Total non interest bearing cash at beginning of year2012-12-31$64,949
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$34,162,016
Value of net assets at end of year (total assets less liabilities)2012-12-31$142,657,799
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$108,310,791
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 beginning of year2012-12-31$91,313,022
Value of interest in pooled separate accounts at beginning of year2012-12-31$16,684,871
Interest earned on other investments2012-12-31$1,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$247,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,133,572
Net investment gain/loss from pooled separate accounts2012-12-31$9,191
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$17,769,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,625,847
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 investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 2011 401k financial data
Total transfer of assets to this plan2011-12-31$109,108
Total income from all sources (including contributions)2011-12-31$32,459,326
Total of all expenses incurred2011-12-31$6,198,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,196,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$32,725,382
Value of total assets at end of year2011-12-31$108,310,791
Value of total assets at beginning of year2011-12-31$81,940,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,890
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,521,735
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$1,521,735
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$15,202,122
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$565,930
Administrative expenses (other) incurred2011-12-31$1,890
Total non interest bearing cash at end of year2011-12-31$64,949
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$26,261,025
Value of net assets at end of year (total assets less liabilities)2011-12-31$108,310,791
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$81,940,658
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$91,313,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$75,155,597
Value of interest in pooled separate accounts at end of year2011-12-31$16,684,871
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,379,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$247,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$405,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,352,003
Net investment gain/loss from pooled separate accounts2011-12-31$564,212
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$16,957,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,196,411
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 2010 401k financial data
Total transfer of assets to this plan2010-12-31$387,424
Total income from all sources (including contributions)2010-12-31$33,349,083
Total of all expenses incurred2010-12-31$6,465,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,463,292
Value of total corrective distributions2010-12-31$1,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,203,163
Value of total assets at end of year2010-12-31$81,940,658
Value of total assets at beginning of year2010-12-31$54,669,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2
Total interest from all sources2010-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,162,806
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$1,162,806
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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$13,988,090
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$667,022
Administrative expenses (other) incurred2010-12-31$2
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$26,883,974
Value of net assets at end of year (total assets less liabilities)2010-12-31$81,940,658
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$54,669,260
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$75,155,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$50,256,106
Value of interest in pooled separate accounts at end of year2010-12-31$6,379,287
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,413,151
Interest earned on other investments2010-12-31$23
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$405,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,805,213
Net investment gain/loss from pooled separate accounts2010-12-31$177,878
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$9,548,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,463,292
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 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 JEWISH HOSPITAL & ST MARYS HEALTHCARE INC

2013: JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 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: JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 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: JEWISH HOSPITAL & ST MARYS HEALTHCARE INC 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

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