MERCY HEALTH PARTNERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MERCY HEALTH PARTNERS 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2013 : MERCY HEALTH PARTNERS 401(K) RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-12-31 | $4,177,567 |
Total of all expenses incurred | 2013-12-31 | $30,170,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $30,107,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $154,018 |
Value of total assets at end of year | 2013-12-31 | $0 |
Value of total assets at beginning of year | 2013-12-31 | $25,992,685 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $63,247 |
Total interest from all sources | 2013-12-31 | $3,592 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $163,814 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $163,814 |
Administrative expenses professional fees incurred | 2013-12-31 | $10,388 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $40 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $162,974 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,343 |
Administrative expenses (other) incurred | 2013-12-31 | $52,859 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-25,992,685 |
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 | $25,992,685 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,779,150 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,685,751 |
Interest on participant loans | 2013-12-31 | $3,271 |
Interest earned on other investments | 2013-12-31 | $321 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,363,467 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,765,950 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $90,193 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $153,978 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $30,107,005 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | COULTER & JUSTUS, P.C. |
Accountancy firm EIN | 2013-12-31 | 621532536 |
2012 : MERCY HEALTH PARTNERS 401(K) RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $4,027,029 |
Total of all expenses incurred | 2012-12-31 | $20,249,442 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $20,193,950 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $2,614 |
Value of total corrective distributions | 2012-12-31 | $11,413 |
Value of total assets at end of year | 2012-12-31 | $25,992,685 |
Value of total assets at beginning of year | 2012-12-31 | $42,215,098 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $41,465 |
Total interest from all sources | 2012-12-31 | $21,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $440,802 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $440,802 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $162,974 |
Participant contributions at beginning of year | 2012-12-31 | $1,009,760 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,343 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $8,429 |
Administrative expenses (other) incurred | 2012-12-31 | $41,465 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-16,222,413 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $25,992,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $42,215,098 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $21,779,150 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $34,669,105 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,685,751 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $3,954,983 |
Interest on participant loans | 2012-12-31 | $16,706 |
Interest earned on other investments | 2012-12-31 | $4,599 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,363,467 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $2,572,821 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,469,231 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $95,691 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $20,193,950 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | COULTER & JUSTUS, P.C. |
Accountancy firm EIN | 2012-12-31 | 621532536 |
2011 : MERCY HEALTH PARTNERS 401(K) RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $8,822,285 |
Total of all expenses incurred | 2011-12-31 | $57,601,503 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $57,524,225 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $10,719 |
Value of total corrective distributions | 2011-12-31 | $48,494 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $10,946,866 |
Value of total assets at end of year | 2011-12-31 | $42,215,098 |
Value of total assets at beginning of year | 2011-12-31 | $90,994,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $18,065 |
Total interest from all sources | 2011-12-31 | $133,753 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $807,202 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $807,202 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $5,235,575 |
Participant contributions at end of year | 2011-12-31 | $1,009,760 |
Participant contributions at beginning of year | 2011-12-31 | $2,780,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $215,986 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $8,429 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,581 |
Administrative expenses (other) incurred | 2011-12-31 | $18,065 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-48,779,218 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $42,215,098 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $90,994,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $34,669,105 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $77,253,286 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $3,954,983 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $6,908,221 |
Interest on participant loans | 2011-12-31 | $125,648 |
Interest earned on other investments | 2011-12-31 | $8,105 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $2,572,821 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $4,050,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-3,385,427 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $319,891 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $5,495,305 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $57,524,225 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | COULTER & JUSTUS, P.C. |
Accountancy firm EIN | 2011-12-31 | 621532536 |
2010 : MERCY HEALTH PARTNERS 401(K) RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $20,914,296 |
Total of all expenses incurred | 2010-12-31 | $5,003,148 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,857,020 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $41,566 |
Value of total corrective distributions | 2010-12-31 | $86,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $11,960,898 |
Value of total assets at end of year | 2010-12-31 | $90,994,316 |
Value of total assets at beginning of year | 2010-12-31 | $75,083,168 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $17,990 |
Total interest from all sources | 2010-12-31 | $150,898 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $962,973 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $962,973 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $6,266,277 |
Participant contributions at end of year | 2010-12-31 | $2,780,266 |
Participant contributions at beginning of year | 2010-12-31 | $2,415,721 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $310,457 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,581 |
Administrative expenses (other) incurred | 2010-12-31 | $17,990 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $15,911,148 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $90,994,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $75,083,168 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $77,253,286 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $62,501,806 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $6,908,221 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,491,953 |
Interest on participant loans | 2010-12-31 | $137,647 |
Interest earned on other investments | 2010-12-31 | $13,251 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $4,050,962 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $5,673,688 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $7,464,955 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $374,572 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,384,164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,857,020 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | COULTER & JUSTUS, P.C. |
Accountancy firm EIN | 2010-12-31 | 621532536 |
2009 : MERCY HEALTH PARTNERS 401(K) RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |