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 403(B) RETIREMENT PLAN
Measure | Date | Value |
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2014 : MERCY HEALTH PARTNERS 403(B) RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-30 | $19,172 |
Expenses. Total of all expenses incurred | 2014-12-30 | $53,665 |
Benefits paid (including direct rollovers) | 2014-12-30 | $53,615 |
Total plan assets at end of year | 2014-12-30 | $0 |
Total plan assets at beginning of year | 2014-12-30 | $34,493 |
Value of fidelity bond covering the plan | 2014-12-30 | $5,000,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-30 | $50 |
Other income received | 2014-12-30 | $19,172 |
Net income (gross income less expenses) | 2014-12-30 | $-34,493 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-30 | $34,493 |
Assets. Value of participant loans | 2014-12-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-30 | $0 |
2013 : MERCY HEALTH PARTNERS 403(B) RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-12-31 | $2,709,561 |
Total of all expenses incurred | 2013-12-31 | $21,435,061 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $21,366,667 |
Value of total assets at end of year | 2013-12-31 | $34,493 |
Value of total assets at beginning of year | 2013-12-31 | $18,759,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $68,394 |
Total interest from all sources | 2013-12-31 | $23,667 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $142,505 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $142,505 |
Administrative expenses professional fees incurred | 2013-12-31 | $28,929 |
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 |
Participant contributions at end of year | 2013-12-31 | $9,139 |
Participant contributions at beginning of year | 2013-12-31 | $133,002 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,849 |
Administrative expenses (other) incurred | 2013-12-31 | $39,465 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-18,725,500 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $34,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,759,993 |
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 beginning of year | 2013-12-31 | $16,218,665 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,047,024 |
Interest on participant loans | 2013-12-31 | $20,559 |
Interest earned on other investments | 2013-12-31 | $3,108 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $25,354 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $359,453 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,517,776 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $25,613 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $21,366,667 |
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 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | COULTER & JUSTUS, P.C. |
Accountancy firm EIN | 2013-12-31 | 621532536 |
2012 : MERCY HEALTH PARTNERS 403(B) RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $2,529,818 |
Total of all expenses incurred | 2012-12-31 | $9,832,545 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,797,454 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $12,133 |
Value of total assets at end of year | 2012-12-31 | $18,759,993 |
Value of total assets at beginning of year | 2012-12-31 | $26,062,720 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $22,958 |
Total interest from all sources | 2012-12-31 | $35,842 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $360,072 |
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 | $360,072 |
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 | $133,002 |
Participant contributions at beginning of year | 2012-12-31 | $291,596 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,849 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,266 |
Other income not declared elsewhere | 2012-12-31 | $6,852 |
Administrative expenses (other) incurred | 2012-12-31 | $22,958 |
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 | $-7,302,727 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $18,759,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $26,062,720 |
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 | $16,218,665 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $22,690,610 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,047,024 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,275,562 |
Interest on participant loans | 2012-12-31 | $29,252 |
Interest earned on other investments | 2012-12-31 | $6,590 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $359,453 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $802,686 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,094,076 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $32,976 |
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 | $9,797,454 |
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 403(B) RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $-68,899 |
Total of all expenses incurred | 2011-12-31 | $25,849,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $25,753,653 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $65,859 |
Value of total corrective distributions | 2011-12-31 | $2,266 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $601,296 |
Value of total assets at end of year | 2011-12-31 | $26,062,720 |
Value of total assets at beginning of year | 2011-12-31 | $51,981,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $27,968 |
Total interest from all sources | 2011-12-31 | $64,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $606,194 |
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 | $606,194 |
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 | $564,035 |
Participant contributions at end of year | 2011-12-31 | $291,596 |
Participant contributions at beginning of year | 2011-12-31 | $580,225 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,266 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $4,501 |
Administrative expenses (other) incurred | 2011-12-31 | $27,968 |
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 | $-25,918,645 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $26,062,720 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $51,981,365 |
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 | $22,690,610 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $45,278,360 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,275,562 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $4,797,258 |
Interest on participant loans | 2011-12-31 | $35,968 |
Interest earned on other investments | 2011-12-31 | $28,095 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $802,686 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,321,021 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,419,937 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $79,485 |
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 | $37,261 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $25,753,653 |
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 403(B) RETIREMENT PLAN 2010 401k financial data |
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Total transfer of assets to this plan | 2010-12-31 | $18,360 |
Total income from all sources (including contributions) | 2010-12-31 | $5,775,366 |
Total of all expenses incurred | 2010-12-31 | $5,070,941 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,299,268 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $767,569 |
Value of total corrective distributions | 2010-12-31 | $3,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $502,253 |
Value of total assets at end of year | 2010-12-31 | $51,981,365 |
Value of total assets at beginning of year | 2010-12-31 | $51,258,580 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $600 |
Total interest from all sources | 2010-12-31 | $98,914 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $674,746 |
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 | $674,746 |
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 | $502,253 |
Participant contributions at end of year | 2010-12-31 | $580,225 |
Participant contributions at beginning of year | 2010-12-31 | $1,376,448 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $4,501 |
Administrative expenses (other) incurred | 2010-12-31 | $600 |
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 | $704,425 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $51,981,365 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $51,258,580 |
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 | $45,278,360 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $43,164,879 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $4,797,258 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $5,009,725 |
Interest on participant loans | 2010-12-31 | $59,981 |
Interest earned on other investments | 2010-12-31 | $38,933 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,321,021 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,707,528 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,330,326 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $169,127 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,299,268 |
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 403(B) 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 |