401k Plan data: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN plan

TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 401k Plan overview

Plan Name	TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN
Plan identification number	003

TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRINITY MOTHER FRANCES HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name: TRINITY MOTHER FRANCES HEALTH SYSTEM

Employer identification number (EIN): 752616975

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01
003 2018-01-01 KIMBERLY KING WEBB 2021-04-21
003 2017-01-01
003 2016-01-01
003 2015-01-01 TOM WILKEN
003 2015-01-01 TOM WILKEN
003 2014-01-01 TOM WILKEN
003 2013-01-01 TOM WILKEN

Plan Statistics for TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN

401k plan membership statisitcs for TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN

Measure Date Value
2018: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5,632
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 9
Number of other retired or separated participants entitled to future benefits 2018-01-01 8,636
Total of all active and inactive participants 2018-01-01 8,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8,650
Number of participants with account balances 2018-01-01 8,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5,820
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4,823
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 803
Total of all active and inactive participants 2017-01-01 5,632
Total participants 2017-01-01 5,632
Number of participants with account balances 2017-01-01 5,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 467
2016: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6,224
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5,258
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 559
Total of all active and inactive participants 2016-01-01 5,820
Total participants 2016-01-01 5,820
Number of participants with account balances 2016-01-01 5,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 386
2015: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5,864
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4,992
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,231
Total of all active and inactive participants 2015-01-01 6,224
Total participants 2015-01-01 6,224
Number of participants with account balances 2015-01-01 5,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 445
2014: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5,741
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4,864
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 998
Total of all active and inactive participants 2014-01-01 5,864
Total participants 2014-01-01 5,864
Number of participants with account balances 2014-01-01 5,389
2013: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 450
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4,702
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,038
Total of all active and inactive participants 2013-01-01 5,741
Total participants 2013-01-01 5,741
Number of participants with account balances 2013-01-01 4,830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 363

Measure	Date	Value
2018: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5,632
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	9
Number of other retired or separated participants entitled to future benefits	2018-01-01	8,636
Total of all active and inactive participants	2018-01-01	8,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8,650
Number of participants with account balances	2018-01-01	8,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5,820
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4,823
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	803
Total of all active and inactive participants	2017-01-01	5,632
Total participants	2017-01-01	5,632
Number of participants with account balances	2017-01-01	5,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	467
2016: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6,224
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5,258
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	559
Total of all active and inactive participants	2016-01-01	5,820
Total participants	2016-01-01	5,820
Number of participants with account balances	2016-01-01	5,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	386
2015: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5,864
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4,992
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,231
Total of all active and inactive participants	2015-01-01	6,224
Total participants	2015-01-01	6,224
Number of participants with account balances	2015-01-01	5,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	445
2014: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5,741
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4,864
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	998
Total of all active and inactive participants	2014-01-01	5,864
Total participants	2014-01-01	5,864
Number of participants with account balances	2014-01-01	5,389
2013: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	450
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4,702
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,038
Total of all active and inactive participants	2013-01-01	5,741
Total participants	2013-01-01	5,741
Number of participants with account balances	2013-01-01	4,830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	363

Financial Data on TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN

Measure	Date	Value
2018 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-164,345
Total unrealized appreciation/depreciation of assets	2018-12-31	$-164,345
Total transfer of assets to this plan	2018-12-31	$56,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$4
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$308
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$4,349,952
Total loss/gain on sale of assets	2018-12-31	$63,136
Total of all expenses incurred	2018-12-31	$3,878,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,814,455
Expenses. Certain deemed distributions of participant loans	2018-12-31	$68,124
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,820,275
Value of total assets at end of year	2018-12-31	$80,058,636
Value of total assets at beginning of year	2018-12-31	$79,530,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$63,576
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$40,165
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,181,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,181,036
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$50,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$759,958
Participant contributions at beginning of year	2018-12-31	$916,198
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$77
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,236
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,769
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$306
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$63,576
Liabilities. Value of operating payables at end of year	2018-12-31	$4
Liabilities. Value of operating payables at beginning of year	2018-12-31	$2
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$471,921
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$80,058,636
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$79,530,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$20,464
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$74,077,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$72,826,213
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$40,165
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$41,657
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,043,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$552,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$552,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$19,433
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,220,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,235,065
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-9,691,524
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	Yes
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$9,814,506
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$14,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,814,455
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
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	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$854,595
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$850,639
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$4,571,305
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$4,508,169
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$19,951,545
Total of all expenses incurred	2017-12-31	$5,098,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,042,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$7,380,107
Value of total assets at end of year	2017-12-31	$79,530,132
Value of total assets at beginning of year	2017-12-31	$64,676,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$56,019
Total interest from all sources	2017-12-31	$40,566
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,936,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,936,607
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2017-12-31	0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Participant contributions at end of year	2017-12-31	$916,198
Participant contributions at beginning of year	2017-12-31	$920,304
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,983
Administrative expenses (other) incurred	2017-12-31	$56,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$14,853,389
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$79,530,132
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$64,676,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$72,826,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$57,725,268
Interest on participant loans	2017-12-31	$40,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$552,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$246,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$246,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,235,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,784,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$9,594,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	Yes
Contributions received in cash from employer	2017-12-31	$7,376,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,042,137
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$11,512,831
Total of all expenses incurred	2016-12-31	$3,685,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,639,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,840,004
Value of total assets at end of year	2016-12-31	$64,676,743
Value of total assets at beginning of year	2016-12-31	$56,849,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$45,622
Total interest from all sources	2016-12-31	$33,970
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,654,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,654,220
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-12-31	0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$920,304
Participant contributions at beginning of year	2016-12-31	$911,476
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$73,774
Other income not declared elsewhere	2016-12-31	$2,984,637
Administrative expenses (other) incurred	2016-12-31	$45,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$7,827,677
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$64,676,743
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$56,849,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$57,725,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$49,875,879
Interest on participant loans	2016-12-31	$33,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$246,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$130,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$130,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,784,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$5,931,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	Yes
Contributions received in cash from employer	2016-12-31	$6,766,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,639,532
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$6,890,653
Total of all expenses incurred	2015-12-31	$3,870,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,875,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,613,062
Value of total assets at end of year	2015-12-31	$56,849,066
Value of total assets at beginning of year	2015-12-31	$53,829,035
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$-4,416
Total interest from all sources	2015-12-31	$33,938
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,156,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,156,509
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$911,476
Participant contributions at beginning of year	2015-12-31	$868,216
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$12,296
Other income not declared elsewhere	2015-12-31	$-1,912,856
Administrative expenses (other) incurred	2015-12-31	$-4,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,020,031
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$56,849,066
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$53,829,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$49,875,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$46,834,317
Interest on participant loans	2015-12-31	$33,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$130,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$168,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$168,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$5,931,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,957,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$6,600,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,875,038
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$8,527,415
Total of all expenses incurred	2014-12-31	$4,323,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,366,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,594,130
Value of total assets at end of year	2014-12-31	$53,829,035
Value of total assets at beginning of year	2014-12-31	$49,624,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$-42,906
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,161,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,161,835
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$868,216
Participant contributions at beginning of year	2014-12-31	$700,821
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$194,647
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$79,764
Other income not declared elsewhere	2014-12-31	$771,450
Administrative expenses (other) incurred	2014-12-31	$-42,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,204,115
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$53,829,035
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$49,624,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$46,834,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$42,166,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$168,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,957,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,678,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$5,399,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,366,206
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$28,779,698
Total income from all sources (including contributions)	2013-12-31	$7,669,833
Total of all expenses incurred	2013-12-31	$1,817,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,812,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,509,536
Value of total assets at end of year	2013-12-31	$49,624,920
Value of total assets at beginning of year	2013-12-31	$14,992,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,632
Total interest from all sources	2013-12-31	$12,086
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$984,850
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	$984,850
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$700,821
Participant contributions at beginning of year	2013-12-31	$94,134
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$79,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$5,163,361
Administrative expenses (other) incurred	2013-12-31	$4,632
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	$5,852,560
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$49,624,920
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,992,662
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	$42,166,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$13,126,384
Income. Interest from loans (other than to participants)	2013-12-31	$12,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,703,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,703,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,678,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
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	$1,509,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,812,641
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$68,650
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	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260

Form 5500 Responses for TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN

2018: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TRINITY MOTHER FRANCES HOSPITALS AND CLINICS 401A RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G00070

Policy instance

Insurance contract or identification number	G00070
Number of Individuals Covered	29
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

935435

Policy instance

Insurance contract or identification number	935435
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $9,015
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $48
Insurance broker organization code?	3

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

927795

Policy instance

Insurance contract or identification number	927795
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $38
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $9
Insurance broker organization code?	3

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

907004

Policy instance

Insurance contract or identification number	907004
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $96
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $31
Insurance broker organization code?	3

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85021

Policy instance

Insurance contract or identification number	GA85021
Number of Individuals Covered	1339
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85021

Policy instance

Insurance contract or identification number	GA85021
Number of Individuals Covered	1349
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

907004

Policy instance

Insurance contract or identification number	907004
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $114
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $29
Insurance broker organization code?	3
Insurance broker name	BRIGHTHOUSE SECURITIES, LLC

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

927795

Policy instance

Insurance contract or identification number	927795
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $23
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $7
Insurance broker organization code?	3
Insurance broker name	BRIGHTHOUSE SECURITIES, LLC

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

935435

Policy instance

Insurance contract or identification number	935435
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,469
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $22
Insurance broker organization code?	3
Insurance broker name	BRIGHTHOUSE SECURITIES, LLC

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G00070

Policy instance

Insurance contract or identification number	G00070
Number of Individuals Covered	30
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

M0TH00TX00P1

Policy instance

Insurance contract or identification number	M0TH00TX00P1
Number of Individuals Covered	8
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

M0TH00TX00P1

Policy instance

Insurance contract or identification number	M0TH00TX00P1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G00070

Policy instance

Insurance contract or identification number	G00070
Number of Individuals Covered	36
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )

Policy contract number

935435

Policy instance

Insurance contract or identification number	935435
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,160
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $1,545
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES, INC.

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )

Policy contract number

927795

Policy instance

Insurance contract or identification number	927795
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $35
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $11
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES, INC.

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )

Policy contract number

907004

Policy instance

Insurance contract or identification number	907004
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $174
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $85
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES, INC.

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85021

Policy instance

Insurance contract or identification number	GA85021
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85021

Policy instance

Insurance contract or identification number	GA85021
Number of Individuals Covered	1500
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

907004

Policy instance

Insurance contract or identification number	907004
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $112
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES, INC

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

927795

Policy instance

Insurance contract or identification number	927795
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $35
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES, INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

935435

Policy instance

Insurance contract or identification number	935435
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,374
Insurance broker organization code?	3
Insurance broker name	AMERIPRISE FINANCIAL SERVICES

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G00070

Policy instance

Insurance contract or identification number	G00070
Number of Individuals Covered	39
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

M0TH00TX00P1

Policy instance

Insurance contract or identification number	M0TH00TX00P1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

M0TH00TX00P1

Policy instance

Insurance contract or identification number	M0TH00TX00P1
Insurance policy start date	2013-06-29
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G00070

Policy instance

Insurance contract or identification number	G00070
Insurance policy start date	2013-06-29
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

935435

Policy instance

Insurance contract or identification number	935435
Insurance policy start date	2013-06-29
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,488
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES, INC

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

927795

Policy instance

Insurance contract or identification number	927795
Insurance policy start date	2013-06-29
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $18
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES, INC

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

907004

Policy instance

Insurance contract or identification number	907004
Insurance policy start date	2013-06-29
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $50
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITES

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85021

Policy instance

Insurance contract or identification number	GA85021
Number of Individuals Covered	1600
Insurance policy start date	2013-06-28
Insurance policy end date	2013-12-31
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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Company Name:	TRINITY MOTHER FRANCES HEALTH SYSTEM
Employer identification number (EIN):	752616975
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01
003	2018-01-01	KIMBERLY KING WEBB	2021-04-21
003	2017-01-01
003	2016-01-01
003	2015-01-01	TOM WILKEN
003	2015-01-01	TOM WILKEN
003	2014-01-01	TOM WILKEN
003	2013-01-01	TOM WILKEN