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COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 401k Plan overview

Plan NameCOMMONSPIRIT HEALTH ERISA RETIREMENT PLAN
Plan identification number 001

COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CHI ST. LUKE'S HEALTH has sponsored the creation of one or more 401k plans.

Company Name:CHI ST. LUKE'S HEALTH
Employer identification number (EIN):760536232
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TROY LINDON
0012016-01-01TROY LINDON
0012015-10-01SUSAN BAILEY-NEWELL
0012014-10-01SUSAN BAILEY-NEWELL
0012014-10-01SUSAN BAILEY-NEWELL
0012013-10-01SUSAN BAILEY-NEWELL
0012012-10-01SUSAN BAILEY-NEWELL SUSAN BAILEY-NEWELL2014-07-15
0012011-10-01SUSAN BAILEY-NEWELL SUSAN BAILEY-NEWELL2013-07-12
0012010-10-01SUSAN BAILEY-NEWELL SUSAN BAILEY-NEWELL2012-07-16
0012009-10-01DEBORAH MAHANNAH DEBORAH MAHANNAH2011-07-15
0012008-10-01

Plan Statistics for COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN

401k plan membership statisitcs for COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN

Measure Date Value
2022: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31657,447,123
Acturial value of plan assets2022-12-31657,447,123
Funding target for retired participants and beneficiaries receiving payment2022-12-31194,177,484
Number of terminated vested participants2022-12-315,444
Fundng target for terminated vested participants2022-12-31164,622,431
Active participant vested funding target2022-12-31119,805,978
Number of active participants2022-12-312,483
Total funding liabilities for active participants2022-12-31120,457,765
Total participant count2022-12-3110,155
Total funding target for all participants2022-12-31479,257,680
Balance at beginning of prior year after applicable adjustments2022-12-3133,581,619
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3133,581,619
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3133,248,573
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-313,151,837
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0110,152
Total number of active participants reported on line 7a of the Form 55002022-01-012,221
Number of retired or separated participants receiving benefits2022-01-012,104
Number of other retired or separated participants entitled to future benefits2022-01-014,994
Total of all active and inactive participants2022-01-019,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01324
Total participants2022-01-019,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31256,475,654
Acturial value of plan assets2021-12-31256,475,654
Funding target for retired participants and beneficiaries receiving payment2021-12-3124,789,503
Number of terminated vested participants2021-12-311,896
Fundng target for terminated vested participants2021-12-3150,759,539
Active participant vested funding target2021-12-3199,511,367
Number of active participants2021-12-312,137
Total funding liabilities for active participants2021-12-31100,066,424
Total participant count2021-12-314,213
Total funding target for all participants2021-12-31175,615,466
Balance at beginning of prior year after applicable adjustments2021-12-3130,603,863
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3130,603,863
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,239,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,305,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3133,581,619
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,263,550
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-014,212
Total number of active participants reported on line 7a of the Form 55002021-01-012,483
Number of retired or separated participants receiving benefits2021-01-012,076
Number of other retired or separated participants entitled to future benefits2021-01-015,286
Total of all active and inactive participants2021-01-019,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01307
Total participants2021-01-0110,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31251,573,458
Acturial value of plan assets2020-12-31251,573,458
Funding target for retired participants and beneficiaries receiving payment2020-12-3123,361,205
Number of terminated vested participants2020-12-311,977
Fundng target for terminated vested participants2020-12-3149,426,067
Active participant vested funding target2020-12-31105,104,096
Number of active participants2020-12-312,372
Total funding liabilities for active participants2020-12-31105,912,233
Total participant count2020-12-314,522
Total funding target for all participants2020-12-31178,699,505
Balance at beginning of prior year after applicable adjustments2020-12-3126,325,904
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3126,325,904
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-312,803,999
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,956,537
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3130,603,863
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,250,001
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,239,748
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31630,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-311,239,748
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-014,522
Total number of active participants reported on line 7a of the Form 55002020-01-012,137
Number of retired or separated participants receiving benefits2020-01-01171
Number of other retired or separated participants entitled to future benefits2020-01-011,884
Total of all active and inactive participants2020-01-014,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-014,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31236,092,683
Acturial value of plan assets2019-12-31236,092,683
Funding target for retired participants and beneficiaries receiving payment2019-12-3121,911,880
Number of terminated vested participants2019-12-312,106
Fundng target for terminated vested participants2019-12-3153,967,685
Active participant vested funding target2019-12-31115,907,981
Number of active participants2019-12-312,739
Total funding liabilities for active participants2019-12-31116,844,597
Total participant count2019-12-315,000
Total funding target for all participants2019-12-31192,724,162
Balance at beginning of prior year after applicable adjustments2019-12-3127,354,431
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3127,354,431
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-314,337,787
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,583,740
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3126,325,904
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-312,916,669
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,803,999
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31856,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-312,803,999
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-015,000
Total number of active participants reported on line 7a of the Form 55002019-01-012,372
Number of retired or separated participants receiving benefits2019-01-01163
Number of other retired or separated participants entitled to future benefits2019-01-011,960
Total of all active and inactive participants2019-01-014,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0126
Total participants2019-01-014,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31274,481,169
Acturial value of plan assets2018-12-31274,481,169
Funding target for retired participants and beneficiaries receiving payment2018-12-3120,820,491
Number of terminated vested participants2018-12-312,160
Fundng target for terminated vested participants2018-12-3151,356,617
Active participant vested funding target2018-12-31131,664,352
Number of active participants2018-12-313,096
Total funding liabilities for active participants2018-12-31132,652,044
Total participant count2018-12-315,427
Total funding target for all participants2018-12-31204,829,152
Balance at beginning of prior year after applicable adjustments2018-12-3123,790,599
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3123,790,599
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-319,430,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-319,981,865
Balance of carryovers at beginning of current year2018-12-3127,354,431
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-314,583,336
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-314,337,787
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,371,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-314,337,787
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-015,425
Total number of active participants reported on line 7a of the Form 55002018-01-012,739
Number of retired or separated participants receiving benefits2018-01-01144
Number of other retired or separated participants entitled to future benefits2018-01-012,095
Total of all active and inactive participants2018-01-014,978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0120
Total participants2018-01-014,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31272,219,607
Acturial value of plan assets2017-12-31272,219,607
Funding target for retired participants and beneficiaries receiving payment2017-12-3117,297,923
Number of terminated vested participants2017-12-312,251
Fundng target for terminated vested participants2017-12-3150,712,912
Active participant vested funding target2017-12-31151,227,781
Number of active participants2017-12-314,017
Total funding liabilities for active participants2017-12-31152,832,943
Total participant count2017-12-316,424
Total funding target for all participants2017-12-31220,843,778
Balance at beginning of prior year after applicable adjustments2017-12-3121,940,975
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3121,940,975
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-319,408,360
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-319,980,388
Balance of carryovers at beginning of current year2017-12-3123,790,599
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-319,999,996
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-319,430,198
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,882,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-319,430,198
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-016,422
Total number of active participants reported on line 7a of the Form 55002017-01-013,096
Number of retired or separated participants receiving benefits2017-01-01136
Number of other retired or separated participants entitled to future benefits2017-01-012,140
Total of all active and inactive participants2017-01-015,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0153
Total participants2017-01-015,425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31275,504,090
Acturial value of plan assets2016-12-31275,504,090
Funding target for retired participants and beneficiaries receiving payment2016-12-3115,139,137
Number of terminated vested participants2016-12-311,998
Fundng target for terminated vested participants2016-12-3144,490,334
Active participant vested funding target2016-12-31168,866,135
Number of active participants2016-12-314,831
Total funding liabilities for active participants2016-12-31171,904,590
Total participant count2016-12-316,973
Total funding target for all participants2016-12-31231,534,061
Balance at beginning of prior year after applicable adjustments2016-12-3121,766,840
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3121,766,840
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31796,433
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31809,000
Balance of carryovers at beginning of current year2016-12-3121,940,975
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-319,999,996
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-319,408,360
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,511,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-319,408,360
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-016,971
Total number of active participants reported on line 7a of the Form 55002016-01-014,017
Number of retired or separated participants receiving benefits2016-01-01123
Number of other retired or separated participants entitled to future benefits2016-01-012,231
Total of all active and inactive participants2016-01-016,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0151
Total participants2016-01-016,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0181
2015: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-016,432
Total number of active participants reported on line 7a of the Form 55002015-10-014,831
Number of retired or separated participants receiving benefits2015-10-01111
Number of other retired or separated participants entitled to future benefits2015-10-011,980
Total of all active and inactive participants2015-10-016,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0149
Total participants2015-10-016,971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0167
2014: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-016,194
Total number of active participants reported on line 7a of the Form 55002014-10-014,656
Number of retired or separated participants receiving benefits2014-10-01106
Number of other retired or separated participants entitled to future benefits2014-10-011,630
Total of all active and inactive participants2014-10-016,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0140
Total participants2014-10-016,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-01193
2013: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-015,960
Total number of active participants reported on line 7a of the Form 55002013-10-014,778
Number of retired or separated participants receiving benefits2013-10-01103
Number of other retired or separated participants entitled to future benefits2013-10-011,276
Total of all active and inactive participants2013-10-016,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0137
Total participants2013-10-016,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-01173
2012: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-016,142
Total number of active participants reported on line 7a of the Form 55002012-10-014,713
Number of retired or separated participants receiving benefits2012-10-01104
Number of other retired or separated participants entitled to future benefits2012-10-011,105
Total of all active and inactive participants2012-10-015,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0138
Total participants2012-10-015,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-01177
2011: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-015,806
Total number of active participants reported on line 7a of the Form 55002011-10-014,622
Number of retired or separated participants receiving benefits2011-10-0197
Number of other retired or separated participants entitled to future benefits2011-10-011,010
Total of all active and inactive participants2011-10-015,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0136
Total participants2011-10-015,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-01129
2010: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-015,776
Total number of active participants reported on line 7a of the Form 55002010-10-014,400
Number of retired or separated participants receiving benefits2010-10-0185
Number of other retired or separated participants entitled to future benefits2010-10-01839
Total of all active and inactive participants2010-10-015,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-0133
Total participants2010-10-015,357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-01167
2009: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-015,656
Total number of active participants reported on line 7a of the Form 55002009-10-014,588
Number of retired or separated participants receiving benefits2009-10-0193
Number of other retired or separated participants entitled to future benefits2009-10-01822
Total of all active and inactive participants2009-10-015,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0114
Total participants2009-10-015,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-01173

Financial Data on COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN

Measure Date Value
2022 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$17,839
Total unrealized appreciation/depreciation of assets2022-12-31$17,839
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,143,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,016,420
Total income from all sources (including contributions)2022-12-31$-101,458,083
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$43,648,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$39,959,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$531,480,210
Value of total assets at beginning of year2022-12-31$670,458,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,688,700
Total interest from all sources2022-12-31$111,283
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$784,652
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$20,397,496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$10,077,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$11,195,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$13,016,420
Other income not declared elsewhere2022-12-31$-2,646,813
Administrative expenses (other) incurred2022-12-31$910,977
Liabilities. Value of operating payables at end of year2022-12-31$7,948,983
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$2,026,164
Total non interest bearing cash at beginning of year2022-12-31$7,073,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-145,106,292
Value of net assets at end of year (total assets less liabilities)2022-12-31$512,336,227
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$657,442,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$995,218
Interest earned on other investments2022-12-31$-256
Value of interest in common/collective trusts at end of year2022-12-31$504,016,439
Value of interest in common/collective trusts at beginning of year2022-12-31$619,779,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,040,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$33,527,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$33,527,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$111,539
Net investment gain or loss from common/collective trusts2022-12-31$-98,940,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$39,959,509
Contract administrator fees2022-12-31$997,853
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-26,356,750
Total unrealized appreciation/depreciation of assets2021-12-31$-26,356,750
Total transfer of assets to this plan2021-12-31$423,413,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,016,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$56,172,588
Total income from all sources (including contributions)2021-12-31$-5,107,647
Total loss/gain on sale of assets2021-12-31$15,834,987
Total of all expenses incurred2021-12-31$17,339,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,936,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$670,458,939
Value of total assets at beginning of year2021-12-31$312,648,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,403,168
Total interest from all sources2021-12-31$1,028,743
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$63,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$59,823
Administrative expenses professional fees incurred2021-12-31$65,438
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$273,381
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,416,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$10,077,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$42,325,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$13,016,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$56,172,588
Other income not declared elsewhere2021-12-31$92,347
Administrative expenses (other) incurred2021-12-31$846,055
Total non interest bearing cash at end of year2021-12-31$7,073,885
Total non interest bearing cash at beginning of year2021-12-31$2,645,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-22,446,850
Value of net assets at end of year (total assets less liabilities)2021-12-31$657,442,519
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$256,475,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$275,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,878,260
Interest earned on other investments2021-12-31$129,842
Income. Interest from US Government securities2021-12-31$201,823
Income. Interest from corporate debt instruments2021-12-31$705,953
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$619,779,831
Value of interest in common/collective trusts at beginning of year2021-12-31$12,917,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$33,527,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,864,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,864,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-8,875
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$61,239,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,530
Net investment gain or loss from common/collective trusts2021-12-31$4,224,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from preferred stock2021-12-31$4,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,936,035
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$155,087,929
Contract administrator fees2021-12-31$216,042
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$566,239,300
Aggregate carrying amount (costs) on sale of assets2021-12-31$550,404,313
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,706,587
Total unrealized appreciation/depreciation of assets2020-12-31$6,706,587
Total transfer of assets to this plan2020-12-31$15,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,595,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$113,857,425
Total income from all sources (including contributions)2020-12-31$24,862,877
Total loss/gain on sale of assets2020-12-31$7,917,602
Total of all expenses incurred2020-12-31$19,975,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,742,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,250,001
Value of total assets at end of year2020-12-31$273,071,454
Value of total assets at beginning of year2020-12-31$365,430,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,233,573
Total interest from all sources2020-12-31$8,835,820
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$252,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$231,157
Administrative expenses professional fees incurred2020-12-31$263,092
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$273,381
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$810,544
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,012,138
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,423,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,817,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$69,924,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$16,595,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$113,857,425
Other income not declared elsewhere2020-12-31$322,353
Administrative expenses (other) incurred2020-12-31$452,528
Total non interest bearing cash at end of year2020-12-31$23,150,128
Total non interest bearing cash at beginning of year2020-12-31$2,119,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,886,959
Value of net assets at end of year (total assets less liabilities)2020-12-31$256,475,653
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$251,573,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$316,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,546,461
Interest earned on other investments2020-12-31$303,553
Income. Interest from US Government securities2020-12-31$564,972
Income. Interest from corporate debt instruments2020-12-31$8,228,777
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$27,501,419
Value of interest in common/collective trusts at end of year2020-12-31$12,917,899
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,746,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$26,104,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$26,104,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$42,071
Asset value of US Government securities at end of year2020-12-31$68,935,157
Asset value of US Government securities at beginning of year2020-12-31$32,199,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$740,154
Net investment gain or loss from common/collective trusts2020-12-31$48,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,250,001
Income. Dividends from preferred stock2020-12-31$21,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,742,345
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$153,219,263
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$167,801,066
Contract administrator fees2020-12-31$201,009
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,186,271,316
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,178,353,714
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$14,122,662
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$14,122,662
Total unrealized appreciation/depreciation of assets2019-12-31$14,122,662
Total unrealized appreciation/depreciation of assets2019-12-31$14,122,662
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$113,857,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$113,857,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,718,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,718,365
Total income from all sources (including contributions)2019-12-31$39,372,756
Total income from all sources (including contributions)2019-12-31$39,372,756
Total loss/gain on sale of assets2019-12-31$8,586,256
Total loss/gain on sale of assets2019-12-31$8,586,256
Total of all expenses incurred2019-12-31$23,919,016
Total of all expenses incurred2019-12-31$23,919,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,747,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,747,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,916,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,916,669
Value of total assets at end of year2019-12-31$365,430,883
Value of total assets at end of year2019-12-31$365,430,883
Value of total assets at beginning of year2019-12-31$259,838,083
Value of total assets at beginning of year2019-12-31$259,838,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,171,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,171,264
Total interest from all sources2019-12-31$8,153,567
Total interest from all sources2019-12-31$8,153,567
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$938,174
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$938,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$914,087
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$914,087
Administrative expenses professional fees incurred2019-12-31$265,394
Administrative expenses professional fees incurred2019-12-31$265,394
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$810,544
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$810,544
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$2,426,058
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$2,426,058
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Value of fidelity bond cover2019-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,423,617
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,423,617
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,814,731
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,814,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$69,924,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$69,924,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,680,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,680,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$113,857,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$113,857,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,718,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,718,365
Administrative expenses (other) incurred2019-12-31$409,132
Administrative expenses (other) incurred2019-12-31$409,132
Total non interest bearing cash at end of year2019-12-31$2,119,269
Total non interest bearing cash at end of year2019-12-31$2,119,269
Total non interest bearing cash at beginning of year2019-12-31$872,449
Total non interest bearing cash at beginning of year2019-12-31$872,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,453,740
Value of net income/loss2019-12-31$15,453,740
Value of net assets at end of year (total assets less liabilities)2019-12-31$251,573,458
Value of net assets at end of year (total assets less liabilities)2019-12-31$251,573,458
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$236,119,718
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$236,119,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$430,533
Investment advisory and management fees2019-12-31$430,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,546,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,546,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,138,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,138,732
Income. Interest from corporate debt instruments2019-12-31$8,153,426
Income. Interest from corporate debt instruments2019-12-31$8,153,426
Value of interest in master investment trust accounts at end of year2019-12-31$27,501,419
Value of interest in master investment trust accounts at end of year2019-12-31$27,501,419
Value of interest in master investment trust accounts at beginning of year2019-12-31$26,853,756
Value of interest in master investment trust accounts at beginning of year2019-12-31$26,853,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$26,104,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$26,104,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,416,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,416,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,416,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,416,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$141
Asset value of US Government securities at end of year2019-12-31$32,199,711
Asset value of US Government securities at end of year2019-12-31$32,199,711
Asset value of US Government securities at beginning of year2019-12-31$38,956,043
Asset value of US Government securities at beginning of year2019-12-31$38,956,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,916,669
Contributions received in cash from employer2019-12-31$2,916,669
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$2,083,335
Employer contributions (assets) at beginning of year2019-12-31$2,083,335
Income. Dividends from preferred stock2019-12-31$24,087
Income. Dividends from preferred stock2019-12-31$24,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,747,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,747,752
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$167,801,066
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$167,801,066
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$127,596,590
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$127,596,590
Contract administrator fees2019-12-31$66,205
Contract administrator fees2019-12-31$66,205
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,294,001,553
Aggregate proceeds on sale of assets2019-12-31$1,294,001,553
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,285,415,297
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,285,415,297
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG
Accountancy firm name2019-12-31ERNST & YOUNG
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-11,367,181
Total unrealized appreciation/depreciation of assets2018-12-31$-11,367,181
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,718,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,842,548
Total income from all sources (including contributions)2018-12-31$-5,016,597
Total loss/gain on sale of assets2018-12-31$2,378,177
Total of all expenses incurred2018-12-31$33,424,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,001,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,583,336
Value of total assets at end of year2018-12-31$259,838,083
Value of total assets at beginning of year2018-12-31$286,403,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,423,382
Total interest from all sources2018-12-31$-2,324
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,011,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$986,658
Administrative expenses professional fees incurred2018-12-31$113,464
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$2,426,058
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$5,131,372
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,814,731
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,415,469
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$8,680,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,746,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,718,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,842,548
Administrative expenses (other) incurred2018-12-31$409,659
Total non interest bearing cash at end of year2018-12-31$872,449
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-38,441,257
Value of net assets at end of year (total assets less liabilities)2018-12-31$236,119,718
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$274,560,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$464,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$43,138,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,958,955
Interest earned on other investments2018-12-31$-2,560
Value of interest in master investment trust accounts at end of year2018-12-31$26,853,756
Value of interest in master investment trust accounts at beginning of year2018-12-31$46,723,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,416,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,631,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,631,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$236
Asset value of US Government securities at end of year2018-12-31$38,956,043
Asset value of US Government securities at beginning of year2018-12-31$48,236,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,583,336
Employer contributions (assets) at end of year2018-12-31$2,083,335
Employer contributions (assets) at beginning of year2018-12-31$4,999,998
Income. Dividends from preferred stock2018-12-31$24,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,001,278
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$127,596,590
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$153,560,536
Contract administrator fees2018-12-31$435,732
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$508,284,607
Aggregate carrying amount (costs) on sale of assets2018-12-31$505,906,430
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG
Accountancy firm EIN2018-12-31346565596
2017 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$11,511,725
Total unrealized appreciation/depreciation of assets2017-12-31$11,511,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,842,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$78,643,659
Total income from all sources (including contributions)2017-12-31$47,022,136
Total loss/gain on sale of assets2017-12-31$7,628,098
Total of all expenses incurred2017-12-31$44,763,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$43,131,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,999,996
Value of total assets at end of year2017-12-31$286,403,523
Value of total assets at beginning of year2017-12-31$350,946,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,632,285
Total interest from all sources2017-12-31$9,243,768
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$302,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$287,159
Administrative expenses professional fees incurred2017-12-31$764,994
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$5,131,372
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$7,590,523
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,415,469
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,746,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$26,277,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,842,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$78,643,659
Other income not declared elsewhere2017-12-31$186,105
Administrative expenses (other) incurred2017-12-31$432,228
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$381,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,258,286
Value of net assets at end of year (total assets less liabilities)2017-12-31$274,560,975
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$272,302,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$435,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,958,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,550,272
Interest earned on other investments2017-12-31$2,367,199
Income. Interest from US Government securities2017-12-31$388,426
Income. Interest from corporate debt instruments2017-12-31$6,483,507
Value of interest in master investment trust accounts at end of year2017-12-31$46,723,629
Value of interest in master investment trust accounts at beginning of year2017-12-31$70,553,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,631,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,233,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,233,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,636
Asset value of US Government securities at end of year2017-12-31$48,236,277
Asset value of US Government securities at beginning of year2017-12-31$60,934,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$379,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,999,996
Employer contributions (assets) at end of year2017-12-31$4,999,998
Employer contributions (assets) at beginning of year2017-12-31$4,999,998
Income. Dividends from preferred stock2017-12-31$15,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$43,131,565
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$153,560,536
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$145,425,874
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$733,043,908
Aggregate carrying amount (costs) on sale of assets2017-12-31$725,415,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG
Accountancy firm EIN2017-12-31346565596
2016 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,343,396
Total unrealized appreciation/depreciation of assets2016-12-31$1,343,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$78,643,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$57,776,006
Total income from all sources (including contributions)2016-12-31$31,349,596
Total loss/gain on sale of assets2016-12-31$3,298,790
Total of all expenses incurred2016-12-31$34,388,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$32,971,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,999,996
Value of total assets at end of year2016-12-31$350,946,348
Value of total assets at beginning of year2016-12-31$333,117,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,417,079
Total interest from all sources2016-12-31$8,464,530
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,073,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,042,465
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$7,590,523
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$8,597,430
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$103,704
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,067,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$26,277,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,084,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$78,643,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$57,422,656
Other income not declared elsewhere2016-12-31$-4,311
Administrative expenses (other) incurred2016-12-31$824,866
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$353,350
Total non interest bearing cash at end of year2016-12-31$381,302
Total non interest bearing cash at beginning of year2016-12-31$297,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,038,881
Value of net assets at end of year (total assets less liabilities)2016-12-31$272,302,689
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$275,341,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$592,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,550,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,196,110
Interest earned on other investments2016-12-31$2,274,488
Income. Interest from US Government securities2016-12-31$9,034
Income. Interest from corporate debt instruments2016-12-31$6,167,781
Value of interest in master investment trust accounts at end of year2016-12-31$70,553,444
Value of interest in master investment trust accounts at beginning of year2016-12-31$90,996,352
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,233,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,883,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,883,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$13,227
Asset value of US Government securities at end of year2016-12-31$60,934,499
Asset value of US Government securities at beginning of year2016-12-31$68,816,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,116,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9,999,996
Employer contributions (assets) at end of year2016-12-31$4,999,998
Employer contributions (assets) at beginning of year2016-12-31$4,999,998
Income. Dividends from preferred stock2016-12-31$31,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$32,971,398
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$145,425,874
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$130,177,727
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,610,942,275
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,607,643,485
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG
Accountancy firm EIN2016-12-31346565596
2015 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-802,758
Total unrealized appreciation/depreciation of assets2015-12-31$-802,758
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$57,776,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$42,224,473
Total income from all sources (including contributions)2015-12-31$2,893,422
Total loss/gain on sale of assets2015-12-31$-896,064
Total of all expenses incurred2015-12-31$7,014,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,714,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$833,333
Value of total assets at end of year2015-12-31$333,117,576
Value of total assets at beginning of year2015-12-31$321,686,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$299,611
Total interest from all sources2015-12-31$2,175,368
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$689,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$249,918
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$8,597,430
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$8,399,113
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$103,704
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,067,352
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,259,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,084,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,905,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$57,422,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$42,005,023
Other income not declared elsewhere2015-12-31$309,951
Administrative expenses (other) incurred2015-12-31$49,044
Liabilities. Value of operating payables at end of year2015-12-31$353,350
Liabilities. Value of operating payables at beginning of year2015-12-31$219,450
Total non interest bearing cash at end of year2015-12-31$297,641
Total non interest bearing cash at beginning of year2015-12-31$1,414,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,120,631
Value of net assets at end of year (total assets less liabilities)2015-12-31$275,341,570
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$279,462,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$649
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,196,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,210,012
Interest earned on other investments2015-12-31$2,175,368
Value of interest in master investment trust accounts at end of year2015-12-31$90,996,352
Value of interest in master investment trust accounts at beginning of year2015-12-31$96,296,094
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,883,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,154,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,154,185
Asset value of US Government securities at end of year2015-12-31$68,816,174
Asset value of US Government securities at beginning of year2015-12-31$62,403,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$833,333
Employer contributions (assets) at end of year2015-12-31$4,999,998
Employer contributions (assets) at beginning of year2015-12-31$6,799,997
Income. Dividends from common stock2015-12-31$689,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,714,442
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$130,177,727
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$120,844,211
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-896,064
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG
Accountancy firm EIN2015-12-31346565596
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-19,212,450
Total unrealized appreciation/depreciation of assets2015-09-30$-19,212,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$41,412,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$17,229,249
Total income from all sources (including contributions)2015-09-30$15,369,187
Total loss/gain on sale of assets2015-09-30$6,337,432
Total of all expenses incurred2015-09-30$25,512,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$24,238,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$13,366,663
Value of total assets at end of year2015-09-30$320,682,685
Value of total assets at beginning of year2015-09-30$306,643,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,274,217
Total interest from all sources2015-09-30$7,966,605
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$1,037,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$726,688
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-09-30$8,399,113
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-09-30$5,181,281
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Amount of non-exempt transactions with any party-in-interest2015-09-30$103,704
Assets. Other investments not covered elsewhere at end of year2015-09-30$3,259,565
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$2,365,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$1,802,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$1,726,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$41,104,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$16,880,301
Other income not declared elsewhere2015-09-30$220,814
Administrative expenses (other) incurred2015-09-30$262,250
Liabilities. Value of operating payables at end of year2015-09-30$307,692
Liabilities. Value of operating payables at beginning of year2015-09-30$348,948
Total non interest bearing cash at end of year2015-09-30$514,016
Total non interest bearing cash at beginning of year2015-09-30$9,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-10,143,789
Value of net assets at end of year (total assets less liabilities)2015-09-30$279,270,255
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$289,414,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$0
Assets. partnership/joint venture interests at beginning of year2015-09-30$3,793,802
Investment advisory and management fees2015-09-30$285,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$16,210,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$28,329,306
Interest earned on other investments2015-09-30$7,966,605
Value of interest in master investment trust accounts at end of year2015-09-30$96,296,094
Value of interest in master investment trust accounts at beginning of year2015-09-30$94,071,982
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$133,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$4,154,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$15,579,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$15,579,542
Asset value of US Government securities at end of year2015-09-30$62,403,463
Asset value of US Government securities at beginning of year2015-09-30$38,461,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$13,366,663
Employer contributions (assets) at end of year2015-09-30$6,799,997
Employer contributions (assets) at beginning of year2015-09-30$2,800,000
Income. Dividends from common stock2015-09-30$1,037,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$24,238,759
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$120,844,211
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$114,190,958
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$6,337,432
2014 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$9,187,542
Total unrealized appreciation/depreciation of assets2014-09-30$9,187,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$17,229,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$10,270,143
Total income from all sources (including contributions)2014-09-30$46,308,169
Total loss/gain on sale of assets2014-09-30$10,353,967
Total of all expenses incurred2014-09-30$17,562,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$16,273,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$13,300,000
Value of total assets at end of year2014-09-30$306,643,293
Value of total assets at beginning of year2014-09-30$270,938,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,288,810
Total interest from all sources2014-09-30$6,979,244
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$1,155,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$681,249
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-09-30$5,181,281
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-09-30$172,760
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Assets. Other investments not covered elsewhere at end of year2014-09-30$2,365,205
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$10,069,735
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$1,726,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$1,767,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$16,880,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$9,874,011
Other income not declared elsewhere2014-09-30$239,448
Administrative expenses (other) incurred2014-09-30$202,820
Liabilities. Value of operating payables at end of year2014-09-30$348,948
Liabilities. Value of operating payables at beginning of year2014-09-30$396,132
Total non interest bearing cash at end of year2014-09-30$9,087
Total non interest bearing cash at beginning of year2014-09-30$167,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$28,746,000
Value of net assets at end of year (total assets less liabilities)2014-09-30$289,414,044
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$260,668,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$3,793,802
Assets. partnership/joint venture interests at beginning of year2014-09-30$53,647,316
Investment advisory and management fees2014-09-30$404,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$28,329,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$21,813,637
Interest earned on other investments2014-09-30$1,879,160
Income. Interest from US Government securities2014-09-30$1,009,552
Income. Interest from corporate debt instruments2014-09-30$4,068,565
Value of interest in master investment trust accounts at end of year2014-09-30$94,071,982
Value of interest in master investment trust accounts at beginning of year2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$133,834
Value of interest in common/collective trusts at beginning of year2014-09-30$3,287,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$15,579,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$40,245,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$40,245,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$21,967
Asset value of US Government securities at end of year2014-09-30$38,461,898
Asset value of US Government securities at beginning of year2014-09-30$18,549,937
Net investment gain or loss from common/collective trusts2014-09-30$1,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$13,300,000
Employer contributions (assets) at end of year2014-09-30$2,800,000
Employer contributions (assets) at beginning of year2014-09-30$6,000,000
Income. Dividends from common stock2014-09-30$1,155,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$16,273,359
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$29,355,200
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$114,190,958
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$56,830,260
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$29,032,075
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$10,825,839
Aggregate carrying amount (costs) on sale of assets2014-09-30$471,872
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30ERNST & YOUNG
Accountancy firm EIN2014-09-30346565596
2013 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$-42,731,964
Total unrealized appreciation/depreciation of assets2013-09-30$-42,731,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$10,270,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$18,936,052
Total income from all sources (including contributions)2013-09-30$26,641,515
Total loss/gain on sale of assets2013-09-30$36,839,181
Total of all expenses incurred2013-09-30$18,509,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$16,621,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$24,000,000
Value of total assets at end of year2013-09-30$270,938,187
Value of total assets at beginning of year2013-09-30$271,471,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,888,233
Total interest from all sources2013-09-30$6,264,164
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$2,545,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$1,633,192
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$172,760
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$184,660
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Assets. Other investments not covered elsewhere at end of year2013-09-30$10,069,735
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$15,684,940
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$1,767,226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$1,672,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$9,874,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$18,688,862
Other income not declared elsewhere2013-09-30$623,722
Administrative expenses (other) incurred2013-09-30$412,411
Liabilities. Value of operating payables at end of year2013-09-30$396,132
Liabilities. Value of operating payables at beginning of year2013-09-30$247,190
Total non interest bearing cash at end of year2013-09-30$167,343
Total non interest bearing cash at beginning of year2013-09-30$107,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$8,132,221
Value of net assets at end of year (total assets less liabilities)2013-09-30$260,668,044
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$252,535,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$53,647,316
Assets. partnership/joint venture interests at beginning of year2013-09-30$44,798,797
Investment advisory and management fees2013-09-30$832,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$21,813,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$44,455,460
Value of interest in common/collective trusts at end of year2013-09-30$3,287,387
Value of interest in common/collective trusts at beginning of year2013-09-30$3,706,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$40,245,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$710,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$710,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$6,264,164
Asset value of US Government securities at end of year2013-09-30$18,549,937
Asset value of US Government securities at beginning of year2013-09-30$23,816,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$-907,492
Net investment gain or loss from common/collective trusts2013-09-30$8,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$24,000,000
Employer contributions (assets) at end of year2013-09-30$6,000,000
Employer contributions (assets) at beginning of year2013-09-30$0
Income. Dividends from preferred stock2013-09-30$20,547
Income. Dividends from common stock2013-09-30$892,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$16,621,061
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$29,355,200
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$37,205,196
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$56,830,260
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$52,642,381
Contract administrator fees2013-09-30$643,067
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$29,032,075
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$46,486,185
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$262,238,958
Aggregate carrying amount (costs) on sale of assets2013-09-30$225,399,777
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30ERNST & YOUNG
Accountancy firm EIN2013-09-30346565596
2012 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$18,094,001
Total unrealized appreciation/depreciation of assets2012-09-30$18,094,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$18,936,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$27,357,972
Total income from all sources (including contributions)2012-09-30$51,617,811
Total loss/gain on sale of assets2012-09-30$4,828,237
Total of all expenses incurred2012-09-30$19,239,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$17,674,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$15,000,000
Value of total assets at end of year2012-09-30$271,471,875
Value of total assets at beginning of year2012-09-30$247,515,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$1,565,113
Total interest from all sources2012-09-30$6,071,656
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$1,978,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$1,499,986
Administrative expenses professional fees incurred2012-09-30$571,294
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$184,660
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Assets. Other investments not covered elsewhere at end of year2012-09-30$15,684,940
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$23,284,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$1,672,580
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$1,709,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$18,688,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$27,024,228
Other income not declared elsewhere2012-09-30$547,901
Administrative expenses (other) incurred2012-09-30$283,317
Liabilities. Value of operating payables at end of year2012-09-30$247,190
Liabilities. Value of operating payables at beginning of year2012-09-30$333,744
Total non interest bearing cash at end of year2012-09-30$107,363
Total non interest bearing cash at beginning of year2012-09-30$88,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$32,378,444
Value of net assets at end of year (total assets less liabilities)2012-09-30$252,535,823
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$220,157,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$44,798,797
Assets. partnership/joint venture interests at beginning of year2012-09-30$42,692,843
Investment advisory and management fees2012-09-30$710,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$44,455,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$36,303,521
Value of interest in common/collective trusts at end of year2012-09-30$3,706,822
Value of interest in common/collective trusts at beginning of year2012-09-30$3,378,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$710,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$1,077,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$1,077,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$6,071,656
Asset value of US Government securities at end of year2012-09-30$23,816,853
Asset value of US Government securities at beginning of year2012-09-30$9,454,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$5,089,137
Net investment gain or loss from common/collective trusts2012-09-30$7,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$15,000,000
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$3,000,000
Income. Dividends from preferred stock2012-09-30$-135
Income. Dividends from common stock2012-09-30$479,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$17,674,254
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$37,205,196
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$35,382,965
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$52,642,381
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$48,240,154
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$46,486,185
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$42,901,943
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$139,339,910
Aggregate carrying amount (costs) on sale of assets2012-09-30$134,511,673
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30ERNST & YOUNG
Accountancy firm EIN2012-09-30346565596
2011 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-3,354,765
Total unrealized appreciation/depreciation of assets2011-09-30$-3,354,765
Total transfer of assets from this plan2011-09-30$202,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$27,357,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$13,999,771
Total income from all sources (including contributions)2011-09-30$24,881,081
Total loss/gain on sale of assets2011-09-30$3,399,150
Total of all expenses incurred2011-09-30$23,990,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$22,349,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$21,000,000
Value of total assets at end of year2011-09-30$247,515,351
Value of total assets at beginning of year2011-09-30$233,468,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,641,201
Total interest from all sources2011-09-30$6,506,621
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$1,770,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$1,194,837
Administrative expenses professional fees incurred2011-09-30$887,078
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$182,453
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Assets. Other investments not covered elsewhere at end of year2011-09-30$23,284,975
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$9,923,111
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$1,709,735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$1,555,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$27,024,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$13,708,043
Other income not declared elsewhere2011-09-30$413,133
Administrative expenses (other) incurred2011-09-30$54,279
Liabilities. Value of operating payables at end of year2011-09-30$333,744
Liabilities. Value of operating payables at beginning of year2011-09-30$291,728
Total non interest bearing cash at end of year2011-09-30$88,594
Total non interest bearing cash at beginning of year2011-09-30$159,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$890,744
Value of net assets at end of year (total assets less liabilities)2011-09-30$220,157,379
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$219,469,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$42,692,843
Assets. partnership/joint venture interests at beginning of year2011-09-30$39,126,410
Investment advisory and management fees2011-09-30$699,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$36,303,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$45,850,588
Value of interest in common/collective trusts at end of year2011-09-30$3,378,391
Value of interest in common/collective trusts at beginning of year2011-09-30$3,299,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$1,077,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$1,341,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$1,341,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$6,506,621
Asset value of US Government securities at end of year2011-09-30$9,454,793
Asset value of US Government securities at beginning of year2011-09-30$2,553,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-4,858,978
Net investment gain or loss from common/collective trusts2011-09-30$5,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$21,000,000
Employer contributions (assets) at end of year2011-09-30$3,000,000
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$28
Income. Dividends from common stock2011-09-30$576,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$22,349,136
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$35,382,965
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$45,361,244
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$48,240,154
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$45,030,709
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$42,901,943
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$39,085,320
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$160,870,828
Aggregate carrying amount (costs) on sale of assets2011-09-30$157,471,678
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30ERNST & YOUNG
Accountancy firm EIN2011-09-30346565596
2010 : COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN

2022: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedYes
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: COMMONSPIRIT HEALTH ERISA RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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