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ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 401k Plan overview

Plan NameST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN
Plan identification number 003

ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01SUSAN BAILEY-NEWELL SUSAN BAILEY-NEWELL2015-10-14
0032013-01-01TARA BLANSIT TARA BLANSIT2014-10-14
0032012-01-01SUSAN BAILEY-NEWELL SUSAN BAILEY-NEWELL2013-10-15
0032011-01-01SUSAN BAILEY-NEWELL
0032010-01-01DEBORAH MAHANNAH DEBORAH MAHANNAH2011-09-26
0032009-01-01DEBORAH MAHANNAH DEBORAH MAHANNAH2010-12-06
0032009-01-01DEBORAH MAHANNAH DEBORAH MAHANNAH2010-10-14

Plan Statistics for ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN

401k plan membership statisitcs for ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2014: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,535
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01482
2013: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,672
Total number of active participants reported on line 7a of the Form 55002013-01-016,697
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013,765
Total of all active and inactive participants2013-01-0110,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110,462
Number of participants with account balances2013-01-0110,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,186
Total number of active participants reported on line 7a of the Form 55002012-01-016,600
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013,496
Total of all active and inactive participants2012-01-0110,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110,096
Number of participants with account balances2012-01-019,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,976
Total number of active participants reported on line 7a of the Form 55002011-01-016,517
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013,002
Total of all active and inactive participants2011-01-019,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019,519
Number of participants with account balances2011-01-019,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018,579
Total number of active participants reported on line 7a of the Form 55002010-01-016,499
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-012,574
Total of all active and inactive participants2010-01-019,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019,076
Number of participants with account balances2010-01-018,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,647
Total number of active participants reported on line 7a of the Form 55002009-01-016,390
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-012,170
Total of all active and inactive participants2009-01-018,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-018,563
Number of participants with account balances2009-01-018,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2014 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$393,535,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$56,294,309
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$57,807,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$57,672,336
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$37,045,958
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$395,048,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$134,231
Total interest from all sources2014-12-31$2,466,816
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,877,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15,877,885
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$26,409,706
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$19,710,496
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,124,699
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,934,460
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,512,839
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$395,048,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$289,662,882
Interest on participant loans2014-12-31$736,292
Interest earned on other investments2014-12-31$1,730,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$79,550,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$903,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,701,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$57,672,336
Contract administrator fees2014-12-31$134,231
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$97,924,115
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$32,136,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$32,003,328
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$1,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$36,476,000
Value of total assets at end of year2013-12-31$395,048,679
Value of total assets at beginning of year2013-12-31$329,261,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$132,045
Total interest from all sources2013-12-31$2,491,007
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,094,951
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$10,094,951
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$26,325,217
Participant contributions at end of year2013-12-31$19,710,496
Participant contributions at beginning of year2013-12-31$18,955,153
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,124,699
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,774,981
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,476,070
Administrative expenses (other) incurred2013-12-31$113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$65,787,239
Value of net assets at end of year (total assets less liabilities)2013-12-31$395,048,679
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$329,261,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$289,662,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$226,087,877
Interest on participant loans2013-12-31$722,485
Interest earned on other investments2013-12-31$1,768,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$79,550,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$79,443,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$48,862,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,674,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$32,003,328
Contract administrator fees2013-12-31$131,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$72,340,563
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$24,627,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,491,720
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$41,461,988
Value of total assets at end of year2012-12-31$329,261,440
Value of total assets at beginning of year2012-12-31$281,548,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$136,190
Total interest from all sources2012-12-31$3,002,925
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,612,770
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,612,770
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$25,559,384
Participant contributions at end of year2012-12-31$18,955,153
Participant contributions at beginning of year2012-12-31$18,714,381
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,774,981
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,925,681
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,424,476
Administrative expenses (other) incurred2012-12-31$483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$47,712,653
Value of net assets at end of year (total assets less liabilities)2012-12-31$329,261,440
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$281,548,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$226,087,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$185,030,921
Interest on participant loans2012-12-31$738,012
Interest earned on other investments2012-12-31$2,264,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$79,443,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$73,877,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$22,262,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,478,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,491,720
Contract administrator fees2012-12-31$135,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$39,759,344
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$22,730,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,586,503
Value of total corrective distributions2011-12-31$3,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$38,757,096
Value of total assets at end of year2011-12-31$281,548,787
Value of total assets at beginning of year2011-12-31$264,520,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$140,832
Total interest from all sources2011-12-31$3,061,130
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,257,308
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,257,308
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$25,415,515
Participant contributions at end of year2011-12-31$18,714,381
Participant contributions at beginning of year2011-12-31$17,087,729
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,925,681
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,116,541
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,304,244
Administrative expenses (other) incurred2011-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$17,028,478
Value of net assets at end of year (total assets less liabilities)2011-12-31$281,548,787
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$264,520,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$185,030,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$176,350,129
Interest on participant loans2011-12-31$736,626
Interest earned on other investments2011-12-31$2,324,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$73,877,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$67,965,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,316,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,037,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,586,503
Contract administrator fees2011-12-31$140,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$60,548,750
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,096,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,929,504
Expenses. Certain deemed distributions of participant loans2010-12-31$1,014,970
Value of total corrective distributions2010-12-31$4,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$34,896,084
Value of total assets at end of year2010-12-31$264,520,309
Value of total assets at beginning of year2010-12-31$220,067,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$147,287
Total interest from all sources2010-12-31$3,122,370
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,703,374
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,703,374
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$24,375,899
Participant contributions at end of year2010-12-31$17,087,729
Participant contributions at beginning of year2010-12-31$14,698,558
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,116,541
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,336,905
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,490,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$44,452,519
Value of net assets at end of year (total assets less liabilities)2010-12-31$264,520,309
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$220,067,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$176,350,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$139,769,509
Interest on participant loans2010-12-31$771,443
Interest earned on other investments2010-12-31$2,350,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$67,965,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$63,262,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$19,826,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,029,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,929,504
Contract administrator fees2010-12-31$147,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN

2014: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. LUKES EPISCOPAL HEALTH SYSTEM 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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