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LUTHERAN MEDICAL CENTER 401(K) PLAN 401k Plan overview

Plan NameLUTHERAN MEDICAL CENTER 401(K) PLAN
Plan identification number 005

LUTHERAN MEDICAL CENTER 401(K) PLAN Benefits

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

401k Sponsoring company profile

LUTHERAN MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:LUTHERAN MEDICAL CENTER
Employer identification number (EIN):111839567
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHERAN MEDICAL CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052014-01-01FRANK SCHEETS
0052013-01-01FRANK SCHEETS FRANK SCHEETS2014-10-03
0052012-01-01FRANK SCHEETS FRANK SCHEETS2013-10-02
0052011-01-01FRANK SCHEETS
0052010-01-01FRANK SCHEETS
0052009-01-01FRANK SCHEETS
0052009-01-01FRANK SCHEETS
0052008-01-01FRANK SCHEETS
0052007-01-01FRANK SCHEETS

Plan Statistics for LUTHERAN MEDICAL CENTER 401(K) PLAN

401k plan membership statisitcs for LUTHERAN MEDICAL CENTER 401(K) PLAN

Measure Date Value
2014: LUTHERAN MEDICAL CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,732
Total number of active participants reported on line 7a of the Form 55002014-01-011,676
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,143
Total of all active and inactive participants2014-01-012,819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,819
Number of participants with account balances2014-01-012,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0192
2013: LUTHERAN MEDICAL CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,136
Total number of active participants reported on line 7a of the Form 55002013-01-011,852
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,260
Total of all active and inactive participants2013-01-014,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,112
Number of participants with account balances2013-01-013,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0176
2012: LUTHERAN MEDICAL CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,116
Total number of active participants reported on line 7a of the Form 55002012-01-011,603
Number of other retired or separated participants entitled to future benefits2012-01-011,995
Total of all active and inactive participants2012-01-013,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,598
Number of participants with account balances2012-01-013,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01213
2011: LUTHERAN MEDICAL CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,328
Total number of active participants reported on line 7a of the Form 55002011-01-014,233
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01877
Total of all active and inactive participants2011-01-015,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,116
Number of participants with account balances2011-01-014,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01149
2010: LUTHERAN MEDICAL CENTER 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,804
Total number of active participants reported on line 7a of the Form 55002010-01-012,048
Number of retired or separated participants receiving benefits2010-01-01239
Number of other retired or separated participants entitled to future benefits2010-01-011,732
Total of all active and inactive participants2010-01-014,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,019
Number of participants with account balances2010-01-013,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01343
2009: LUTHERAN MEDICAL CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,533
Total number of active participants reported on line 7a of the Form 55002009-01-012,185
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-011,617
Total of all active and inactive participants2009-01-013,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,804
Number of participants with account balances2009-01-013,501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01302
2008: LUTHERAN MEDICAL CENTER 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-012,783
Total number of active participants reported on line 7a of the Form 55002008-01-012,255
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-01648
Total of all active and inactive participants2008-01-012,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-013
Total participants2008-01-012,906
Number of participants with account balances2008-01-012,906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0191
2007: LUTHERAN MEDICAL CENTER 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-012,123
Total number of active participants reported on line 7a of the Form 55002007-01-012,193
Number of retired or separated participants receiving benefits2007-01-011
Number of other retired or separated participants entitled to future benefits2007-01-01588
Total of all active and inactive participants2007-01-012,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-011
Total participants2007-01-012,783
Number of participants with account balances2007-01-012,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-01135

Financial Data on LUTHERAN MEDICAL CENTER 401(K) PLAN

Measure Date Value
2014 : LUTHERAN MEDICAL CENTER 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$22,774,480
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,841,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,698,706
Expenses. Certain deemed distributions of participant loans2014-12-31$107,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,858,437
Value of total assets at end of year2014-12-31$161,387,408
Value of total assets at beginning of year2014-12-31$150,454,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,919
Total interest from all sources2014-12-31$1,244,994
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,403,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,403,206
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$7,097,266
Participant contributions at end of year2014-12-31$1,183,621
Participant contributions at beginning of year2014-12-31$1,291,932
Participant contributions at beginning of year2014-12-31$1,046,562
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,160,799
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$10,932,924
Value of net assets at end of year (total assets less liabilities)2014-12-31$161,387,408
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$150,454,484
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$121,696,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$110,219,123
Interest on participant loans2014-12-31$52,516
Interest earned on other investments2014-12-31$1,192,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$38,507,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$37,896,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,267,843
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$3,600,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,698,706
Contract administrator fees2014-12-31$34,919
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
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 name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : LUTHERAN MEDICAL CENTER 401(K) 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$35,609,291
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,531,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,510,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,646,093
Value of total assets at end of year2013-12-31$150,454,484
Value of total assets at beginning of year2013-12-31$125,377,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,874
Total interest from all sources2013-12-31$1,228,484
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,650,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,650,885
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$6,770,925
Participant contributions at end of year2013-12-31$1,291,932
Participant contributions at beginning of year2013-12-31$1,222,714
Participant contributions at end of year2013-12-31$1,046,562
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,381,312
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$25,077,426
Value of net assets at end of year (total assets less liabilities)2013-12-31$150,454,484
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$125,377,058
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$110,219,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$86,548,832
Interest on participant loans2013-12-31$57,067
Interest earned on other investments2013-12-31$1,171,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$37,896,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$37,605,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,083,829
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$5,493,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,510,991
Contract administrator fees2013-12-31$20,874
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 name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : LUTHERAN MEDICAL CENTER 401(K) 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$23,667,794
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,101,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,879,503
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,022,704
Value of total assets at end of year2012-12-31$125,377,058
Value of total assets at beginning of year2012-12-31$120,811,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$222,266
Total interest from all sources2012-12-31$1,201,494
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,812,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,812,191
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,994,549
Participant contributions at end of year2012-12-31$1,222,714
Participant contributions at beginning of year2012-12-31$1,908,439
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$110
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,161,559
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$4,566,025
Value of net assets at end of year (total assets less liabilities)2012-12-31$125,377,058
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$120,811,033
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
Investment advisory and management fees2012-12-31$222,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$86,548,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$79,525,421
Interest on participant loans2012-12-31$66,415
Interest earned on other investments2012-12-31$1,135,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$37,605,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$39,377,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,631,405
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$3,866,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,879,503
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 name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : LUTHERAN MEDICAL CENTER 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$13,620,409
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,053,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,720,761
Expenses. Certain deemed distributions of participant loans2011-12-31$94,410
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,016,735
Value of total assets at end of year2011-12-31$120,811,033
Value of total assets at beginning of year2011-12-31$114,243,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$238,029
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$1,160,310
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,621,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,621,298
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$7,978,237
Participant contributions at end of year2011-12-31$1,908,439
Participant contributions at beginning of year2011-12-31$1,434,772
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$110
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$110
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$640,863
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$179,131
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$6,567,209
Value of net assets at end of year (total assets less liabilities)2011-12-31$120,811,033
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$114,243,824
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$79,525,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$76,311,196
Interest on participant loans2011-12-31$64,093
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$1,096,217
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$39,377,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$36,169,866
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,357,065
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$5,397,635
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$327,880
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,720,761
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$238,029
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : LUTHERAN MEDICAL CENTER 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$26,431,037
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,240,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,614,450
Expenses. Certain deemed distributions of participant loans2010-12-31$96,948
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,984,061
Value of total assets at end of year2010-12-31$113,915,944
Value of total assets at beginning of year2010-12-31$91,725,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$529,110
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$1,200,326
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,335,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,335,418
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$7,512,040
Participant contributions at end of year2010-12-31$1,434,772
Participant contributions at beginning of year2010-12-31$1,360,262
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$68,022
Assets. Other investments not covered elsewhere at end of year2010-12-31$110
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$442,809
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$55,452
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$22,190,529
Value of net assets at end of year (total assets less liabilities)2010-12-31$113,915,944
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$91,725,415
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$76,311,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$57,058,286
Interest on participant loans2010-12-31$63,429
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$1,136,897
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$36,169,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$32,789,532
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,911,232
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$8,029,212
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$393,861
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,614,450
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$529,110
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31CARON & BLETZER, PPLC
Accountancy firm EIN2010-12-31043499945
2009 : LUTHERAN MEDICAL CENTER 401(K) 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 LUTHERAN MEDICAL CENTER 401(K) PLAN

2014: LUTHERAN MEDICAL CENTER 401(K) 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 filingNo
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: LUTHERAN MEDICAL CENTER 401(K) 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: LUTHERAN MEDICAL CENTER 401(K) 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: LUTHERAN MEDICAL CENTER 401(K) 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: LUTHERAN MEDICAL CENTER 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: LUTHERAN MEDICAL CENTER 401(K) 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
2008: LUTHERAN MEDICAL CENTER 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: LUTHERAN MEDICAL CENTER 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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