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LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 401k Plan overview

Plan NameLEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN
Plan identification number 001

LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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.
  • 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.
  • 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

LEHIGH VALLEY HEALTH NETWORK, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEHIGH VALLEY HEALTH NETWORK, INC.
Employer identification number (EIN):222458317
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012020-01-01
0012019-07-01
0012018-07-01
0012018-07-01
0012017-07-01
0012017-07-01
0012016-07-01LYNN TURNER
0012015-07-01LYNN TURNER
0012015-07-01LYNN TURNER
0012014-07-01DEBORAH A. PATRICK
0012013-07-01DEBORAH A. PATRICK
0012012-07-01DEBORAH PATRICK
0012011-07-01DEBORAH PATRICK
0012009-07-01
0012009-07-01MARY KAY GRIM

Plan Statistics for LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN

401k plan membership statisitcs for LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN

Measure Date Value
2022: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-06-301,417,697,390
Acturial value of plan assets2022-06-301,320,235,740
Funding target for retired participants and beneficiaries receiving payment2022-06-30551,099,162
Number of terminated vested participants2022-06-302,404
Fundng target for terminated vested participants2022-06-30123,144,756
Active participant vested funding target2022-06-30401,904,804
Number of active participants2022-06-304,191
Total funding liabilities for active participants2022-06-30405,996,726
Total participant count2022-06-3011,389
Total funding target for all participants2022-06-301,080,240,644
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30126,191,734
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-30126,191,734
Present value of excess contributions2022-06-3019,967,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3021,043,564
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-3015,000,000
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-30165,900,076
Total employer contributions2022-06-3028,680,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3026,439,617
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-308,472,182
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-3026,439,617
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0111,354
Total number of active participants reported on line 7a of the Form 55002021-07-013,821
Number of retired or separated participants receiving benefits2021-07-014,645
Number of other retired or separated participants entitled to future benefits2021-07-012,287
Total of all active and inactive participants2021-07-0110,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01382
Total participants2021-07-0111,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
Market value of plan assets2021-06-301,224,637,354
Acturial value of plan assets2021-06-301,241,918,230
Funding target for retired participants and beneficiaries receiving payment2021-06-30518,898,688
Number of terminated vested participants2021-06-302,334
Fundng target for terminated vested participants2021-06-30111,325,595
Active participant vested funding target2021-06-30440,988,688
Number of active participants2021-06-304,629
Total funding liabilities for active participants2021-06-30445,949,203
Total participant count2021-06-3011,535
Total funding target for all participants2021-06-301,076,173,486
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30127,935,679
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-30127,935,679
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-308,000,000
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-30126,191,734
Total employer contributions2021-06-3021,600,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3019,967,325
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3013,213,180
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-3019,967,325
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0111,500
Total number of active participants reported on line 7a of the Form 55002020-07-014,191
Number of retired or separated participants receiving benefits2020-07-014,486
Number of other retired or separated participants entitled to future benefits2020-07-012,308
Total of all active and inactive participants2020-07-0110,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01369
Total participants2020-07-0111,354
Market value of plan assets2020-06-301,221,866,949
Acturial value of plan assets2020-06-301,205,572,172
Funding target for retired participants and beneficiaries receiving payment2020-06-30481,983,483
Number of terminated vested participants2020-06-302,273
Fundng target for terminated vested participants2020-06-30102,189,302
Active participant vested funding target2020-06-30452,519,450
Number of active participants2020-06-305,023
Total funding liabilities for active participants2020-06-30454,865,251
Total participant count2020-06-3011,706
Total funding target for all participants2020-06-301,039,038,036
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30125,538,902
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-30125,538,902
Present value of excess contributions2020-06-3049,963,670
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3052,826,588
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-308,500,000
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-30127,935,679
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3014,230,221
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
Total participants, beginning-of-year2020-01-011,517
Total number of active participants reported on line 7a of the Form 55002020-01-01910
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01466
Total of all active and inactive participants2020-01-011,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,386
Number of participants with account balances2020-01-011,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0179
2019: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0111,670
Total number of active participants reported on line 7a of the Form 55002019-07-014,629
Number of retired or separated participants receiving benefits2019-07-014,276
Number of other retired or separated participants entitled to future benefits2019-07-012,239
Total of all active and inactive participants2019-07-0111,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01356
Total participants2019-07-0111,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
Market value of plan assets2019-06-301,125,236,233
Acturial value of plan assets2019-06-301,112,809,138
Funding target for retired participants and beneficiaries receiving payment2019-06-30408,871,956
Number of terminated vested participants2019-06-302,244
Fundng target for terminated vested participants2019-06-30106,837,798
Active participant vested funding target2019-06-30455,351,990
Number of active participants2019-06-305,457
Total funding liabilities for active participants2019-06-30459,038,712
Total participant count2019-06-3011,892
Total funding target for all participants2019-06-30974,748,466
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30137,627,540
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-30137,627,540
Present value of excess contributions2019-06-3018,134,474
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3019,213,475
Reductions in prefunding balances due to elections or deemed elections2019-06-3020,924,561
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30125,538,902
Total employer contributions2019-06-3030,390,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3027,938,878
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3012,521,770
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-3027,938,878
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0111,856
Total number of active participants reported on line 7a of the Form 55002018-07-015,023
Number of retired or separated participants receiving benefits2018-07-014,131
Number of other retired or separated participants entitled to future benefits2018-07-012,176
Total of all active and inactive participants2018-07-0111,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01340
Total participants2018-07-0111,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
Market value of plan assets2018-06-30954,654,993
Acturial value of plan assets2018-06-30940,679,811
Funding target for retired participants and beneficiaries receiving payment2018-06-30290,555,251
Number of terminated vested participants2018-06-302,080
Fundng target for terminated vested participants2018-06-30103,054,792
Active participant vested funding target2018-06-30410,982,380
Number of active participants2018-06-304,576
Total funding liabilities for active participants2018-06-30416,411,901
Total participant count2018-06-309,713
Total funding target for all participants2018-06-30810,021,944
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30102,742,929
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-30102,742,929
Present value of excess contributions2018-06-3029,008,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3030,792,727
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-302,577,451
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-30117,166,640
Total employer contributions2018-06-3020,850,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3019,113,804
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3013,858,727
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-301,338,520
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-301,338,520
Contributions allocatedtoward minimum required contributions for current year2018-06-3019,113,804
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-019,678
Total number of active participants reported on line 7a of the Form 55002017-07-015,457
Number of retired or separated participants receiving benefits2017-07-013,918
Number of other retired or separated participants entitled to future benefits2017-07-012,144
Total of all active and inactive participants2017-07-0111,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01337
Total participants2017-07-0111,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-30860,440,777
Acturial value of plan assets2017-06-30899,496,899
Funding target for retired participants and beneficiaries receiving payment2017-06-30257,723,221
Number of terminated vested participants2017-06-301,971
Fundng target for terminated vested participants2017-06-3087,757,784
Active participant vested funding target2017-06-30420,177,368
Number of active participants2017-06-304,936
Total funding liabilities for active participants2017-06-30426,857,395
Total participant count2017-06-309,773
Total funding target for all participants2017-06-30772,338,400
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30105,961,990
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-30105,961,990
Present value of excess contributions2017-06-3029,075,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3030,922,093
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-305,327,705
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30102,742,929
Total employer contributions2017-06-3031,721,400
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3029,008,692
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3024,244,446
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-3029,008,692
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-019,740
Total number of active participants reported on line 7a of the Form 55002016-07-014,576
Number of retired or separated participants receiving benefits2016-07-012,862
Number of other retired or separated participants entitled to future benefits2016-07-011,994
Total of all active and inactive participants2016-07-019,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01246
Total participants2016-07-019,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-019,796
Total number of active participants reported on line 7a of the Form 55002015-07-014,936
Number of retired or separated participants receiving benefits2015-07-012,690
Number of other retired or separated participants entitled to future benefits2015-07-011,885
Total of all active and inactive participants2015-07-019,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01229
Total participants2015-07-019,740
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017
2014: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-019,978
Total number of active participants reported on line 7a of the Form 55002014-07-015,284
Number of retired or separated participants receiving benefits2014-07-012,501
Number of other retired or separated participants entitled to future benefits2014-07-011,788
Total of all active and inactive participants2014-07-019,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01223
Total participants2014-07-019,796
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0111
2013: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0110,063
Total number of active participants reported on line 7a of the Form 55002013-07-015,144
Number of retired or separated participants receiving benefits2013-07-011,965
Number of other retired or separated participants entitled to future benefits2013-07-012,702
Total of all active and inactive participants2013-07-019,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01167
Total participants2013-07-019,978
Number of participants with account balances2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0131
2012: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0110,153
Total number of active participants reported on line 7a of the Form 55002012-07-015,520
Number of retired or separated participants receiving benefits2012-07-011,774
Number of other retired or separated participants entitled to future benefits2012-07-012,613
Total of all active and inactive participants2012-07-019,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01156
Total participants2012-07-0110,063
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0125
2011: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0110,132
Total number of active participants reported on line 7a of the Form 55002011-07-015,822
Number of retired or separated participants receiving benefits2011-07-011,557
Number of other retired or separated participants entitled to future benefits2011-07-012,582
Total of all active and inactive participants2011-07-019,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01153
Total participants2011-07-0110,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0126
2009: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0110,159
Total number of active participants reported on line 7a of the Form 55002009-07-016,194
Number of retired or separated participants receiving benefits2009-07-011,304
Number of other retired or separated participants entitled to future benefits2009-07-012,500
Total of all active and inactive participants2009-07-019,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-01123
Total participants2009-07-0110,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-01209

Financial Data on LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN

Measure Date Value
2022 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$22,106,657
Total unrealized appreciation/depreciation of assets2022-06-30$22,106,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$724,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$915,294
Total income from all sources (including contributions)2022-06-30$-157,131,858
Total loss/gain on sale of assets2022-06-30$-1,460,553
Total of all expenses incurred2022-06-30$64,652,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$59,118,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$28,680,000
Value of total assets at end of year2022-06-30$1,197,193,374
Value of total assets at beginning of year2022-06-30$1,419,169,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$5,534,726
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Assets. Real estate other than employer real property at end of year2022-06-30$64,235,545
Assets. Real estate other than employer real property at beginning of year2022-06-30$49,852,560
Administrative expenses professional fees incurred2022-06-30$1,634,770
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$84,168,741
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$109,199,446
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$34,032,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$245,800
Other income not declared elsewhere2022-06-30$3,589,492
Administrative expenses (other) incurred2022-06-30$2,316,202
Liabilities. Value of operating payables at end of year2022-06-30$724,339
Liabilities. Value of operating payables at beginning of year2022-06-30$915,294
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-221,784,790
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,196,469,035
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,418,253,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$36,896,843
Assets. partnership/joint venture interests at beginning of year2022-06-30$36,980,035
Investment advisory and management fees2022-06-30$1,583,754
Value of interest in common/collective trusts at end of year2022-06-30$931,491,117
Value of interest in common/collective trusts at beginning of year2022-06-30$1,166,608,666
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$17,688,628
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$34,682,612
Net investment gain/loss from pooled separate accounts2022-06-30$-212,211,674
Net gain/loss from 103.12 investment entities2022-06-30$2,164,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$28,680,000
Employer contributions (assets) at end of year2022-06-30$28,680,000
Employer contributions (assets) at beginning of year2022-06-30$21,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$59,118,206
Contract administrator fees2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$13,665,266
Aggregate carrying amount (costs) on sale of assets2022-06-30$15,125,819
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BAKER TILLY
Accountancy firm EIN2022-06-30390859910
2021 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$14,773,415
Total unrealized appreciation/depreciation of assets2021-06-30$14,773,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$915,294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$30,138,021
Total income from all sources (including contributions)2021-06-30$254,879,426
Total loss/gain on sale of assets2021-06-30$732,272
Total of all expenses incurred2021-06-30$61,835,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$54,438,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$21,600,000
Value of total assets at end of year2021-06-30$1,419,169,119
Value of total assets at beginning of year2021-06-30$1,255,347,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$7,396,913
Total interest from all sources2021-06-30$54,720
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Assets. Real estate other than employer real property at end of year2021-06-30$49,852,560
Assets. Real estate other than employer real property at beginning of year2021-06-30$46,291,010
Administrative expenses professional fees incurred2021-06-30$2,519,574
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$5,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Assets. Other investments not covered elsewhere at end of year2021-06-30$109,199,446
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$41,059,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$245,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$30,543,323
Assets. Loans (other than to participants) at end of year2021-06-30$0
Assets. Loans (other than to participants) at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$29,237,393
Other income not declared elsewhere2021-06-30$3,034,647
Administrative expenses (other) incurred2021-06-30$3,473,794
Liabilities. Value of operating payables at end of year2021-06-30$915,294
Liabilities. Value of operating payables at beginning of year2021-06-30$900,628
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$193,044,228
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,418,253,825
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,225,209,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$36,980,035
Assets. partnership/joint venture interests at beginning of year2021-06-30$37,195,831
Investment advisory and management fees2021-06-30$1,403,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$0
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$0
Interest earned on other investments2021-06-30$56,181
Value of interest in master investment trust accounts at end of year2021-06-30$0
Value of interest in master investment trust accounts at beginning of year2021-06-30$0
Value of interest in common/collective trusts at end of year2021-06-30$1,166,608,666
Value of interest in common/collective trusts at beginning of year2021-06-30$1,045,008,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$-1,461
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$34,682,612
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$30,079,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$0
Asset value of US Government securities at end of year2021-06-30$0
Asset value of US Government securities at beginning of year2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$111,245,259
Net investment gain or loss from common/collective trusts2021-06-30$97,776,195
Net gain/loss from 103.12 investment entities2021-06-30$5,662,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$0
Assets. Invements in employer securities at beginning of year2021-06-30$0
Assets. Value of employer real property at end of year2021-06-30$0
Assets. Value of employer real property at beginning of year2021-06-30$0
Contributions received in cash from employer2021-06-30$21,600,000
Employer contributions (assets) at end of year2021-06-30$21,600,000
Employer contributions (assets) at beginning of year2021-06-30$25,170,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$54,438,285
Asset. Corporate debt instrument preferred debt at end of year2021-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$0
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$9,480,385
Aggregate carrying amount (costs) on sale of assets2021-06-30$8,748,113
Liabilities. Value of acquisition indebtedness at end of year2021-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BAKER TILLY
Accountancy firm EIN2021-06-30390859910
2020 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,641,841
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,959,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,913,236
Expenses. Certain deemed distributions of participant loans2020-12-31$10,468
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,358,570
Value of total assets at end of year2020-12-31$79,030,522
Value of total assets at beginning of year2020-12-31$69,348,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,916
Total interest from all sources2020-12-31$43,489
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,941,259
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$2,941,259
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$2,670,210
Participant contributions at end of year2020-12-31$738,729
Participant contributions at beginning of year2020-12-31$829,285
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$82,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$177,497
Administrative expenses (other) incurred2020-12-31$35,916
Total non interest bearing cash at end of year2020-12-31$75
Total non interest bearing cash at beginning of year2020-12-31$270
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$9,682,221
Value of net assets at end of year (total assets less liabilities)2020-12-31$79,030,522
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,348,301
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$75,022,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$66,001,009
Interest on participant loans2020-12-31$43,445
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,233,420
Value of interest in common/collective trusts at beginning of year2020-12-31$2,464,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$35,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$15,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$15,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$44
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,072,571
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$48,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$606,030
Employer contributions (assets) at beginning of year2020-12-31$37,537
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,913,236
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
Unrealized appreciation/depreciation of real estate assets2020-06-30$1,205,594
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-1,136,076
Total unrealized appreciation/depreciation of assets2020-06-30$69,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$30,138,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$842,171
Total income from all sources (including contributions)2020-06-30$57,866,981
Total loss/gain on sale of assets2020-06-30$-2,578,508
Total of all expenses incurred2020-06-30$57,257,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$49,597,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$1,255,347,618
Value of total assets at beginning of year2020-06-30$1,225,442,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$7,660,686
Total interest from all sources2020-06-30$-1,865
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$235,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$180,113
Assets. Real estate other than employer real property at end of year2020-06-30$46,291,010
Assets. Real estate other than employer real property at beginning of year2020-06-30$45,215,970
Administrative expenses professional fees incurred2020-06-30$1,987,362
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$41,059,126
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$30,543,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$18,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$29,237,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$1,361,448
Administrative expenses (other) incurred2020-06-30$4,324,360
Liabilities. Value of operating payables at end of year2020-06-30$900,628
Liabilities. Value of operating payables at beginning of year2020-06-30$842,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$609,236
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,225,209,597
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,224,600,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$37,195,831
Assets. partnership/joint venture interests at beginning of year2020-06-30$131,845,461
Investment advisory and management fees2020-06-30$1,348,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$478,960,593
Value of interest in common/collective trusts at end of year2020-06-30$1,045,008,488
Value of interest in common/collective trusts at beginning of year2020-06-30$513,838,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$3,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$3,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$-1,865
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$30,079,840
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$8,089,513
Net investment gain or loss from common/collective trusts2020-06-30$55,571,487
Net gain/loss from 103.12 investment entities2020-06-30$-4,879,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at end of year2020-06-30$25,170,000
Employer contributions (assets) at beginning of year2020-06-30$55,560,000
Income. Dividends from common stock2020-06-30$55,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$49,597,059
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$233,155,857
Aggregate carrying amount (costs) on sale of assets2020-06-30$235,734,365
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30BAKER TILLY
Accountancy firm EIN2020-06-30390859910
2019 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$2,950,144
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$1,631,690
Total unrealized appreciation/depreciation of assets2019-06-30$4,581,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$842,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$18,993,150
Total income from all sources (including contributions)2019-06-30$151,591,212
Total loss/gain on sale of assets2019-06-30$2,347,120
Total of all expenses incurred2019-06-30$52,826,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$47,203,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$55,560,000
Value of total assets at end of year2019-06-30$1,225,442,532
Value of total assets at beginning of year2019-06-30$1,144,828,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,622,168
Total interest from all sources2019-06-30$5,210,877
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$14,808,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$14,808,335
Assets. Real estate other than employer real property at end of year2019-06-30$45,215,970
Assets. Real estate other than employer real property at beginning of year2019-06-30$42,431,530
Administrative expenses professional fees incurred2019-06-30$1,946,248
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-30$764,337
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$16,316,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$18,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$11,900,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$18,316,695
Other income not declared elsewhere2019-06-30$2,051,251
Administrative expenses (other) incurred2019-06-30$2,205,830
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$98,765,202
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,224,600,361
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,125,835,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$131,845,461
Assets. partnership/joint venture interests at beginning of year2019-06-30$183,545,136
Investment advisory and management fees2019-06-30$1,470,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$478,960,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$682,660,176
Interest earned on other investments2019-06-30$853,398
Income. Interest from US Government securities2019-06-30$180,585
Income. Interest from corporate debt instruments2019-06-30$4,169,446
Value of interest in common/collective trusts at end of year2019-06-30$513,838,522
Value of interest in common/collective trusts at beginning of year2019-06-30$4,962,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$3,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,295,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,295,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$7,448
Asset value of US Government securities at end of year2019-06-30$0
Asset value of US Government securities at beginning of year2019-06-30$27,165,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$16,227,352
Net investment gain or loss from common/collective trusts2019-06-30$50,804,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$55,560,000
Employer contributions (assets) at end of year2019-06-30$55,560,000
Employer contributions (assets) at beginning of year2019-06-30$20,850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$47,203,842
Asset. Corporate debt instrument preferred debt at end of year2019-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$80,491,171
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$72,445,108
Liabilities. Value of benefit claims payable at end of year2019-06-30$842,171
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$676,455
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$760,364,917
Aggregate carrying amount (costs) on sale of assets2019-06-30$758,017,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30BAKER TILLY
Accountancy firm EIN2019-06-30390859910
2018 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$3,165,461
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-4,434,311
Total unrealized appreciation/depreciation of assets2018-06-30$-1,268,850
Total transfer of assets to this plan2018-06-30$165,445,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$18,993,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$41,206,729
Total income from all sources (including contributions)2018-06-30$78,800,709
Total loss/gain on sale of assets2018-06-30$-665,202
Total of all expenses incurred2018-06-30$73,994,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$66,407,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$20,850,000
Value of total assets at end of year2018-06-30$1,144,828,309
Value of total assets at beginning of year2018-06-30$996,790,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$7,587,123
Total interest from all sources2018-06-30$8,014,426
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$16,642,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$16,642,299
Assets. Real estate other than employer real property at end of year2018-06-30$42,431,530
Assets. Real estate other than employer real property at beginning of year2018-06-30$39,424,150
Administrative expenses professional fees incurred2018-06-30$1,775,306
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$764,337
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$843,309
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$16,316,722
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$17,343,874
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$11,900,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$21,765,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$18,316,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$40,570,169
Other income not declared elsewhere2018-06-30$1,584,062
Administrative expenses (other) incurred2018-06-30$3,965,033
Liabilities. Value of operating payables at end of year2018-06-30$676,455
Liabilities. Value of operating payables at beginning of year2018-06-30$636,560
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,806,319
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,125,835,159
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$955,583,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$183,545,136
Assets. partnership/joint venture interests at beginning of year2018-06-30$159,703,088
Investment advisory and management fees2018-06-30$1,846,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$682,660,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$577,664,267
Interest earned on other investments2018-06-30$1,526,051
Income. Interest from US Government securities2018-06-30$431,747
Income. Interest from corporate debt instruments2018-06-30$6,052,849
Value of interest in common/collective trusts at end of year2018-06-30$4,962,054
Value of interest in common/collective trusts at beginning of year2018-06-30$2,071,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,295,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,706,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,706,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$3,779
Asset value of US Government securities at end of year2018-06-30$27,165,882
Asset value of US Government securities at beginning of year2018-06-30$31,007,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$33,551,628
Net investment gain or loss from common/collective trusts2018-06-30$92,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$20,850,000
Employer contributions (assets) at end of year2018-06-30$20,850,000
Employer contributions (assets) at beginning of year2018-06-30$31,721,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$66,407,267
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$80,491,171
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$55,758,631
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$72,445,108
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$57,781,096
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$1,415,939,064
Aggregate carrying amount (costs) on sale of assets2018-06-30$1,416,604,266
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30BAKER TILLY
Accountancy firm EIN2018-06-30390859910
2017 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$2,641,916
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$9,553,219
Total unrealized appreciation/depreciation of assets2017-06-30$12,195,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$41,206,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$8,014,589
Total income from all sources (including contributions)2017-06-30$128,486,214
Total loss/gain on sale of assets2017-06-30$-9,389,751
Total of all expenses incurred2017-06-30$34,327,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$26,363,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$31,721,400
Value of total assets at end of year2017-06-30$996,790,397
Value of total assets at beginning of year2017-06-30$869,439,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7,963,782
Total interest from all sources2017-06-30$5,546,157
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$14,970,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$14,970,066
Assets. Real estate other than employer real property at end of year2017-06-30$39,424,150
Assets. Real estate other than employer real property at beginning of year2017-06-30$30,170,566
Administrative expenses professional fees incurred2017-06-30$1,032,169
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-06-30$843,309
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-06-30$74,637
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$17,343,874
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$3,198,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$21,765,549
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$4,091,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$40,570,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$7,427,755
Other income not declared elsewhere2017-06-30$2,025,478
Administrative expenses (other) incurred2017-06-30$5,760,891
Liabilities. Value of operating payables at end of year2017-06-30$636,560
Liabilities. Value of operating payables at beginning of year2017-06-30$586,834
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$6,510,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$94,159,091
Value of net assets at end of year (total assets less liabilities)2017-06-30$955,583,668
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$861,424,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$159,703,088
Assets. partnership/joint venture interests at beginning of year2017-06-30$151,588,717
Investment advisory and management fees2017-06-30$1,170,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$577,664,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$473,719,136
Interest earned on other investments2017-06-30$527,278
Income. Interest from US Government securities2017-06-30$1,528,498
Income. Interest from corporate debt instruments2017-06-30$3,479,139
Value of interest in common/collective trusts at end of year2017-06-30$2,071,234
Value of interest in common/collective trusts at beginning of year2017-06-30$2,420,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,706,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$6,489,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$6,489,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$11,242
Asset value of US Government securities at end of year2017-06-30$31,007,162
Asset value of US Government securities at beginning of year2017-06-30$96,860,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$71,416,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$31,721,400
Employer contributions (assets) at end of year2017-06-30$31,721,400
Employer contributions (assets) at beginning of year2017-06-30$32,826,606
Income. Dividends from preferred stock2017-06-30$881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$26,363,341
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$55,758,631
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$27,519,070
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$57,781,096
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$33,970,191
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$828,357,105
Aggregate carrying amount (costs) on sale of assets2017-06-30$837,746,856
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30BAKER TILLY
Accountancy firm EIN2017-06-30390859910
2016 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$1,451,028
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$11,182,247
Total unrealized appreciation/depreciation of assets2016-06-30$12,633,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$8,014,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$5,611,040
Total income from all sources (including contributions)2016-06-30$91,717,473
Total loss/gain on sale of assets2016-06-30$9,486,700
Total of all expenses incurred2016-06-30$26,669,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$22,893,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$74,849,384
Value of total assets at end of year2016-06-30$869,439,166
Value of total assets at beginning of year2016-06-30$801,987,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,775,767
Total interest from all sources2016-06-30$5,440,111
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$13,579,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$13,508,075
Assets. Real estate other than employer real property at end of year2016-06-30$30,170,566
Assets. Real estate other than employer real property at beginning of year2016-06-30$11,807,586
Administrative expenses professional fees incurred2016-06-30$18,175
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-06-30$74,637
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-06-30$372,556
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$3,198,339
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$5,035,816
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$42,022,778
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$4,091,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$4,522,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$7,427,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$4,952,607
Other income not declared elsewhere2016-06-30$1,458,553
Administrative expenses (other) incurred2016-06-30$3,140,121
Liabilities. Value of operating payables at end of year2016-06-30$586,834
Liabilities. Value of operating payables at beginning of year2016-06-30$658,433
Total non interest bearing cash at end of year2016-06-30$6,510,306
Total non interest bearing cash at beginning of year2016-06-30$50,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$65,048,082
Value of net assets at end of year (total assets less liabilities)2016-06-30$861,424,577
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$796,376,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$151,588,717
Assets. partnership/joint venture interests at beginning of year2016-06-30$140,844,112
Investment advisory and management fees2016-06-30$617,471
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$473,719,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$446,648,125
Interest earned on other investments2016-06-30$474,335
Income. Interest from US Government securities2016-06-30$2,181,959
Income. Interest from corporate debt instruments2016-06-30$2,773,328
Value of interest in common/collective trusts at end of year2016-06-30$2,420,481
Value of interest in common/collective trusts at beginning of year2016-06-30$8,040,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$6,489,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$2,702,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$2,702,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$10,489
Asset value of US Government securities at end of year2016-06-30$96,860,156
Asset value of US Government securities at beginning of year2016-06-30$75,388,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-25,737,066
Net investment gain or loss from common/collective trusts2016-06-30$7,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$32,826,606
Employer contributions (assets) at end of year2016-06-30$32,826,606
Employer contributions (assets) at beginning of year2016-06-30$38,000,000
Income. Dividends from common stock2016-06-30$71,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$22,893,624
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$27,519,070
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$28,969,159
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$33,970,191
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$27,760,120
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$11,845,629
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$233,558,566
Aggregate carrying amount (costs) on sale of assets2016-06-30$224,071,866
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30FRANCE, ANDERSON, BASILE & CO. P.C.
Accountancy firm EIN2016-06-30232745511
2015 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-4,696,317
Total unrealized appreciation/depreciation of assets2015-06-30$-4,696,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$5,611,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$4,954,133
Total income from all sources (including contributions)2015-06-30$52,985,052
Total loss/gain on sale of assets2015-06-30$11,097,728
Total of all expenses incurred2015-06-30$72,255,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$69,133,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$38,000,000
Value of total assets at end of year2015-06-30$801,987,535
Value of total assets at beginning of year2015-06-30$820,600,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,121,643
Total interest from all sources2015-06-30$5,798,327
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$15,573,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$14,601,298
Assets. Real estate other than employer real property at end of year2015-06-30$11,807,586
Assets. Real estate other than employer real property at beginning of year2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$17,650
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-06-30$372,556
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-06-30$173,400
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$5,035,816
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$7,575,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$4,522,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$4,131,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$4,952,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$4,547,708
Other income not declared elsewhere2015-06-30$638,091
Administrative expenses (other) incurred2015-06-30$2,338,429
Liabilities. Value of operating payables at end of year2015-06-30$658,433
Liabilities. Value of operating payables at beginning of year2015-06-30$406,425
Total non interest bearing cash at end of year2015-06-30$50,343
Total non interest bearing cash at beginning of year2015-06-30$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-19,270,113
Value of net assets at end of year (total assets less liabilities)2015-06-30$796,376,495
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$815,646,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$140,844,112
Assets. partnership/joint venture interests at beginning of year2015-06-30$62,678,051
Investment advisory and management fees2015-06-30$765,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$446,648,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$487,325,197
Interest earned on other investments2015-06-30$667,431
Income. Interest from US Government securities2015-06-30$2,166,939
Income. Interest from corporate debt instruments2015-06-30$2,964,070
Value of interest in common/collective trusts at end of year2015-06-30$8,040,208
Value of interest in common/collective trusts at beginning of year2015-06-30$30,300,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$2,702,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$408,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$408,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$-113
Asset value of US Government securities at end of year2015-06-30$75,388,544
Asset value of US Government securities at beginning of year2015-06-30$68,234,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-14,108,992
Net investment gain or loss from common/collective trusts2015-06-30$682,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$38,000,000
Employer contributions (assets) at end of year2015-06-30$38,000,000
Employer contributions (assets) at beginning of year2015-06-30$54,856,309
Income. Dividends from common stock2015-06-30$972,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$69,133,522
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$28,969,159
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$40,396,273
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$27,760,120
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$32,047,062
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$11,845,629
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$32,473,120
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$536,597,810
Aggregate carrying amount (costs) on sale of assets2015-06-30$525,500,082
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30FRANCE, ANDERSON, BASILE & CO. P.C.
Accountancy firm EIN2015-06-30232745511
2014 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$7,545,857
Total unrealized appreciation/depreciation of assets2014-06-30$7,545,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$4,954,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$5,045,463
Total income from all sources (including contributions)2014-06-30$174,863,688
Total loss/gain on sale of assets2014-06-30$15,460,042
Total of all expenses incurred2014-06-30$18,495,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$15,827,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$54,856,309
Value of total assets at end of year2014-06-30$820,600,741
Value of total assets at beginning of year2014-06-30$664,323,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,667,756
Total interest from all sources2014-06-30$4,019,708
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$10,558,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$9,515,226
Administrative expenses professional fees incurred2014-06-30$17,650
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$173,400
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$3,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$7,575,773
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$4,105,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$4,131,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$3,879,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$4,547,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$4,688,784
Other income not declared elsewhere2014-06-30$-9,897
Administrative expenses (other) incurred2014-06-30$2,165,186
Liabilities. Value of operating payables at end of year2014-06-30$406,425
Liabilities. Value of operating payables at beginning of year2014-06-30$356,679
Total non interest bearing cash at end of year2014-06-30$20
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$156,368,216
Value of net assets at end of year (total assets less liabilities)2014-06-30$815,646,608
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$659,278,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$62,678,051
Assets. partnership/joint venture interests at beginning of year2014-06-30$57,099,456
Investment advisory and management fees2014-06-30$484,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$487,325,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$323,350,755
Interest earned on other investments2014-06-30$96,770
Income. Interest from US Government securities2014-06-30$1,525,821
Income. Interest from corporate debt instruments2014-06-30$2,397,083
Value of interest in common/collective trusts at end of year2014-06-30$30,300,673
Value of interest in common/collective trusts at beginning of year2014-06-30$27,703,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$408,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$140,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$140,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$34
Asset value of US Government securities at end of year2014-06-30$68,234,591
Asset value of US Government securities at beginning of year2014-06-30$120,388,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$80,320,959
Net investment gain or loss from common/collective trusts2014-06-30$2,112,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$54,856,309
Employer contributions (assets) at end of year2014-06-30$54,856,309
Employer contributions (assets) at beginning of year2014-06-30$56,791,554
Income. Dividends from common stock2014-06-30$1,043,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$15,827,716
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$40,396,273
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$38,417,452
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$32,047,062
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$3,931,277
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$32,473,120
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$28,516,213
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$541,035,313
Aggregate carrying amount (costs) on sale of assets2014-06-30$525,575,271
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30FRANCE, ANDERSON, BASIL & CO. P.C.
Accountancy firm EIN2014-06-30232745511
2013 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-16,346,586
Total unrealized appreciation/depreciation of assets2013-06-30$-16,346,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$5,045,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$579,474
Total income from all sources (including contributions)2013-06-30$97,655,941
Total loss/gain on sale of assets2013-06-30$-4,919,016
Total of all expenses incurred2013-06-30$15,387,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$13,505,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$56,791,554
Value of total assets at end of year2013-06-30$664,323,855
Value of total assets at beginning of year2013-06-30$577,589,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,881,984
Total interest from all sources2013-06-30$3,354,567
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$8,814,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$7,916,648
Administrative expenses professional fees incurred2013-06-30$17,250
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$4,105,219
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$4,843,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$3,879,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$2,110,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$4,688,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$336,729
Administrative expenses (other) incurred2013-06-30$1,425,077
Liabilities. Value of operating payables at end of year2013-06-30$356,679
Liabilities. Value of operating payables at beginning of year2013-06-30$242,745
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$193,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$82,268,274
Value of net assets at end of year (total assets less liabilities)2013-06-30$659,278,392
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$577,010,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$57,099,456
Assets. partnership/joint venture interests at beginning of year2013-06-30$58,625,789
Investment advisory and management fees2013-06-30$439,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$323,350,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$277,564,997
Interest earned on other investments2013-06-30$217,309
Income. Interest from US Government securities2013-06-30$1,307,981
Income. Interest from corporate debt instruments2013-06-30$1,847,450
Value of interest in common/collective trusts at end of year2013-06-30$27,703,532
Value of interest in common/collective trusts at beginning of year2013-06-30$14,403,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$140,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$-18,173
Asset value of US Government securities at end of year2013-06-30$120,388,232
Asset value of US Government securities at beginning of year2013-06-30$96,262,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$48,049,558
Net investment gain or loss from common/collective trusts2013-06-30$1,911,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$56,791,554
Employer contributions (assets) at end of year2013-06-30$56,791,554
Employer contributions (assets) at beginning of year2013-06-30$57,636,310
Income. Dividends from common stock2013-06-30$897,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$13,505,683
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$38,417,452
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$32,848,936
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$3,931,277
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$6,998,446
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$28,516,213
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$26,099,509
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$301,096,662
Aggregate carrying amount (costs) on sale of assets2013-06-30$306,015,678
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30FRANCE, ANDERSON, BASILE & COMPANY
Accountancy firm EIN2013-06-30232745511
2012 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$15,955,025
Total unrealized appreciation/depreciation of assets2012-06-30$15,955,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$579,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$27,557,918
Total income from all sources (including contributions)2012-06-30$130,535,569
Total loss/gain on sale of assets2012-06-30$27,136,133
Total of all expenses incurred2012-06-30$13,599,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$11,520,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$81,793,270
Value of total assets at end of year2012-06-30$577,589,592
Value of total assets at beginning of year2012-06-30$487,631,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,078,622
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$3,580,953
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$6,169,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$5,572,451
Administrative expenses professional fees incurred2012-06-30$16,900
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$4,843,861
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$2,710,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$2,110,771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$28,194,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$336,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$27,383,345
Administrative expenses (other) incurred2012-06-30$1,686,533
Liabilities. Value of operating payables at end of year2012-06-30$242,745
Liabilities. Value of operating payables at beginning of year2012-06-30$174,573
Total non interest bearing cash at end of year2012-06-30$193,578
Total non interest bearing cash at beginning of year2012-06-30$175,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$116,936,561
Value of net assets at end of year (total assets less liabilities)2012-06-30$577,010,118
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$460,073,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$58,625,789
Assets. partnership/joint venture interests at beginning of year2012-06-30$56,823,206
Investment advisory and management fees2012-06-30$375,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$277,564,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$244,731,247
Interest on participant loans2012-06-30$0
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$538,374
Income. Interest from US Government securities2012-06-30$1,201,169
Income. Interest from corporate debt instruments2012-06-30$1,841,496
Value of interest in common/collective trusts at end of year2012-06-30$14,403,518
Value of interest in common/collective trusts at beginning of year2012-06-30$4,682,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$8,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$8,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$-86
Asset value of US Government securities at end of year2012-06-30$96,262,624
Asset value of US Government securities at beginning of year2012-06-30$71,061,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-4,104,364
Net investment gain or loss from common/collective trusts2012-06-30$4,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$81,793,270
Employer contributions (assets) at end of year2012-06-30$57,636,310
Employer contributions (assets) at beginning of year2012-06-30$37,177,753
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$597,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$11,520,386
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$32,848,936
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$26,717,721
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$6,998,446
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$3,271,670
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$26,099,509
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$12,077,169
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$249,083,159
Aggregate carrying amount (costs) on sale of assets2012-06-30$221,947,026
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30FRANCE, ANDERSON, BASILE & COMPANY
Accountancy firm EIN2012-06-30232745511
2011 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$11,165,401
Total unrealized appreciation/depreciation of assets2011-06-30$11,165,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$27,557,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$329,821
Total income from all sources (including contributions)2011-06-30$120,343,271
Total loss/gain on sale of assets2011-06-30$-4,721,584
Total of all expenses incurred2011-06-30$12,002,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$10,026,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$51,571,012
Value of total assets at end of year2011-06-30$487,631,475
Value of total assets at beginning of year2011-06-30$352,062,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,976,295
Total interest from all sources2011-06-30$3,307,091
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$4,076,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$3,712,873
Administrative expenses professional fees incurred2011-06-30$16,500
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$124,972
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$2,710,954
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$154,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$28,194,269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$1,121,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$27,383,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$166,757
Other income not declared elsewhere2011-06-30$548
Administrative expenses (other) incurred2011-06-30$1,673,053
Liabilities. Value of operating payables at end of year2011-06-30$174,573
Liabilities. Value of operating payables at beginning of year2011-06-30$163,064
Total non interest bearing cash at end of year2011-06-30$175,811
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$108,340,899
Value of net assets at end of year (total assets less liabilities)2011-06-30$460,073,557
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$351,732,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$56,823,206
Assets. partnership/joint venture interests at beginning of year2011-06-30$42,300,170
Investment advisory and management fees2011-06-30$286,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$244,731,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$166,559,284
Interest earned on other investments2011-06-30$282,393
Income. Interest from US Government securities2011-06-30$1,329,310
Income. Interest from corporate debt instruments2011-06-30$1,695,591
Value of interest in common/collective trusts at end of year2011-06-30$4,682,376
Value of interest in common/collective trusts at beginning of year2011-06-30$1,777,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$8,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$487,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$487,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$-203
Asset value of US Government securities at end of year2011-06-30$71,061,011
Asset value of US Government securities at beginning of year2011-06-30$80,723,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$54,940,780
Net investment gain or loss from common/collective trusts2011-06-30$3,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$51,571,012
Employer contributions (assets) at end of year2011-06-30$37,177,753
Employer contributions (assets) at beginning of year2011-06-30$5,500,691
Income. Dividends from common stock2011-06-30$363,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$10,026,077
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$26,717,721
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$30,595,517
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$3,271,670
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$4,403,307
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$12,077,169
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$18,313,695
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$228,562,329
Aggregate carrying amount (costs) on sale of assets2011-06-30$233,283,913
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30FRANCE, ANDERSON, BASILE & COMPANY
Accountancy firm EIN2011-06-30232745511
2010 : LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN

2021: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
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: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: LEHIGH VALLEY HEALTH NETWORK, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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