401k Plan data: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN plan

THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN
Plan identification number	006

THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THOMAS JEFFERSON UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: THOMAS JEFFERSON UNIVERSITY

Employer identification number (EIN): 231352651

NAIC Classification: 611000

Additional information about THOMAS JEFFERSON UNIVERSITY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2199968

More information about THOMAS JEFFERSON UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2015-01-01 JOANN PIECHOWSKI
006 2014-07-01 JOANN PIECHOWSKI JOANN PIECHOWSKI 2015-10-14
006 2013-07-01 BARBARA LITTLE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
006	2015-01-01	JOANN PIECHOWSKI
006	2014-07-01	JOANN PIECHOWSKI	JOANN PIECHOWSKI	2015-10-14
006	2013-07-01	BARBARA LITTLE

Plan Statistics for THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN

Measure Date Value
2015: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5,492
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 5,547
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 2,160
Number of retired or separated participants receiving benefits 2014-07-01 1,107
Number of other retired or separated participants entitled to future benefits 2014-07-01 2,128
Total of all active and inactive participants 2014-07-01 5,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 97
Total participants 2014-07-01 5,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
2013: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 5,589
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 2,241
Number of retired or separated participants receiving benefits 2013-07-01 1,065
Number of other retired or separated participants entitled to future benefits 2013-07-01 2,159
Total of all active and inactive participants 2013-07-01 5,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 98
Total participants 2013-07-01 5,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 4

Measure	Date	Value
2015: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5,492
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	5,547
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	2,160
Number of retired or separated participants receiving benefits	2014-07-01	1,107
Number of other retired or separated participants entitled to future benefits	2014-07-01	2,128
Total of all active and inactive participants	2014-07-01	5,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	97
Total participants	2014-07-01	5,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
2013: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	5,589
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	2,241
Number of retired or separated participants receiving benefits	2013-07-01	1,065
Number of other retired or separated participants entitled to future benefits	2013-07-01	2,159
Total of all active and inactive participants	2013-07-01	5,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	98
Total participants	2013-07-01	5,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	4

Financial Data on THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN

Measure	Date	Value
2015 : THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$311,428,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$311,428,935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$-380,127
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$10,902,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$10,902,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,000,000
Value of total assets at end of year	2015-12-31	$311,428,935
Value of total assets at beginning of year	2015-12-31	$322,711,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$2,522
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$311,428,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-11,282,167
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$322,711,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in master investment trust accounts at end of year	2015-12-31	$310,874,934
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$296,968,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$554,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$553,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$553,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$5,000,000
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$25,188,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$10,902,040
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2015-12-31	222428965
2014 : THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$22,227,960
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,954,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,954,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$15,125,584
Value of total assets at end of year	2014-12-31	$322,711,102
Value of total assets at beginning of year	2014-12-31	$305,437,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$27
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$17,273,686
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$322,711,102
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$305,437,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in master investment trust accounts at end of year	2014-12-31	$296,968,781
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$285,510,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$553,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$553,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$553,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$27
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$15,125,584
Employer contributions (assets) at end of year	2014-12-31	$25,188,376
Employer contributions (assets) at beginning of year	2014-12-31	$19,372,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,954,274
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2014-12-31	222428965
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$51,754,084
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$9,135,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$9,135,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$19,372,655
Value of total assets at end of year	2014-06-30	$305,437,416
Value of total assets at beginning of year	2014-06-30	$262,818,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$67
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$42,618,705
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$305,437,416
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$262,818,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in master investment trust accounts at end of year	2014-06-30	$285,510,843
Value of interest in master investment trust accounts at beginning of year	2014-06-30	$241,240,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$553,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$553,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$553,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$67
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$19,372,655
Employer contributions (assets) at end of year	2014-06-30	$19,372,655
Employer contributions (assets) at beginning of year	2014-06-30	$21,024,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$9,135,379
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN	2014-06-30	222428965

Form 5500 Responses for THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN

2015: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THOMAS JEFFERSON UNIVERSITY
Employer identification number (EIN):	231352651
NAIC Classification:	611000

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2199968