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PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 401k Plan overview

Plan NamePENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES
Plan identification number 002

PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

KEYSTONE MERCY HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name:KEYSTONE MERCY HEALTH PLAN
Employer identification number (EIN):232842344
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01KAREN A. SCHLENNER KAREN A. SCHLENNER2013-10-15
0022011-01-01KAREN A. SCHLENNER
0022010-01-01KAREN A. SCHLENNER KAREN A. SCHLENNER2011-10-14
0022009-01-01KAREN A. SCHLENNER KAREN A. SCHLENNER2010-10-14

Plan Statistics for PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES

401k plan membership statisitcs for PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES

Measure Date Value
2012: PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2012 401k membership
Total participants, beginning-of-year2012-01-013,054
Total number of active participants reported on line 7a of the Form 55002012-01-012,188
Number of retired or separated participants receiving benefits2012-01-0179
Number of other retired or separated participants entitled to future benefits2012-01-011,099
Total of all active and inactive participants2012-01-013,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0146
2011: PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2011 401k membership
Total participants, beginning-of-year2011-01-012,942
Total number of active participants reported on line 7a of the Form 55002011-01-011,982
Number of retired or separated participants receiving benefits2011-01-0159
Number of other retired or separated participants entitled to future benefits2011-01-011,010
Total of all active and inactive participants2011-01-013,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-013,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0190
2010: PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2010 401k membership
Total participants, beginning-of-year2010-01-012,778
Total number of active participants reported on line 7a of the Form 55002010-01-012,176
Number of retired or separated participants receiving benefits2010-01-0144
Number of other retired or separated participants entitled to future benefits2010-01-01722
Total of all active and inactive participants2010-01-012,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,942
Number of participants with account balances2010-01-010
2009: PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2009 401k membership
Total participants, beginning-of-year2009-01-012,309
Total number of active participants reported on line 7a of the Form 55002009-01-012,165
Number of retired or separated participants receiving benefits2009-01-0138
Number of other retired or separated participants entitled to future benefits2009-01-01585
Total of all active and inactive participants2009-01-012,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,788
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0193

Financial Data on PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES

Measure Date Value
2012 : PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,920,960
Total unrealized appreciation/depreciation of assets2012-12-31$1,920,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$131,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$76,436
Total income from all sources (including contributions)2012-12-31$8,483,751
Total loss/gain on sale of assets2012-12-31$774,815
Total of all expenses incurred2012-12-31$667,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$397,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,755,000
Value of total assets at end of year2012-12-31$53,147,627
Value of total assets at beginning of year2012-12-31$45,276,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$270,387
Total interest from all sources2012-12-31$28,891
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,516,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,334,885
Administrative expenses professional fees incurred2012-12-31$111,087
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,480,105
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,995,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$63,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$43,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$53,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$48,722
Liabilities. Value of operating payables at end of year2012-12-31$78,518
Liabilities. Value of operating payables at beginning of year2012-12-31$27,714
Total non interest bearing cash at end of year2012-12-31$45,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,816,242
Value of net assets at end of year (total assets less liabilities)2012-12-31$53,015,807
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$45,199,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$141,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,821,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,262,860
Value of interest in pooled separate accounts at end of year2012-12-31$1,734,493
Interest earned on other investments2012-12-31$28,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$138,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$138,798
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$2,097,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,597,867
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,135,595
Net investment gain/loss from pooled separate accounts2012-12-31$137,616
Net gain/loss from 103.12 investment entities2012-12-31$214,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,755,000
Income. Dividends from common stock2012-12-31$181,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$397,122
Contract administrator fees2012-12-31$17,368
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,905,229
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$7,237,685
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$15,225,027
Aggregate carrying amount (costs) on sale of assets2012-12-31$14,450,212
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-412,740
Total unrealized appreciation/depreciation of assets2011-12-31$-412,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$76,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$100,927
Total income from all sources (including contributions)2011-12-31$3,774,495
Total loss/gain on sale of assets2011-12-31$381,845
Total of all expenses incurred2011-12-31$684,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$383,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,460,000
Value of total assets at end of year2011-12-31$45,276,001
Value of total assets at beginning of year2011-12-31$42,210,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$301,324
Total interest from all sources2011-12-31$563,042
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$985,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$883,121
Administrative expenses professional fees incurred2011-12-31$210,290
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,995,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$43,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$36,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$48,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$59,183
Other income not declared elsewhere2011-12-31$847,086
Liabilities. Value of operating payables at end of year2011-12-31$27,714
Liabilities. Value of operating payables at beginning of year2011-12-31$41,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,089,562
Value of net assets at end of year (total assets less liabilities)2011-12-31$45,199,565
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,110,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$83,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,262,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,529,197
Interest earned on other investments2011-12-31$563,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$138,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$44,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$44,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,597,867
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,050,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,460,000
Income. Dividends from common stock2011-12-31$102,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$383,609
Contract administrator fees2011-12-31$7,582
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$7,237,685
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$5,600,825
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,740,997
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,359,152
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,157,119
Total unrealized appreciation/depreciation of assets2010-12-31$3,157,119
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$100,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$99,523
Total income from all sources (including contributions)2010-12-31$10,751,457
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$440,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$190,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,502,000
Value of total assets at end of year2010-12-31$42,210,930
Value of total assets at beginning of year2010-12-31$31,898,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$249,715
Total interest from all sources2010-12-31$696,488
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$395,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$162,775
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$36,114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$30,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$59,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$77,100
Other income not declared elsewhere2010-12-31$5
Administrative expenses (other) incurred2010-12-31$2,633
Liabilities. Value of operating payables at end of year2010-12-31$41,744
Liabilities. Value of operating payables at beginning of year2010-12-31$22,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,311,114
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,110,003
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,798,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$84,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$36,529,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,158,547
Interest earned on other investments2010-12-31$5,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$44,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$806,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$806,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$690,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,502,000
Income. Dividends from common stock2010-12-31$395,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$190,628
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$5,600,825
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,903,222
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES

2012: PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF THE AMERIHEALTH MERCY FAMILY OF COMPANIES 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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