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INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 401k Plan overview

Plan NameINDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN
Plan identification number 001

INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INDIANA UNIVERSITY HEALTH ARNETT, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDIANA UNIVERSITY HEALTH ARNETT, INC.
Employer identification number (EIN):263162145
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01KOREEN KYHNELL
0012013-01-01KOREEN KYHNELL
0012012-01-01KOREEN KYHNELL
0012011-01-01KOREEN KYHNELL KOREEN KYHNELL2012-10-15
0012009-01-01KOREEN KYHNELL

Plan Statistics for INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN

401k plan membership statisitcs for INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN

Measure Date Value
2014: INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,497
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01231
2013: INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,421
Total number of active participants reported on line 7a of the Form 55002013-01-012,133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01359
Total of all active and inactive participants2013-01-012,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-012,497
Number of participants with account balances2013-01-012,480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01233
2012: INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,185
Total number of active participants reported on line 7a of the Form 55002012-01-012,087
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01334
Total of all active and inactive participants2012-01-012,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,421
Number of participants with account balances2012-01-012,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01204
2011: INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,160
Total number of active participants reported on line 7a of the Form 55002011-01-011,905
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01280
Total of all active and inactive participants2011-01-012,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,185
Number of participants with account balances2011-01-012,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01184
2009: INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,475
Total number of active participants reported on line 7a of the Form 55002009-01-011,639
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01271
Total of all active and inactive participants2009-01-011,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,910
Number of participants with account balances2009-01-011,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01164

Financial Data on INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN

Measure Date Value
2014 : INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$206,143,387
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$206,143,387
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$30,064,758
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$31,414,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$31,138,570
Value of total corrective distributions2014-12-31$893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,304,176
Value of total assets at end of year2014-12-31$206,143,387
Value of total assets at beginning of year2014-12-31$207,492,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$274,715
Total interest from all sources2014-12-31$-37
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,623,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,623,568
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,808,863
Participant contributions at end of year2014-12-31$822
Participant contributions at beginning of year2014-12-31$822
Assets. Other investments not covered elsewhere at end of year2014-12-31$33,480,261
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$20,297,278
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$393,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$33,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$206,143,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$1,145,199
Administrative expenses (other) incurred2014-12-31$274,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,349,420
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$207,492,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$61,412,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$69,789,586
Value of interest in common/collective trusts at end of year2014-12-31$103,245,503
Value of interest in common/collective trusts at beginning of year2014-12-31$108,711,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,872,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,966,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,966,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,768,449
Net investment gain or loss from common/collective trusts2014-12-31$7,223,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,101,681
Employer contributions (assets) at end of year2014-12-31$3,098,772
Employer contributions (assets) at beginning of year2014-12-31$2,727,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$31,138,570
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$52,563,673
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,517,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,320,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,367,274
Value of total assets at end of year2013-12-31$207,492,807
Value of total assets at beginning of year2013-12-31$163,446,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$197,110
Total interest from all sources2013-12-31$22,727
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,996,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,996,604
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,767,950
Participant contributions at end of year2013-12-31$822
Participant contributions at beginning of year2013-12-31$1,371
Assets. Other investments not covered elsewhere at end of year2013-12-31$20,297,278
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$15,417,860
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$519,553
Other income not declared elsewhere2013-12-31$2,961,906
Administrative expenses (other) incurred2013-12-31$164,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$44,046,490
Value of net assets at end of year (total assets less liabilities)2013-12-31$207,492,807
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$163,446,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$938
Investment advisory and management fees2013-12-31$32,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$69,789,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$66,135,560
Interest on participant loans2013-12-31$-4
Value of interest in common/collective trusts at end of year2013-12-31$108,711,100
Value of interest in common/collective trusts at beginning of year2013-12-31$73,223,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,966,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,102,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,102,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$22,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,570,193
Net investment gain or loss from common/collective trusts2013-12-31$20,644,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,079,771
Employer contributions (assets) at end of year2013-12-31$2,727,743
Employer contributions (assets) at beginning of year2013-12-31$2,564,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,320,073
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PERSHING YOAKLEY & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31621517792
2012 : INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$36,281,048
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$15,660,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,636,278
Expenses. Certain deemed distributions of participant loans2012-12-31$2,439
Value of total corrective distributions2012-12-31$17,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,731,796
Value of total assets at end of year2012-12-31$163,446,317
Value of total assets at beginning of year2012-12-31$142,826,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,000
Total interest from all sources2012-12-31$77,855
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,838,567
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$1,838,567
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,990,432
Participant contributions at end of year2012-12-31$1,371
Participant contributions at beginning of year2012-12-31$51,867
Assets. Other investments not covered elsewhere at end of year2012-12-31$15,417,860
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$14,140,664
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$247,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$44,832
Other income not declared elsewhere2012-12-31$1,457,860
Administrative expenses (other) incurred2012-12-31$5,000
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$20,620,079
Value of net assets at end of year (total assets less liabilities)2012-12-31$163,446,317
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$142,826,238
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
Assets. partnership/joint venture interests at end of year2012-12-31$938
Assets. partnership/joint venture interests at beginning of year2012-12-31$957
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$66,135,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$59,088,172
Interest on participant loans2012-12-31$1,664
Value of interest in common/collective trusts at end of year2012-12-31$73,223,315
Value of interest in common/collective trusts at beginning of year2012-12-31$61,642,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,102,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,358,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,358,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$76,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,673,775
Net investment gain or loss from common/collective trusts2012-12-31$9,501,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,494,293
Employer contributions (assets) at end of year2012-12-31$2,564,656
Employer contributions (assets) at beginning of year2012-12-31$2,498,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,636,278
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PERSHING YOAKLEY & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31621517792
2011 : INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$13,431,910
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,608,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,606,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,635,039
Value of total assets at end of year2011-12-31$142,826,238
Value of total assets at beginning of year2011-12-31$135,003,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,000
Total interest from all sources2011-12-31$10,799
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$595,655
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$595,655
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,759,503
Participant contributions at end of year2011-12-31$51,867
Participant contributions at beginning of year2011-12-31$201,262
Participant contributions at beginning of year2011-12-31$43
Assets. Other investments not covered elsewhere at end of year2011-12-31$14,140,664
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$13,795,358
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$359,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$44,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$43,568
Other income not declared elsewhere2011-12-31$-862,710
Administrative expenses (other) incurred2011-12-31$2,000
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$7,823,139
Value of net assets at end of year (total assets less liabilities)2011-12-31$142,826,238
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$135,003,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$957
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$59,088,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$57,707,349
Interest on participant loans2011-12-31$10,310
Value of interest in common/collective trusts at end of year2011-12-31$61,642,836
Value of interest in common/collective trusts at beginning of year2011-12-31$58,971,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,358,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,277,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,277,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,450,290
Net investment gain or loss from common/collective trusts2011-12-31$-1,496,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,516,394
Employer contributions (assets) at end of year2011-12-31$2,498,249
Employer contributions (assets) at beginning of year2011-12-31$6,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,606,771
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PERSHING YOAKLEY & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31621517792
2010 : INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$26,405,805
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,226,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,226,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,567,427
Value of total assets at end of year2010-12-31$135,003,099
Value of total assets at beginning of year2010-12-31$114,824,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$28,050
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,044,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,044,335
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,956,027
Participant contributions at end of year2010-12-31$201,262
Participant contributions at beginning of year2010-12-31$423,676
Participant contributions at end of year2010-12-31$43
Participant contributions at beginning of year2010-12-31$120,179
Assets. Other investments not covered elsewhere at end of year2010-12-31$13,795,358
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$11,335,384
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$353,526
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$43,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$36,095
Other income not declared elsewhere2010-12-31$1,902,269
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$20,178,910
Value of net assets at end of year (total assets less liabilities)2010-12-31$135,003,099
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$114,824,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$26,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$57,707,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$47,369,345
Interest on participant loans2010-12-31$27,620
Value of interest in common/collective trusts at end of year2010-12-31$58,971,426
Value of interest in common/collective trusts at beginning of year2010-12-31$48,630,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,277,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,618,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,618,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,774,932
Net investment gain or loss from common/collective trusts2010-12-31$7,088,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,257,874
Employer contributions (assets) at end of year2010-12-31$6,654
Employer contributions (assets) at beginning of year2010-12-31$2,264,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,226,895
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PERSHING YOAKLEY & ASSOCIATES
Accountancy firm EIN2010-12-31621517792
2009 : INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN

2014: INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2009: INDIANA UNIVERSITY HEALTH ARNETT 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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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