ASCENSION HEALTHCARE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALUMET MEDICAL CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2025 : CALUMET MEDICAL CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-12 | 359769 |
| Net assets as of the end of the plan year | 2025-06-12 | 5085285 |
| Total assets as of the beginning of the plan year | 2025-06-12 | 4618921 |
| Value of plan covered by a fidelity bond | 2025-06-12 | 20000000 |
| Value of participant loans at end of plan year | 2025-06-12 | 22349 |
| Other income to plan in this plan year | 2025-06-12 | 826133 |
| Plan net income in this plan year | 2025-06-12 | 466364 |
| Net assets as of the end of the plan year | 2025-06-12 | 5085285 |
| Net assets as of the beginning of the plan year | 2025-06-12 | 4618921 |
| Fees paid to broker by Benefit Provider | 2025-06-12 | 17697 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-12 | 1700 |
| 2024 : CALUMET MEDICAL CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-06 | 138341 |
| Net assets as of the end of the plan year | 2024-06-06 | 4618921 |
| Total assets as of the beginning of the plan year | 2024-06-06 | 3956194 |
| Value of plan covered by a fidelity bond | 2024-06-06 | 20000000 |
| Value of participant loans at end of plan year | 2024-06-06 | 25377 |
| Other income to plan in this plan year | 2024-06-06 | 801068 |
| Plan net income in this plan year | 2024-06-06 | 662727 |
| Net assets as of the end of the plan year | 2024-06-06 | 4618921 |
| Net assets as of the beginning of the plan year | 2024-06-06 | 3956194 |
| Fees paid to broker by Benefit Provider | 2024-06-06 | 13115 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-06 | 1725 |
| 2022 : CALUMET MEDICAL CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-06-20 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-20 | 603959 |
| Net assets as of the end of the plan year | 2022-06-20 | 5389165 |
| Total assets as of the beginning of the plan year | 2022-06-20 | 5121132 |
| Value of plan covered by a fidelity bond | 2022-06-20 | 20000000 |
| Value of participant loans at end of plan year | 2022-06-20 | 11012 |
| Other income to plan in this plan year | 2022-06-20 | 871992 |
| Plan net income in this plan year | 2022-06-20 | 268033 |
| Net assets as of the end of the plan year | 2022-06-20 | 5389165 |
| Net assets as of the beginning of the plan year | 2022-06-20 | 5121132 |
| Fees paid to broker by Benefit Provider | 2022-06-20 | 8451 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-20 | 2250 |
| 2020 : CALUMET MEDICAL CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 |
| Total income from all sources (including contributions) | 2020-12-31 | $777,490 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $205,189 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $202,789 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $5,121,132 |
| Value of total assets at beginning of year | 2020-12-31 | $4,548,831 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,400 |
| Total interest from all sources | 2020-12-31 | $21,948 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $572,301 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,121,132 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,548,831 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,484,993 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,909,133 |
| Interest earned on other investments | 2020-12-31 | $21,948 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $636,139 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $639,698 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $755,542 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $202,789 |
| Contract administrator fees | 2020-12-31 | $2,400 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : CALUMET MEDICAL CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $910,757 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $928,707 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $925,945 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $23,699 |
| Value of total assets at end of year | 2019-12-31 | $4,548,831 |
| Value of total assets at beginning of year | 2019-12-31 | $4,566,781 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,762 |
| Total interest from all sources | 2019-12-31 | $25,459 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $23,699 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $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 | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $-17,950 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,548,831 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,566,781 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,909,133 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,819,325 |
| Interest earned on other investments | 2019-12-31 | $25,459 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $639,698 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $747,456 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $861,599 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $925,945 |
| Contract administrator fees | 2019-12-31 | $2,762 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
| 2018 : CALUMET MEDICAL CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-220,301 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $319,124 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $316,524 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $4,566,781 |
| Value of total assets at beginning of year | 2018-12-31 | $5,106,206 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,600 |
| Total interest from all sources | 2018-12-31 | $26,127 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-539,425 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,566,781 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,106,206 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,819,325 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,360,297 |
| Interest earned on other investments | 2018-12-31 | $26,127 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $747,456 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $745,909 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-246,428 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $316,524 |
| Contract administrator fees | 2018-12-31 | $2,600 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2018-12-31 | 410746749 |
| 2017 : CALUMET MEDICAL CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $707,849 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $268,306 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $265,402 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $5,106,206 |
| Value of total assets at beginning of year | 2017-12-31 | $4,666,663 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,904 |
| Total interest from all sources | 2017-12-31 | $28,870 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $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 | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $439,543 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,106,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,666,663 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,360,297 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,820,458 |
| Interest earned on other investments | 2017-12-31 | $28,870 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $745,909 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $846,205 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $678,979 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $265,402 |
| Contract administrator fees | 2017-12-31 | $2,904 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2017-12-31 | 410746749 |
