Plan Name | ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN |
Plan identification number | 021 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | ASCENSION HEALTHCARE |
Employer identification number (EIN): | 311662309 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about ASCENSION HEALTHCARE
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2000-02-14 |
Company Identification Number: | 0013101407 |
Legal Registered Office Address: |
211 E 7TH ST STE 620 AUSTIN United States of America (USA) 78701 |
More information about ASCENSION HEALTHCARE
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
021 | 2022-01-01 | ||||
021 | 2021-01-01 | ||||
021 | 2020-01-01 | ||||
021 | 2019-01-01 | ||||
021 | 2018-01-01 | ||||
021 | 2017-01-01 | CHRIS BELCHER |
Measure | Date | Value |
---|---|---|
2022: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 124,136,876 |
Acturial value of plan assets | 2022-12-31 | 116,188,161 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 64,607,396 |
Number of terminated vested participants | 2022-12-31 | 692 |
Fundng target for terminated vested participants | 2022-12-31 | 16,822,013 |
Active participant vested funding target | 2022-12-31 | 13,940,050 |
Number of active participants | 2022-12-31 | 370 |
Total funding liabilities for active participants | 2022-12-31 | 14,179,774 |
Total participant count | 2022-12-31 | 1,964 |
Total funding target for all participants | 2022-12-31 | 95,609,183 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 8,725,582 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 8,725,582 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 9,938,438 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 580,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,962 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 327 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,779 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,373 |
Total of all active and inactive participants | 2022-01-01 | 3,479 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 120 |
Total participants | 2022-01-01 | 3,599 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 118,972,695 |
Acturial value of plan assets | 2021-12-31 | 110,968,691 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 64,127,204 |
Number of terminated vested participants | 2021-12-31 | 710 |
Fundng target for terminated vested participants | 2021-12-31 | 16,494,158 |
Active participant vested funding target | 2021-12-31 | 16,169,861 |
Number of active participants | 2021-12-31 | 430 |
Total funding liabilities for active participants | 2021-12-31 | 16,414,968 |
Total participant count | 2021-12-31 | 2,018 |
Total funding target for all participants | 2021-12-31 | 97,036,330 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 7,812,322 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 935,957 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 935,957 |
Amount remaining of carryover balance | 2021-12-31 | 7,812,322 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 8,725,582 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 620,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 2,018 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 370 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 861 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 673 |
Total of all active and inactive participants | 2021-01-01 | 1,904 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 58 |
Total participants | 2021-01-01 | 1,962 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 71,708,786 |
Acturial value of plan assets | 2020-12-31 | 69,488,107 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 49,604,463 |
Number of terminated vested participants | 2020-12-31 | 463 |
Fundng target for terminated vested participants | 2020-12-31 | 13,632,555 |
Active participant vested funding target | 2020-12-31 | 8,857,670 |
Number of active participants | 2020-12-31 | 232 |
Total funding liabilities for active participants | 2020-12-31 | 8,870,899 |
Total participant count | 2020-12-31 | 1,358 |
Total funding target for all participants | 2020-12-31 | 72,107,917 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 793,386 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 793,386 |
Present value of excess contributions | 2020-12-31 | 4,080 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 4,303 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 935,957 |
Total employer contributions | 2020-12-31 | 665,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 633,752 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 930,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 3,555,767 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,539,389 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 935,957 |
Additional cash requirement | 2020-12-31 | 603,432 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 633,752 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,357 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 430 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 846 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 691 |
Total of all active and inactive participants | 2020-01-01 | 1,967 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 51 |
Total participants | 2020-01-01 | 2,018 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 65,013,026 |
Acturial value of plan assets | 2019-12-31 | 68,981,415 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 47,055,425 |
Number of terminated vested participants | 2019-12-31 | 457 |
Fundng target for terminated vested participants | 2019-12-31 | 13,293,308 |
Active participant vested funding target | 2019-12-31 | 9,540,498 |
Number of active participants | 2019-12-31 | 256 |
Total funding liabilities for active participants | 2019-12-31 | 9,563,568 |
Total participant count | 2019-12-31 | 1,343 |
Total funding target for all participants | 2019-12-31 | 69,912,301 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 835,407 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 835,407 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 793,386 |
Total employer contributions | 2019-12-31 | 1,750,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,599,253 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,315,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,724,272 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,595,173 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 1,595,173 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,599,253 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,343 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 232 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 649 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 450 |
Total of all active and inactive participants | 2019-01-01 | 1,331 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 26 |
Total participants | 2019-01-01 | 1,357 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 74,125,179 |
Acturial value of plan assets | 2018-12-31 | 70,206,387 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 39,705,646 |
Number of terminated vested participants | 2018-12-31 | 533 |
Fundng target for terminated vested participants | 2018-12-31 | 16,869,415 |
Active participant vested funding target | 2018-12-31 | 10,192,857 |
Number of active participants | 2018-12-31 | 267 |
Total funding liabilities for active participants | 2018-12-31 | 10,220,684 |
Total participant count | 2018-12-31 | 1,365 |
Total funding target for all participants | 2018-12-31 | 66,795,745 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 1,298,050 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,373,986 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 835,407 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 835,407 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 815,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,365 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 256 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 616 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 455 |
Total of all active and inactive participants | 2018-01-01 | 1,327 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 16 |
Total participants | 2018-01-01 | 1,343 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 66,946,421 |
Acturial value of plan assets | 2017-12-31 | 66,941,249 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 41,171,319 |
Number of terminated vested participants | 2017-12-31 | 477 |
Fundng target for terminated vested participants | 2017-12-31 | 15,041,651 |
Active participant vested funding target | 2017-12-31 | 12,693,874 |
Number of active participants | 2017-12-31 | 333 |
Total funding liabilities for active participants | 2017-12-31 | 12,781,985 |
Total participant count | 2017-12-31 | 1,373 |
Total funding target for all participants | 2017-12-31 | 68,994,955 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 3,879,192 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 3,695,895 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,360,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 2,053,706 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 2,397,845 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 2,397,845 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 3,695,895 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,373 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 267 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 546 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 533 |
Total of all active and inactive participants | 2017-01-01 | 1,346 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 19 |
Total participants | 2017-01-01 | 1,365 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $74,384,661 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $15,197 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,354 |
Total income from all sources (including contributions) | 2022-12-31 | $-20,394,137 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $11,234,234 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,588,533 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $166,900,009 |
Value of total assets at beginning of year | 2022-12-31 | $124,136,876 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $645,701 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $396,624 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $15,197 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $8,354 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-31,628,371 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $166,884,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $124,128,522 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $249,077 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $166,900,009 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $124,136,876 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,588,533 |
Did the plan have assets held for investment | 2022-12-31 | No |
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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $8,354 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $47,471 |
Total income from all sources (including contributions) | 2021-12-31 | $16,041,050 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $10,865,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,018,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $124,136,876 |
Value of total assets at beginning of year | 2021-12-31 | $119,000,910 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $847,771 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $423,958 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $8,354 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $47,471 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,175,083 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $124,128,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $118,953,439 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $423,813 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $124,136,876 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $118,650,910 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $350,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,018,196 |
Did the plan have assets held for investment | 2021-12-31 | No |
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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $44,723,326 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $47,471 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $5,752 |
Total income from all sources (including contributions) | 2020-12-31 | $8,620,023 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $6,156,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,253,108 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $750,000 |
Value of total assets at end of year | 2020-12-31 | $119,000,910 |
Value of total assets at beginning of year | 2020-12-31 | $71,772,214 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $903,264 |
Total interest from all sources | 2020-12-31 | $0 |
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 |
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 |
Administrative expenses (other) incurred | 2020-12-31 | $681,168 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $47,471 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $5,752 |
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 | $2,463,651 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $118,953,439 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $71,766,462 |
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 |
Investment advisory and management fees | 2020-12-31 | $222,096 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $118,650,910 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $70,022,214 |
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 |
Contributions received in cash from employer | 2020-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $350,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,253,108 |
Did the plan have assets held for investment | 2020-12-31 | No |
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 : ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 | $5,752 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,752 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $24,486 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $24,486 |
Total income from all sources (including contributions) | 2019-12-31 | $12,977,331 |
Total income from all sources (including contributions) | 2019-12-31 | $12,977,331 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,223,895 |
Total of all expenses incurred | 2019-12-31 | $6,223,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,954,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,954,771 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,750,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,750,000 |
Value of total assets at end of year | 2019-12-31 | $71,772,214 |
Value of total assets at end of year | 2019-12-31 | $71,772,214 |
Value of total assets at beginning of year | 2019-12-31 | $65,037,512 |
Value of total assets at beginning of year | 2019-12-31 | $65,037,512 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,269,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,269,124 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 |
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 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $1,034,347 |
Administrative expenses (other) incurred | 2019-12-31 | $1,034,347 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $5,752 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $5,752 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $24,486 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $24,486 |
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 | $6,753,436 |
Value of net income/loss | 2019-12-31 | $6,753,436 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $71,766,462 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $71,766,462 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $65,013,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $65,013,026 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $234,777 |
Investment advisory and management fees | 2019-12-31 | $234,777 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $70,022,214 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $70,022,214 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $65,037,174 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $65,037,174 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $338 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $338 |
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 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,750,000 |
Contributions received in cash from employer | 2019-12-31 | $1,750,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,750,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,750,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,954,771 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,954,771 |
Did the plan have assets held for investment | 2019-12-31 | No |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : ASCENSION HEALTHCARE LEGACY ERISA PENSION 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 | $24,486 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $60,104 |
Total income from all sources (including contributions) | 2018-12-31 | $-3,754,036 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,386,351 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,780,567 |
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 | $65,037,512 |
Value of total assets at beginning of year | 2018-12-31 | $74,213,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $605,784 |
Total interest from all sources | 2018-12-31 | $0 |
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 | $1,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $122 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $60,104 |
Administrative expenses (other) incurred | 2018-12-31 | $605,784 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $24,486 |
Liabilities. Value of operating payables 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 | $-9,140,387 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $65,013,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $74,153,413 |
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 |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $1,944,622 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $60,104 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $65,037,174 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $70,348,680 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $338 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $121,552 |
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 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,738,437 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,780,567 |
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 : ASCENSION HEALTHCARE LEGACY ERISA PENSION 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 | $60,104 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,505 |
Total income from all sources (including contributions) | 2017-12-31 | $12,127,290 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $5,068,877 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,901,344 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,880,292 |
Value of total assets at end of year | 2017-12-31 | $74,213,517 |
Value of total assets at beginning of year | 2017-12-31 | $67,096,505 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,167,533 |
Total interest from all sources | 2017-12-31 | $0 |
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 | $1,000,000 |
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 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,880,292 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $122 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,937 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $60,104 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,505 |
Administrative expenses (other) incurred | 2017-12-31 | $1,167,533 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash 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 | $7,058,413 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $74,153,413 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $67,095,000 |
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 |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $1,944,622 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $10,713,992 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $60,104 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,505 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $70,348,680 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $55,049,560 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $121,552 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $133,519 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
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 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,738,437 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,195,992 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,901,344 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
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 | PLANTE MORAN PLLC |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2022: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |