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ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 401k Plan overview

Plan NameST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN
Plan identification number 001

ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY has sponsored the creation of one or more 401k plans.

Company Name:ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY
Employer identification number (EIN):330282945
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01REBECCA BROWN
0012017-01-01REBECCA BROWN
0012016-01-01SHERYL CORREA
0012015-01-01SHERYL CORREA
0012014-01-01SUSIE THOMPSON
0012013-01-01SUSIE THOMPSON
0012012-01-01SUSIE THOMPSON
0012011-01-01KEVIN SIMES
0012009-01-01JOANNE MANFREDI

Plan Statistics for ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN

401k plan membership statisitcs for ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN

Measure Date Value
2018: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,367
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01869
Total number of active participants reported on line 7a of the Form 55002017-01-011,242
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01116
Total of all active and inactive participants2017-01-011,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,367
Number of participants with account balances2017-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01548
Total number of active participants reported on line 7a of the Form 55002016-01-01521
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0190
Total of all active and inactive participants2016-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01619
Number of participants with account balances2016-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01543
Total number of active participants reported on line 7a of the Form 55002015-01-01433
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01522
Number of participants with account balances2015-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01476
Total number of active participants reported on line 7a of the Form 55002014-01-01437
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0177
Total of all active and inactive participants2014-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01523
Number of participants with account balances2014-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01424
Total number of active participants reported on line 7a of the Form 55002013-01-01366
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01442
Number of participants with account balances2013-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01480
Total number of active participants reported on line 7a of the Form 55002012-01-01343
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01409
Number of participants with account balances2012-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01444
Total number of active participants reported on line 7a of the Form 55002011-01-01401
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01480
Number of participants with account balances2011-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01496
Total number of active participants reported on line 7a of the Form 55002009-01-01404
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0189
Total of all active and inactive participants2009-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01495
Number of participants with account balances2009-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN

Measure Date Value
2018 : ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2018 401k financial data
Total transfer of assets from this plan2018-07-23$21,612,062
Total income from all sources (including contributions)2018-07-23$773,242
Total of all expenses incurred2018-07-23$1,669,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-23$1,628,037
Value of total corrective distributions2018-07-23$18,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-23$915,236
Value of total assets at end of year2018-07-23$0
Value of total assets at beginning of year2018-07-23$22,507,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-23$22,526
Total interest from all sources2018-07-23$4,979
Total dividends received (eg from common stock, registered investment company shares)2018-07-23$31,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-23Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-07-23$21,612,062
Total dividends received from registered investment company shares (eg mutual funds)2018-07-23$31,200
Was this plan covered by a fidelity bond2018-07-23Yes
Value of fidelity bond cover2018-07-23$500,000
If this is an individual account plan, was there a blackout period2018-07-23Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-23$0
Were there any nonexempt tranactions with any party-in-interest2018-07-23No
Contributions received from participants2018-07-23$862,873
Participant contributions at end of year2018-07-23$0
Participant contributions at beginning of year2018-07-23$297,541
Assets. Other investments not covered elsewhere at end of year2018-07-23$0
Assets. Other investments not covered elsewhere at beginning of year2018-07-23$21,695
Income. Received or receivable in cash from other sources (including rollovers)2018-07-23$52,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-07-23$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-07-23$973
Other income not declared elsewhere2018-07-23$3,082
Administrative expenses (other) incurred2018-07-23$18,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-23No
Value of net income/loss2018-07-23$-895,897
Value of net assets at end of year (total assets less liabilities)2018-07-23$0
Value of net assets at beginning of year (total assets less liabilities)2018-07-23$22,507,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-23No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-23No
Were any leases to which the plan was party in default or uncollectible2018-07-23No
Investment advisory and management fees2018-07-23$4,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-23$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-23$21,512,483
Value of interest in pooled separate accounts at end of year2018-07-23$0
Value of interest in pooled separate accounts at beginning of year2018-07-23$628,204
Interest on participant loans2018-07-23$3,266
Interest earned on other investments2018-07-23$1,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-07-23$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-07-23$47,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-23$-181,585
Net investment gain/loss from pooled separate accounts2018-07-23$330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-23No
Was there a failure to transmit to the plan any participant contributions2018-07-23No
Has the plan failed to provide any benefit when due under the plan2018-07-23No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-23$1,628,037
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-07-23Yes
Did the plan have assets held for investment2018-07-23No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-23No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-23Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-23Yes
Opinion of an independent qualified public accountant for this plan2018-07-23Disclaimer
Accountancy firm name2018-07-23RAGUSE ACCOUNTANCY
Accountancy firm EIN2018-07-23330688990
2017 : ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,822,713
Total of all expenses incurred2017-12-31$2,313,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,227,908
Value of total corrective distributions2017-12-31$31,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,715,848
Value of total assets at end of year2017-12-31$22,507,959
Value of total assets at beginning of year2017-12-31$17,998,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,189
Total interest from all sources2017-12-31$12,991
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$374,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$374,120
Administrative expenses professional fees incurred2017-12-31$1,060
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,684,819
Participant contributions at end of year2017-12-31$297,541
Participant contributions at beginning of year2017-12-31$313,073
Participant contributions at beginning of year2017-12-31$63,188
Assets. Other investments not covered elsewhere at end of year2017-12-31$21,695
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$74,652
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$722,976
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$456
Other income not declared elsewhere2017-12-31$4,124
Administrative expenses (other) incurred2017-12-31$52,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,509,253
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,507,959
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,998,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$633
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,512,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,852,638
Value of interest in pooled separate accounts at end of year2017-12-31$628,204
Value of interest in pooled separate accounts at beginning of year2017-12-31$662,676
Interest on participant loans2017-12-31$12,561
Interest earned on other investments2017-12-31$430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$47,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$32,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,708,060
Net investment gain/loss from pooled separate accounts2017-12-31$7,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$308,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,227,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RAGUSE ACCOUNTANCY
Accountancy firm EIN2017-12-31330688990
2016 : ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,425,264
Total of all expenses incurred2016-12-31$1,273,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,209,832
Value of total corrective distributions2016-12-31$24,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,255,821
Value of total assets at end of year2016-12-31$17,998,706
Value of total assets at beginning of year2016-12-31$15,847,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,736
Total interest from all sources2016-12-31$10,793
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$259,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$259,185
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,677,470
Participant contributions at end of year2016-12-31$313,073
Participant contributions at beginning of year2016-12-31$181,153
Participant contributions at end of year2016-12-31$63,188
Participant contributions at beginning of year2016-12-31$42,734
Assets. Other investments not covered elsewhere at end of year2016-12-31$74,652
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$45,369
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$343,792
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$314
Other income not declared elsewhere2016-12-31$12,321
Administrative expenses (other) incurred2016-12-31$39,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,151,443
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,998,706
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,847,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$466
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,852,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,718,537
Value of interest in pooled separate accounts at end of year2016-12-31$662,676
Value of interest in pooled separate accounts at beginning of year2016-12-31$839,978
Interest on participant loans2016-12-31$10,519
Interest earned on other investments2016-12-31$274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$32,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$876,456
Net investment gain/loss from pooled separate accounts2016-12-31$10,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$234,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,209,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RAGUSE ACCOUNTANCY
Accountancy firm EIN2016-12-31330688990
2015 : ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,584,309
Total of all expenses incurred2015-12-31$905,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$862,689
Expenses. Certain deemed distributions of participant loans2015-12-31$2,294
Value of total corrective distributions2015-12-31$6,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,574,157
Value of total assets at end of year2015-12-31$15,847,263
Value of total assets at beginning of year2015-12-31$15,168,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,482
Total interest from all sources2015-12-31$8,593
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$168,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$168,716
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,312,393
Participant contributions at end of year2015-12-31$181,153
Participant contributions at beginning of year2015-12-31$229,630
Participant contributions at end of year2015-12-31$42,734
Assets. Other investments not covered elsewhere at end of year2015-12-31$45,369
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$21,101
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$89,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$220
Other income not declared elsewhere2015-12-31$170
Administrative expenses (other) incurred2015-12-31$32,942
Total non interest bearing cash at beginning of year2015-12-31$1,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$679,192
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,847,263
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,168,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$481
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,718,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,988,556
Value of interest in pooled separate accounts at end of year2015-12-31$839,978
Value of interest in pooled separate accounts at beginning of year2015-12-31$910,959
Interest on participant loans2015-12-31$8,391
Interest earned on other investments2015-12-31$202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-179,393
Net investment gain/loss from pooled separate accounts2015-12-31$12,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$172,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$862,689
Contract administrator fees2015-12-31$59
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RAGUSE ACCOUNTANCY
Accountancy firm EIN2015-12-31330688990
2014 : ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,393,512
Total of all expenses incurred2014-12-31$2,129,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,091,431
Value of total corrective distributions2014-12-31$15,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,473,490
Value of total assets at end of year2014-12-31$15,168,071
Value of total assets at beginning of year2014-12-31$14,904,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,261
Total interest from all sources2014-12-31$10,360
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$226,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$226,976
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$1,018,794
Participant contributions at end of year2014-12-31$229,630
Participant contributions at beginning of year2014-12-31$279,027
Assets. Other investments not covered elsewhere at end of year2014-12-31$21,101
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$295,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$53
Other income not declared elsewhere2014-12-31$330
Administrative expenses (other) incurred2014-12-31$23,261
Total non interest bearing cash at end of year2014-12-31$1,131
Total non interest bearing cash at beginning of year2014-12-31$499
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$263,716
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,168,071
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,904,355
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$13,988,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,581,640
Value of interest in pooled separate accounts at end of year2014-12-31$910,959
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,032,767
Interest on participant loans2014-12-31$10,212
Interest earned on other investments2014-12-31$148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$670,314
Net investment gain/loss from pooled separate accounts2014-12-31$12,042
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$159,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,091,431
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 PBGC2014-12-31No
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 name2014-12-31RAGUSE ACCOUNTANCY
Accountancy firm EIN2014-12-31330688990
2013 : ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,640,580
Total of all expenses incurred2013-12-31$1,443,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,403,450
Expenses. Certain deemed distributions of participant loans2013-12-31$23,331
Value of total corrective distributions2013-12-31$3,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,376,076
Value of total assets at end of year2013-12-31$14,904,355
Value of total assets at beginning of year2013-12-31$12,707,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,685
Total interest from all sources2013-12-31$12,181
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$200,753
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$200,753
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$881,751
Participant contributions at end of year2013-12-31$279,027
Participant contributions at beginning of year2013-12-31$302,995
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$61,326
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$338,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$53
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$792
Other income not declared elsewhere2013-12-31$8,950
Administrative expenses (other) incurred2013-12-31$13,685
Total non interest bearing cash at end of year2013-12-31$499
Total non interest bearing cash at beginning of year2013-12-31$384
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$2,197,037
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,904,355
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,707,318
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,581,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,305,756
Value of interest in pooled separate accounts at end of year2013-12-31$1,032,767
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,031,422
Interest on participant loans2013-12-31$12,157
Interest earned on other investments2013-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,029,584
Net investment gain/loss from pooled separate accounts2013-12-31$13,036
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$155,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,403,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31RAGUSE ACCOUNTANCY
Accountancy firm EIN2013-12-31330688990
2012 : ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,520,377
Total of all expenses incurred2012-12-31$1,852,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,816,499
Expenses. Certain deemed distributions of participant loans2012-12-31$5,421
Value of total corrective distributions2012-12-31$16,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,159,944
Value of total assets at end of year2012-12-31$12,707,318
Value of total assets at beginning of year2012-12-31$12,039,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,839
Total interest from all sources2012-12-31$11,200
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$265,338
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$265,338
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$968,914
Participant contributions at end of year2012-12-31$302,995
Participant contributions at beginning of year2012-12-31$252,740
Assets. Other investments not covered elsewhere at end of year2012-12-31$61,326
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$51,434
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$481
Other income not declared elsewhere2012-12-31$9,892
Administrative expenses (other) incurred2012-12-31$13,839
Total non interest bearing cash at end of year2012-12-31$384
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$668,155
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,707,318
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,039,163
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,305,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,501,166
Value of interest in pooled separate accounts at end of year2012-12-31$1,031,422
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,226,977
Interest on participant loans2012-12-31$11,069
Interest earned on other investments2012-12-31$131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,059,789
Net investment gain/loss from pooled separate accounts2012-12-31$14,214
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$173,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,816,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31RAGUSE ACCOUNTANCY
Accountancy firm EIN2012-12-31330688990
2011 : ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,353,285
Total of all expenses incurred2011-12-31$686,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$646,094
Value of total corrective distributions2011-12-31$24,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,413,126
Value of total assets at end of year2011-12-31$12,039,163
Value of total assets at beginning of year2011-12-31$11,372,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,444
Total interest from all sources2011-12-31$10,964
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$225,586
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$225,586
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$960,387
Participant contributions at end of year2011-12-31$252,740
Participant contributions at beginning of year2011-12-31$232,356
Assets. Other investments not covered elsewhere at end of year2011-12-31$51,434
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$55,011
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$303,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$228
Other income not declared elsewhere2011-12-31$-3,578
Administrative expenses (other) incurred2011-12-31$9,945
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$54
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$666,896
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,039,163
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,372,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,501,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,805,464
Value of interest in pooled separate accounts at end of year2011-12-31$1,226,977
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,243,449
Interest on participant loans2011-12-31$10,372
Interest earned on other investments2011-12-31$592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$35,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-315,049
Net investment gain/loss from pooled separate accounts2011-12-31$22,236
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$149,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$646,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31RAGUSE ACCOUNTANCY
Accountancy firm EIN2011-12-31330688990
2010 : ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,348,169
Total of all expenses incurred2010-12-31$586,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$529,618
Expenses. Certain deemed distributions of participant loans2010-12-31$5,501
Value of total corrective distributions2010-12-31$31,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,151,675
Value of total assets at end of year2010-12-31$11,372,267
Value of total assets at beginning of year2010-12-31$9,610,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,962
Total interest from all sources2010-12-31$23,791
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$231,754
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$231,754
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$950,663
Participant contributions at end of year2010-12-31$232,356
Participant contributions at beginning of year2010-12-31$215,433
Assets. Other investments not covered elsewhere at end of year2010-12-31$55,011
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$41,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$228
Other income not declared elsewhere2010-12-31$7,138
Administrative expenses (other) incurred2010-12-31$12,471
Total non interest bearing cash at end of year2010-12-31$54
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$1,761,449
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,372,267
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,610,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$7,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,805,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,255,514
Value of interest in pooled separate accounts at end of year2010-12-31$1,243,449
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$11,210
Interest earned on other investments2010-12-31$12,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$35,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,139,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$933,460
Net investment gain/loss from pooled separate accounts2010-12-31$351
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$159,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$529,618
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 name2010-12-31RAGUSE ACCOUNTANCY
Accountancy firm EIN2010-12-31330688990
2009 : ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 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 ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN

2018: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ST. JOSEPH HEALTH SYSTEM HOME HEALTH NETWORK 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080301
Policy instance 1
Insurance contract or identification numberTA080301
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-07-23
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080301
Policy instance 1
Insurance contract or identification numberTA080301
Number of Individuals Covered597
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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