401k Plan data: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM plan

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 401k Plan overview

Plan Name	SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM
Plan identification number	003

SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

SUMMA AKRON CITY AND ST. THOMAS HOSPITALS has sponsored the creation of one or more 401k plans.

Company Name: SUMMA AKRON CITY AND ST. THOMAS HOSPITALS

Employer identification number (EIN): 340714755

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about SUMMA AKRON CITY AND ST. THOMAS HOSPITALS

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1926-06-15

Company Identification Number: 121908

Legal Registered Office Address: 525 EAST MARKET STREET
P.O. BOX 2090
AKRON
United States of America (USA)
443092090

More information about SUMMA AKRON CITY AND ST. THOMAS HOSPITALS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 THOMAS ONEILL
003 2013-01-01 NINO CIRALDO
003 2012-01-01 NINO CIRALDO
003 2011-01-01 NINO CIRALDO
003 2010-01-01 NINO CIRALDO
003 2009-01-01 NINO CIRALDO
003 2008-01-01 NINO CIRALDO
003 2007-01-01 NINO CIRALDO
003 2006-01-01 NINO CIRALDO
003 2005-01-01 NINO CIRALDO

Plan id#	Filing Submission Date	Name of Administrator
003	2014-01-01	THOMAS ONEILL
003	2013-01-01	NINO CIRALDO
003	2012-01-01	NINO CIRALDO
003	2011-01-01	NINO CIRALDO
003	2010-01-01	NINO CIRALDO
003	2009-01-01	NINO CIRALDO
003	2008-01-01	NINO CIRALDO
003	2007-01-01	NINO CIRALDO
003	2006-01-01	NINO CIRALDO
003	2005-01-01	NINO CIRALDO

Plan Statistics for SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM

401k plan membership statisitcs for SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM

Measure Date Value
2014: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9,936
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7,805
Number of retired or separated participants receiving benefits 2014-01-01 59
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,504
Total of all active and inactive participants 2014-01-01 9,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 11
Total participants 2014-01-01 9,379
Number of participants with account balances 2014-01-01 7,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 118
2013: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11,203
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8,217
Number of retired or separated participants receiving benefits 2013-01-01 43
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,669
Total of all active and inactive participants 2013-01-01 9,929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 7
Total participants 2013-01-01 9,936
Number of participants with account balances 2013-01-01 8,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 103
2012: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10,797
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8,362
Number of retired or separated participants receiving benefits 2012-01-01 92
Number of other retired or separated participants entitled to future benefits 2012-01-01 2,736
Total of all active and inactive participants 2012-01-01 11,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 13
Total participants 2012-01-01 11,203
Number of participants with account balances 2012-01-01 9,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 327
2011: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10,549
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8,134
Number of retired or separated participants receiving benefits 2011-01-01 67
Number of other retired or separated participants entitled to future benefits 2011-01-01 2,585
Total of all active and inactive participants 2011-01-01 10,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 11
Total participants 2011-01-01 10,797
Number of participants with account balances 2011-01-01 9,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 306
2010: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10,461
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8,174
Number of retired or separated participants receiving benefits 2010-01-01 49
Number of other retired or separated participants entitled to future benefits 2010-01-01 2,319
Total of all active and inactive participants 2010-01-01 10,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 7
Total participants 2010-01-01 10,549
Number of participants with account balances 2010-01-01 8,911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 378
2009: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9,660
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8,694
Number of retired or separated participants receiving benefits 2009-01-01 42
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,716
Total of all active and inactive participants 2009-01-01 10,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 9
Total participants 2009-01-01 10,461
Number of participants with account balances 2009-01-01 7,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 186

Measure	Date	Value
2014: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9,936
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7,805
Number of retired or separated participants receiving benefits	2014-01-01	59
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,504
Total of all active and inactive participants	2014-01-01	9,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	11
Total participants	2014-01-01	9,379
Number of participants with account balances	2014-01-01	7,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	118
2013: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11,203
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8,217
Number of retired or separated participants receiving benefits	2013-01-01	43
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,669
Total of all active and inactive participants	2013-01-01	9,929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	7
Total participants	2013-01-01	9,936
Number of participants with account balances	2013-01-01	8,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	103
2012: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10,797
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8,362
Number of retired or separated participants receiving benefits	2012-01-01	92
Number of other retired or separated participants entitled to future benefits	2012-01-01	2,736
Total of all active and inactive participants	2012-01-01	11,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	13
Total participants	2012-01-01	11,203
Number of participants with account balances	2012-01-01	9,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	327
2011: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10,549
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8,134
Number of retired or separated participants receiving benefits	2011-01-01	67
Number of other retired or separated participants entitled to future benefits	2011-01-01	2,585
Total of all active and inactive participants	2011-01-01	10,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	11
Total participants	2011-01-01	10,797
Number of participants with account balances	2011-01-01	9,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	306
2010: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10,461
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8,174
Number of retired or separated participants receiving benefits	2010-01-01	49
Number of other retired or separated participants entitled to future benefits	2010-01-01	2,319
Total of all active and inactive participants	2010-01-01	10,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	7
Total participants	2010-01-01	10,549
Number of participants with account balances	2010-01-01	8,911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	378
2009: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9,660
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8,694
Number of retired or separated participants receiving benefits	2009-01-01	42
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,716
Total of all active and inactive participants	2009-01-01	10,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	9
Total participants	2009-01-01	10,461
Number of participants with account balances	2009-01-01	7,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	186

Financial Data on SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM

Measure	Date	Value
2014 : SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$510
Total unrealized appreciation/depreciation of assets	2014-12-31	$510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$59,702,649
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$40,237,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$40,173,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$31,164,498
Value of total assets at end of year	2014-12-31	$430,986,450
Value of total assets at beginning of year	2014-12-31	$411,521,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$64,242
Total interest from all sources	2014-12-31	$578,160
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$31,450,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$31,450,522
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$22,056,301
Participant contributions at end of year	2014-12-31	$5,806,125
Participant contributions at beginning of year	2014-12-31	$5,620,115
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,666,689
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$230,894
Administrative expenses (other) incurred	2014-12-31	$64,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$19,464,771
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$430,986,450
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$411,521,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$393,211,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$368,760,641
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,805,518
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,934,299
Interest on participant loans	2014-12-31	$242,024
Interest earned on other investments	2014-12-31	$336,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$26,163,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$27,512,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-3,969,207
Net investment gain or loss from common/collective trusts	2014-12-31	$478,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$7,441,508
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$3,462,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$40,173,636
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BDO USA, LLP
Accountancy firm EIN	2014-12-31	135381590
2013 : SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$58
Total unrealized appreciation/depreciation of assets	2013-12-31	$58
Total transfer of assets to this plan	2013-12-31	$230,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$101,238,625
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$29,506,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$29,445,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$34,467,418
Value of total assets at end of year	2013-12-31	$411,521,679
Value of total assets at beginning of year	2013-12-31	$339,558,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$60,868
Total interest from all sources	2013-12-31	$706,535
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$13,168,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$13,168,871
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$20,983,280
Participant contributions at end of year	2013-12-31	$5,620,115
Participant contributions at beginning of year	2013-12-31	$5,379,420
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,441,356
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$230,894
Administrative expenses (other) incurred	2013-12-31	$60,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$71,732,576
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$411,521,679
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$339,558,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$368,760,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$299,056,261
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,934,299
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,091,524
Interest on participant loans	2013-12-31	$232,290
Interest earned on other investments	2013-12-31	$474,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$27,512,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$27,412,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$51,581,116
Net investment gain or loss from common/collective trusts	2013-12-31	$1,314,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$11,042,782
Employer contributions (assets) at end of year	2013-12-31	$3,462,915
Employer contributions (assets) at beginning of year	2013-12-31	$2,618,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$29,445,181
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SS&G, INC.
Accountancy firm EIN	2013-12-31	341945695
2012 : SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-139
Total unrealized appreciation/depreciation of assets	2012-12-31	$-139
Total income from all sources (including contributions)	2012-12-31	$71,998,590
Total of all expenses incurred	2012-12-31	$19,407,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$19,346,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$35,433,487
Value of total assets at end of year	2012-12-31	$339,558,209
Value of total assets at beginning of year	2012-12-31	$286,966,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$60,652
Total interest from all sources	2012-12-31	$883,507
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$9,008,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$9,008,433
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$21,015,037
Participant contributions at end of year	2012-12-31	$5,379,420
Participant contributions at beginning of year	2012-12-31	$4,733,047
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,128,825
Administrative expenses (other) incurred	2012-12-31	$60,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$52,591,319
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$339,558,209
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$286,966,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$299,056,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$247,409,662
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,091,524
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,893,636
Interest on participant loans	2012-12-31	$225,324
Interest earned on other investments	2012-12-31	$658,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$27,412,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$26,306,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$26,026,877
Net investment gain or loss from common/collective trusts	2012-12-31	$646,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$10,289,625
Employer contributions (assets) at end of year	2012-12-31	$2,618,136
Employer contributions (assets) at beginning of year	2012-12-31	$3,623,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$19,346,619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SS&G, INC.
Accountancy firm EIN	2012-12-31	341945695
2011 : SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$1,023
Total unrealized appreciation/depreciation of assets	2011-12-31	$1,023
Total income from all sources (including contributions)	2011-12-31	$29,090,111
Total of all expenses incurred	2011-12-31	$14,778,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$14,719,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$35,038,115
Value of total assets at end of year	2011-12-31	$286,966,890
Value of total assets at beginning of year	2011-12-31	$272,655,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$59,643
Total interest from all sources	2011-12-31	$978,503
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$7,154,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$7,154,827
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$20,691,544
Participant contributions at end of year	2011-12-31	$4,733,047
Participant contributions at beginning of year	2011-12-31	$4,466,873
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,730,368
Administrative expenses (other) incurred	2011-12-31	$59,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$14,311,346
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$286,966,890
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$272,655,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$247,409,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$236,764,410
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,893,636
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$5,368,690
Interest on participant loans	2011-12-31	$233,734
Interest earned on other investments	2011-12-31	$744,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$26,306,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$23,048,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-14,061,880
Net investment gain/loss from pooled separate accounts	2011-12-31	$-20,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$10,616,203
Employer contributions (assets) at end of year	2011-12-31	$3,623,882
Employer contributions (assets) at beginning of year	2011-12-31	$3,007,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$14,719,122
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SS&G, INC.
Accountancy firm EIN	2011-12-31	341945695
2010 : SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,030
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,030
Total income from all sources (including contributions)	2010-12-31	$71,287,090
Total of all expenses incurred	2010-12-31	$13,519,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$13,439,545
Expenses. Certain deemed distributions of participant loans	2010-12-31	$23,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$41,244,442
Value of total assets at end of year	2010-12-31	$272,655,544
Value of total assets at beginning of year	2010-12-31	$214,888,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$56,910
Total interest from all sources	2010-12-31	$1,100,034
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$4,577,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$4,577,722
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$19,887,942
Participant contributions at end of year	2010-12-31	$4,466,873
Participant contributions at beginning of year	2010-12-31	$4,105,648
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$11,674,694
Administrative expenses (other) incurred	2010-12-31	$56,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$57,767,450
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$272,655,544
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$214,888,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$236,764,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$175,642,041
Value of interest in pooled separate accounts at end of year	2010-12-31	$5,368,690
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,400,997
Interest on participant loans	2010-12-31	$252,398
Interest earned on other investments	2010-12-31	$847,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$23,048,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$21,037,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$23,796,548
Net investment gain/loss from pooled separate accounts	2010-12-31	$567,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$9,681,806
Employer contributions (assets) at end of year	2010-12-31	$3,007,352
Employer contributions (assets) at beginning of year	2010-12-31	$8,702,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$13,439,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SS&G FINANCIAL SERVICES, INC.
Accountancy firm EIN	2010-12-31	341945695
2009 : SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM

2014: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2006: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2005: SUMMA HEALTH SYSTEM TAX SHELTERED ANNUITY PROGRAM 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No

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Company Name:	SUMMA AKRON CITY AND ST. THOMAS HOSPITALS
Employer identification number (EIN):	340714755
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1926-06-15
Company Identification Number:	121908
Legal Registered Office Address:	525 EAST MARKET STREET P.O. BOX 2090 AKRON United States of America (USA) 443092090