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INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameINDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN
Plan identification number 001

INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC.
Employer identification number (EIN):350867958
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01ELIZABETH DUNLAP2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ANNE MCGUIRE
0012013-01-01ANN MCGUIRE
0012012-01-01ANN MCGUIRE
0012011-01-01ANN MCGUIRE
0012009-01-01ANN MCGUIRE
0012009-01-01ANN MCGUIRE

Plan Statistics for INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN

Measure Date Value
2018: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-04248,699,483
Acturial value of plan assets2018-12-04238,603,262
Funding target for retired participants and beneficiaries receiving payment2018-12-04115,456,830
Number of terminated vested participants2018-12-04508
Fundng target for terminated vested participants2018-12-0427,832,225
Active participant vested funding target2018-12-0455,299,658
Number of active participants2018-12-041,040
Total funding liabilities for active participants2018-12-0456,158,068
Total participant count2018-12-042,903
Total funding target for all participants2018-12-04199,447,123
Prefunding balance at beginning of prior year after applicable adjustments2018-12-0448,425,098
Amount remaining of prefunding balance2018-12-0448,425,098
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-040
Reductions in prefunding balances due to elections or deemed elections2018-12-0415,800,000
Balance of prefunding at beginning of current year2018-12-0438,169,772
Unpaid minimum required contributions for all prior years2018-12-040
Remaining amount of unpaid minimum required contributions2018-12-040
Minimum required contributions for current year target normal cost2018-12-04900,000
Unpaid minimum required contributions for current year2018-12-040
Unpaid minimum required contributions for all years2018-12-040
Total participants, beginning-of-year2018-01-012,903
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
2017: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31234,957,101
Acturial value of plan assets2017-12-31239,546,001
Funding target for retired participants and beneficiaries receiving payment2017-12-31106,913,740
Number of terminated vested participants2017-12-31496
Fundng target for terminated vested participants2017-12-3125,489,874
Active participant vested funding target2017-12-3156,932,343
Number of active participants2017-12-311,107
Total funding liabilities for active participants2017-12-3157,419,777
Total participant count2017-12-312,943
Total funding target for all participants2017-12-31189,823,391
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3113,401,243
Amount remaining of prefunding balance2017-12-3113,401,243
Present value of excess contributions2017-12-3146,735,390
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3149,581,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3134,000,000
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of prefunding at beginning of current year2017-12-3148,425,098
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31900,000
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,943
Total number of active participants reported on line 7a of the Form 55002017-01-011,040
Number of retired or separated participants receiving benefits2017-01-011,275
Number of other retired or separated participants entitled to future benefits2017-01-01493
Total of all active and inactive participants2017-01-012,808
Total participants2017-01-012,808
2016: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31209,385,281
Acturial value of plan assets2016-12-31220,288,687
Funding target for retired participants and beneficiaries receiving payment2016-12-31100,542,576
Number of terminated vested participants2016-12-311,041
Fundng target for terminated vested participants2016-12-3148,235,908
Active participant vested funding target2016-12-3157,186,540
Number of active participants2016-12-311,177
Total funding liabilities for active participants2016-12-3157,775,663
Total participant count2016-12-313,502
Total funding target for all participants2016-12-31206,554,147
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3113,701,301
Amount remaining of prefunding balance2016-12-3113,701,301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of prefunding at beginning of current year2016-12-3113,401,243
Total employer contributions2016-12-3152,225,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3148,202,093
Minimum required contributions for current year target normal cost2016-12-311,800,000
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,466,703
Additional cash requirement2016-12-311,466,703
Contributions allocatedtoward minimum required contributions for current year2016-12-3148,202,093
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013,502
Total number of active participants reported on line 7a of the Form 55002016-01-011,107
Number of retired or separated participants receiving benefits2016-01-011,260
Number of other retired or separated participants entitled to future benefits2016-01-01481
Total of all active and inactive participants2016-01-012,848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0195
Total participants2016-01-012,943
2015: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,571
Total number of active participants reported on line 7a of the Form 55002015-01-011,177
Number of retired or separated participants receiving benefits2015-01-011,205
Number of other retired or separated participants entitled to future benefits2015-01-011,026
Total of all active and inactive participants2015-01-013,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0194
Total participants2015-01-013,502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,640
Total number of active participants reported on line 7a of the Form 55002014-01-011,245
Number of retired or separated participants receiving benefits2014-01-011,148
Number of other retired or separated participants entitled to future benefits2014-01-011,087
Total of all active and inactive participants2014-01-013,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0191
Total participants2014-01-013,571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,692
Total number of active participants reported on line 7a of the Form 55002013-01-011,317
Number of retired or separated participants receiving benefits2013-01-011,093
Number of other retired or separated participants entitled to future benefits2013-01-011,141
Total of all active and inactive participants2013-01-013,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0189
Total participants2013-01-013,640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,792
Total number of active participants reported on line 7a of the Form 55002012-01-011,510
Number of retired or separated participants receiving benefits2012-01-011,007
Number of other retired or separated participants entitled to future benefits2012-01-011,102
Total of all active and inactive participants2012-01-013,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0173
Total participants2012-01-013,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,841
Total number of active participants reported on line 7a of the Form 55002011-01-011,644
Number of retired or separated participants receiving benefits2011-01-01984
Number of other retired or separated participants entitled to future benefits2011-01-011,097
Total of all active and inactive participants2011-01-013,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0167
Total participants2011-01-013,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,067
Total number of active participants reported on line 7a of the Form 55002009-01-011,986
Number of retired or separated participants receiving benefits2009-01-01873
Number of other retired or separated participants entitled to future benefits2009-01-01990
Total of all active and inactive participants2009-01-013,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0158
Total participants2009-01-013,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0161

Financial Data on INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN

Measure Date Value
2018 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-04$-15,021,835
Total unrealized appreciation/depreciation of assets2018-12-04$-15,021,835
Total transfer of assets from this plan2018-12-04$224,417,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-04$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-04$243,329
Total income from all sources (including contributions)2018-12-04$-12,519,026
Total of all expenses incurred2018-12-04$11,762,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-04$10,895,351
Value of total assets at end of year2018-12-04$0
Value of total assets at beginning of year2018-12-04$248,942,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-04$867,371
Total interest from all sources2018-12-04$2,560,827
Total dividends received (eg from common stock, registered investment company shares)2018-12-04$333,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-04Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-04$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-04$333,791
Administrative expenses professional fees incurred2018-12-04$141,423
Was this plan covered by a fidelity bond2018-12-04Yes
Value of fidelity bond cover2018-12-04$20,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-040
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-04$0
Minimum employer required contribution for this plan year2018-12-04$0
Amount contributed by the employer to the plan for this plan year2018-12-04$0
Were there any nonexempt tranactions with any party-in-interest2018-12-04No
Assets. Other investments not covered elsewhere at end of year2018-12-04$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-04$-1,751,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-04$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-04$243,329
Other income not declared elsewhere2018-12-04$92,792
Administrative expenses (other) incurred2018-12-04$215,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-04No
Value of net income/loss2018-12-04$-24,281,748
Value of net assets at end of year (total assets less liabilities)2018-12-04$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-04$248,699,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-04No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-04No
Were any leases to which the plan was party in default or uncollectible2018-12-04No
Assets. partnership/joint venture interests at end of year2018-12-04$0
Assets. partnership/joint venture interests at beginning of year2018-12-04$14,754,100
Investment advisory and management fees2018-12-04$453,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-04$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-04$21,215,732
Income. Interest from US Government securities2018-12-04$1,520,126
Income. Interest from corporate debt instruments2018-12-04$1,030,040
Value of interest in common/collective trusts at end of year2018-12-04$0
Value of interest in common/collective trusts at beginning of year2018-12-04$18,840,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-04$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-04$2,473,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-04$2,473,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-04$10,661
Assets. Value of investments in 103.12 investment entities at end of year2018-12-04$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-04$92,638,877
Asset value of US Government securities at end of year2018-12-04$0
Asset value of US Government securities at beginning of year2018-12-04$77,978,384
Net investment gain or loss from common/collective trusts2018-12-04$1,103,101
Net gain/loss from 103.12 investment entities2018-12-04$-1,587,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-04Yes
Was there a failure to transmit to the plan any participant contributions2018-12-04No
Has the plan failed to provide any benefit when due under the plan2018-12-04No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-04$10,895,351
Asset. Corporate debt instrument preferred debt at end of year2018-12-04$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-04$1,943,952
Asset. Corporate debt instrument debt (other) at end of year2018-12-04$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-04$20,849,712
Contract administrator fees2018-12-04$56,577
Did the plan have assets held for investment2018-12-04Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-04No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-04Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-04Yes
Opinion of an independent qualified public accountant for this plan2018-12-04Disclaimer
Accountancy firm name2018-12-04BKD, LLP
Accountancy firm EIN2018-12-04440160260
2017 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$10,930,776
Total unrealized appreciation/depreciation of assets2017-12-31$10,930,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$243,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$161,270
Total income from all sources (including contributions)2017-12-31$24,185,815
Total of all expenses incurred2017-12-31$11,530,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,667,113
Value of total assets at end of year2017-12-31$248,942,812
Value of total assets at beginning of year2017-12-31$236,205,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$863,719
Total interest from all sources2017-12-31$2,270,092
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$993,809
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$993,809
Administrative expenses professional fees incurred2017-12-31$160,365
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$-1,751,387
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,700,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$52,225,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$243,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$161,270
Other income not declared elsewhere2017-12-31$851
Administrative expenses (other) incurred2017-12-31$203,068
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$12,654,983
Value of net assets at end of year (total assets less liabilities)2017-12-31$248,699,483
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$236,044,500
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
Assets. partnership/joint venture interests at end of year2017-12-31$14,754,100
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$356,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,215,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$43,611,570
Income. Interest from US Government securities2017-12-31$1,203,464
Income. Interest from corporate debt instruments2017-12-31$1,051,368
Value of interest in common/collective trusts at end of year2017-12-31$18,840,035
Value of interest in common/collective trusts at beginning of year2017-12-31$43,638,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,473,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,147,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,147,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,260
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$92,638,877
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$56,890,901
Asset value of US Government securities at end of year2017-12-31$77,978,384
Asset value of US Government securities at beginning of year2017-12-31$16,560,103
Net investment gain or loss from common/collective trusts2017-12-31$9,063,211
Net gain/loss from 103.12 investment entities2017-12-31$927,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,667,113
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$1,943,952
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$1,264,711
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$20,849,712
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$17,166,950
Contract administrator fees2017-12-31$143,805
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,418,864
Total unrealized appreciation/depreciation of assets2016-12-31$1,418,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$161,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$66,746,279
Total of all expenses incurred2016-12-31$40,087,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,862,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$52,225,000
Value of total assets at end of year2016-12-31$236,205,770
Value of total assets at beginning of year2016-12-31$209,385,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,224,950
Total interest from all sources2016-12-31$1,568,223
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,456,458
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$1,456,458
Administrative expenses professional fees incurred2016-12-31$476,645
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,700,534
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,862,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$52,225,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$161,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$332
Administrative expenses (other) incurred2016-12-31$1,129,578
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$26,659,219
Value of net assets at end of year (total assets less liabilities)2016-12-31$236,044,500
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$209,385,281
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$397,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$43,611,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$56,233,787
Interest earned on other investments2016-12-31$99,987
Income. Interest from US Government securities2016-12-31$585,680
Income. Interest from corporate debt instruments2016-12-31$882,556
Value of interest in common/collective trusts at end of year2016-12-31$43,638,802
Value of interest in common/collective trusts at beginning of year2016-12-31$52,074,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,147,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$918,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$918,249
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$56,890,901
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$59,108,804
Asset value of US Government securities at end of year2016-12-31$16,560,103
Asset value of US Government securities at beginning of year2016-12-31$25,883,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,406,355
Net investment gain or loss from common/collective trusts2016-12-31$1,671,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$52,225,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,862,110
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$1,264,711
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,967,080
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$17,166,950
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$11,337,358
Contract administrator fees2016-12-31$220,767
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,803,833
Total unrealized appreciation/depreciation of assets2015-12-31$-5,803,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-4,818,841
Total loss/gain on sale of assets2015-12-31$1,561,501
Total of all expenses incurred2015-12-31$10,949,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,880,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$209,385,281
Value of total assets at beginning of year2015-12-31$225,153,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,068,674
Total interest from all sources2015-12-31$2,465,130
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,871,473
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$1,871,473
Administrative expenses professional fees incurred2015-12-31$226,492
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,862,068
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$7,022
Administrative expenses (other) incurred2015-12-31$777,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,768,351
Value of net assets at end of year (total assets less liabilities)2015-12-31$209,385,281
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$225,153,632
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$14,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$56,233,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$118,888,649
Interest earned on other investments2015-12-31$75,699
Income. Interest from US Government securities2015-12-31$1,167,356
Income. Interest from corporate debt instruments2015-12-31$1,221,886
Value of interest in common/collective trusts at end of year2015-12-31$52,074,352
Value of interest in common/collective trusts at beginning of year2015-12-31$59,589,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$918,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,194,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,194,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$189
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$59,108,804
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$44,480,400
Asset value of US Government securities at end of year2015-12-31$25,883,583
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,710,323
Net investment gain or loss from common/collective trusts2015-12-31$-735,817
Net gain/loss from 103.12 investment entities2015-12-31$-1,473,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,880,836
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,967,080
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$11,337,358
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$50,192
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
Aggregate proceeds on sale of assets2015-12-31$1,561,501
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$18,817,661
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,055,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,155,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$225,153,632
Value of total assets at beginning of year2014-12-31$216,391,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$900,027
Total interest from all sources2014-12-31$311
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,790,655
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$3,790,655
Administrative expenses professional fees incurred2014-12-31$250,912
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
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-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$3,224
Other income not declared elsewhere2014-12-31$17,498
Administrative expenses (other) incurred2014-12-31$605,626
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$8,762,536
Value of net assets at end of year (total assets less liabilities)2014-12-31$225,153,632
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$216,391,096
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
Investment advisory and management fees2014-12-31$160
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$118,888,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$59,589,844
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,194,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$311
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$44,480,400
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$216,391,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,337,000
Net investment gain or loss from common/collective trusts2014-12-31$2,675,265
Net gain/loss from 103.12 investment entities2014-12-31$1,996,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,155,098
Contract administrator fees2014-12-31$43,329
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,068,709
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$26,874,453
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,153,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,614,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$216,391,096
Value of total assets at beginning of year2013-12-31$204,670,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$538,770
Total interest from all sources2013-12-31$1,712,519
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,950
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$3,172
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$19,641,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$394,768
Administrative expenses (other) incurred2013-12-31$538,770
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$32,450,000
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$11,720,742
Value of net assets at end of year (total assets less liabilities)2013-12-31$216,391,096
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$204,670,354
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,315,226
Interest earned on other investments2013-12-31$1,712,519
Value of interest in master investment trust accounts at end of year2013-12-31$216,391,096
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,428,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,428,621
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$21,993,059
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$35,432,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,357,863
Net gain/loss from 103.12 investment entities2013-12-31$11,735,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$32,450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,614,941
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$9,502,690
Contract administrator fees2013-12-31$71,565
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$71,511,915
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$9,784,365
Total unrealized appreciation/depreciation of assets2012-12-31$9,784,365
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$212,439
Total income from all sources (including contributions)2012-12-31$49,250,092
Total loss/gain on sale of assets2012-12-31$654,200
Total of all expenses incurred2012-12-31$9,779,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,870,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,450,000
Value of total assets at end of year2012-12-31$204,670,354
Value of total assets at beginning of year2012-12-31$165,411,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$908,897
Total interest from all sources2012-12-31$1,684,332
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,586,580
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$23,771
Administrative expenses professional fees incurred2012-12-31$266,897
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$19,641,972
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$18,325,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$394,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$405,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$212,439
Other income not declared elsewhere2012-12-31$678,263
Administrative expenses (other) incurred2012-12-31$344,541
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$39,470,998
Value of net assets at end of year (total assets less liabilities)2012-12-31$204,670,354
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$165,199,356
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
Investment advisory and management fees2012-12-31$297,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,315,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,221,018
Interest earned on other investments2012-12-31$160,294
Income. Interest from US Government securities2012-12-31$1,096,354
Income. Interest from corporate debt instruments2012-12-31$425,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,428,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,642,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,642,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,683
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$21,993,059
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$20,816,989
Asset value of US Government securities at end of year2012-12-31$35,432,103
Asset value of US Government securities at beginning of year2012-12-31$31,606,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,236,282
Net gain/loss from 103.12 investment entities2012-12-31$1,176,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$32,450,000
Employer contributions (assets) at end of year2012-12-31$32,450,000
Employer contributions (assets) at beginning of year2012-12-31$19,120,000
Income. Dividends from common stock2012-12-31$1,562,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,870,197
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$9,502,690
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$9,151,409
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$71,511,915
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$55,122,320
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
Aggregate proceeds on sale of assets2012-12-31$27,148,700
Aggregate carrying amount (costs) on sale of assets2012-12-31$26,494,500
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,402,026
Total unrealized appreciation/depreciation of assets2011-12-31$-2,402,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$212,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$20,471,889
Total loss/gain on sale of assets2011-12-31$-953,298
Total of all expenses incurred2011-12-31$7,945,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,835,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,940,245
Value of total assets at end of year2011-12-31$165,411,795
Value of total assets at beginning of year2011-12-31$152,673,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,109,646
Total interest from all sources2011-12-31$1,880,013
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,284,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$128,628
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$18,325,660
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$17,349,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$405,591
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$434,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$212,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$9,738
Administrative expenses (other) incurred2011-12-31$687,677
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$12,526,254
Value of net assets at end of year (total assets less liabilities)2011-12-31$165,199,356
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$152,673,102
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$293,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,221,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,806,545
Interest earned on other investments2011-12-31$161,795
Income. Interest from US Government securities2011-12-31$1,174,523
Income. Interest from corporate debt instruments2011-12-31$505,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,642,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,008,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,008,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$38,046
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$20,816,989
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$21,689,557
Asset value of US Government securities at end of year2011-12-31$31,606,725
Asset value of US Government securities at beginning of year2011-12-31$28,934,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-414,874
Net gain/loss from 103.12 investment entities2011-12-31$-872,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$21,940,245
Employer contributions (assets) at end of year2011-12-31$19,120,000
Employer contributions (assets) at beginning of year2011-12-31$2,885,754
Income. Dividends from common stock2011-12-31$1,284,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,835,989
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$9,151,409
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$9,141,464
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$55,122,320
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$58,422,886
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$84,249,356
Aggregate carrying amount (costs) on sale of assets2011-12-31$85,202,654
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,742,443
Total unrealized appreciation/depreciation of assets2010-12-31$8,742,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$70,907
Total income from all sources (including contributions)2010-12-31$20,666,901
Total loss/gain on sale of assets2010-12-31$291,594
Total of all expenses incurred2010-12-31$7,712,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,202,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,143,508
Value of total assets at end of year2010-12-31$152,673,102
Value of total assets at beginning of year2010-12-31$139,790,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,510,481
Total interest from all sources2010-12-31$1,462,177
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,451,912
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$471,042
Administrative expenses professional fees incurred2010-12-31$560,132
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$17,349,891
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$13,117,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$434,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$473,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$70,907
Other income not declared elsewhere2010-12-31$127,291
Administrative expenses (other) incurred2010-12-31$678,943
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$12,953,991
Value of net assets at end of year (total assets less liabilities)2010-12-31$152,673,102
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$139,719,111
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$271,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,806,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,956,604
Income. Interest from US Government securities2010-12-31$1,028,605
Income. Interest from corporate debt instruments2010-12-31$427,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,008,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,728,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,728,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,157
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$21,689,557
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$17,269,098
Asset value of US Government securities at end of year2010-12-31$28,934,454
Asset value of US Government securities at beginning of year2010-12-31$27,892,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,027,487
Net gain/loss from 103.12 investment entities2010-12-31$1,420,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$6,143,508
Employer contributions (assets) at end of year2010-12-31$2,885,754
Employer contributions (assets) at beginning of year2010-12-31$8,477,178
Income. Dividends from common stock2010-12-31$980,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,202,429
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$9,141,464
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$8,811,953
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$58,422,886
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$59,062,115
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$47,443,960
Aggregate carrying amount (costs) on sale of assets2010-12-31$47,152,366
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN

2018: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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