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INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 401k Plan overview

Plan NameINDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN
Plan identification number 003

INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01ANN MCGUIRE
0032013-01-01ANN MCGUIRE
0032012-01-01ANN MCGUIRE
0032011-01-01ANN MCGUIRE
0032009-01-01ANN MCGUIRE
0032009-01-01ANN MCGUIRE
0032009-01-01ANN MCGUIRE

Plan Statistics for INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN

401k plan membership statisitcs for INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN

Measure Date Value
2014: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,244
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,706
Total number of active participants reported on line 7a of the Form 55002013-01-013,151
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01401
Total of all active and inactive participants2013-01-013,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,554
Number of participants with account balances2013-01-012,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,829
Total number of active participants reported on line 7a of the Form 55002012-01-012,274
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01432
Total of all active and inactive participants2012-01-012,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,706
Number of participants with account balances2012-01-012,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,367
Total number of active participants reported on line 7a of the Form 55002011-01-012,478
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01331
Total of all active and inactive participants2011-01-012,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,809
Number of participants with account balances2011-01-012,809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,229
Total number of active participants reported on line 7a of the Form 55002009-01-012,844
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012,384
Total of all active and inactive participants2009-01-015,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-015,229
Number of participants with account balances2009-01-015,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN

Measure Date Value
2014 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total transfer of assets to this plan2014-07-31$1,266,581
Total transfer of assets from this plan2014-07-31$84,826,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total income from all sources (including contributions)2014-07-31$2,420,271
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$6,066,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$6,062,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$0
Value of total assets at end of year2014-07-31$0
Value of total assets at beginning of year2014-07-31$87,206,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$3,391
Total interest from all sources2014-07-31$446,079
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$339,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-07-31$339,145
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$20,000,000
If this is an individual account plan, was there a blackout period2014-07-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Participant contributions at end of year2014-07-31$0
Participant contributions at beginning of year2014-07-31$710,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$-3,645,954
Value of net assets at end of year (total assets less liabilities)2014-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$87,206,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$58,070,519
Interest on participant loans2014-07-31$17,876
Interest earned on other investments2014-07-31$428,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-07-31$28,425,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-07-31$1,635,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31No
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$6,062,834
Contract administrator fees2014-07-31$3,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-07-31Yes
Did the plan have assets held for investment2014-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31Yes
Opinion of an independent qualified public accountant for this plan2014-07-31Disclaimer
Accountancy firm name2014-07-31ERNST & YOUNG LLP
Accountancy firm EIN2014-07-31346565596
2013 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2013 401k financial data
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$18,189,316
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,637,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,628,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,661,567
Value of total assets at end of year2013-12-31$87,206,213
Value of total assets at beginning of year2013-12-31$74,654,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,094
Total interest from all sources2013-12-31$2,378,444
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,301,199
Participant contributions at end of year2013-12-31$710,500
Participant contributions at beginning of year2013-12-31$1,424,213
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$252,315
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$360,368
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$12,552,171
Value of net assets at end of year (total assets less liabilities)2013-12-31$87,206,213
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$74,654,042
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$58,070,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$48,322,479
Interest on participant loans2013-12-31$24,242
Interest earned on other investments2013-12-31$2,354,202
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$16,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$16,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$28,425,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$24,638,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,149,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,628,051
Contract administrator fees2013-12-31$9,094
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. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$0
Total income from all sources (including contributions)2012-12-31$13,635,202
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,903,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,900,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,967,001
Value of total assets at end of year2012-12-31$74,654,042
Value of total assets at beginning of year2012-12-31$64,922,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,807
Total interest from all sources2012-12-31$808,460
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$253,783
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$253,783
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,350,878
Participant contributions at end of year2012-12-31$1,424,213
Participant contributions at beginning of year2012-12-31$1,394,458
Participant contributions at end of year2012-12-31$252,315
Participant contributions at beginning of year2012-12-31$181,233
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$616,123
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$9,731,246
Value of net assets at end of year (total assets less liabilities)2012-12-31$74,654,042
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$64,922,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$48,322,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,477,245
Interest on participant loans2012-12-31$36,001
Interest earned on other investments2012-12-31$772,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$16,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$35,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$35,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$24,638,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$21,834,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,605,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,900,149
Contract administrator fees2012-12-31$3,807
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$6,632,657
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,582,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,579,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,817,858
Value of total assets at end of year2011-12-31$64,949,770
Value of total assets at beginning of year2011-12-31$63,899,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,383
Total interest from all sources2011-12-31$291,270
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$479,266
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,212,503
Participant contributions at end of year2011-12-31$1,394,458
Participant contributions at beginning of year2011-12-31$1,157,258
Participant contributions at end of year2011-12-31$208,207
Participant contributions at beginning of year2011-12-31$8,786
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$605,355
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$1,049,901
Value of net assets at end of year (total assets less liabilities)2011-12-31$64,949,770
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,899,869
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,672,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,886,260
Value of interest in pooled separate accounts at end of year2011-12-31$22,804,611
Value of interest in pooled separate accounts at beginning of year2011-12-31$25,803,996
Interest on participant loans2011-12-31$30,781
Interest earned on other investments2011-12-31$260,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$35,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$21,834,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,003,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,381,221
Net investment gain/loss from pooled separate accounts2011-12-31$904,750
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
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$18,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,579,373
Contract administrator fees2011-12-31$3,383
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2,835,570
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$0
Total income from all sources (including contributions)2010-12-31$8,282,513
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,338,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,336,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,086,412
Value of total assets at end of year2010-12-31$27,663,678
Value of total assets at beginning of year2010-12-31$17,883,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,450
Total interest from all sources2010-12-31$207,928
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$422,833
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$422,833
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,098,809
Participant contributions at end of year2010-12-31$378,251
Participant contributions at beginning of year2010-12-31$118,238
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$987,603
Administrative expenses (other) incurred2010-12-31$13
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$6,944,189
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,663,678
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,883,919
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,886,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,373,224
Value of interest in pooled separate accounts at end of year2010-12-31$1,269,157
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$6,707
Interest earned on other investments2010-12-31$201,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$21,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,108,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,382,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,565,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,336,874
Contract administrator fees2010-12-31$1,437
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) 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. 403(B) PLAN

2014: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) 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 filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL, INC. 403(B) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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