IU HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IU HEALTH LA PORTE 403(B) PLAN
| Measure | Date | Value |
|---|
| 2016 : IU HEALTH LA PORTE 403(B) PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-10-14 | $2,790,381 |
| Total of all expenses incurred | 2016-10-14 | $56,260,380 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-10-14 | $56,228,754 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-10-14 | $1,043,584 |
| Value of total assets at end of year | 2016-10-14 | $0 |
| Value of total assets at beginning of year | 2016-10-14 | $53,469,999 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-10-14 | $31,626 |
| Total interest from all sources | 2016-10-14 | $10,238 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-10-14 | $360,704 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-10-14 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-10-14 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-10-14 | $360,704 |
| Was this plan covered by a fidelity bond | 2016-10-14 | Yes |
| Value of fidelity bond cover | 2016-10-14 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-10-14 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-10-14 | 0 |
| Minimum employer required contribution for this plan year | 2016-10-14 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-10-14 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-10-14 | No |
| Contributions received from participants | 2016-10-14 | $810,041 |
| Participant contributions at end of year | 2016-10-14 | $0 |
| Participant contributions at beginning of year | 2016-10-14 | $587,606 |
| Participant contributions at end of year | 2016-10-14 | $0 |
| Participant contributions at beginning of year | 2016-10-14 | $154,552 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-10-14 | $24,013 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-14 | No |
| Value of net income/loss | 2016-10-14 | $-53,469,999 |
| Value of net assets at end of year (total assets less liabilities) | 2016-10-14 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-10-14 | $53,469,999 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-10-14 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-10-14 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-10-14 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-10-14 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-10-14 | $52,259,757 |
| Interest on participant loans | 2016-10-14 | $10,238 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-10-14 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-10-14 | $429,805 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-10-14 | $429,805 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-10-14 | $1,375,855 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-10-14 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-10-14 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-10-14 | No |
| Contributions received in cash from employer | 2016-10-14 | $209,530 |
| Employer contributions (assets) at end of year | 2016-10-14 | $0 |
| Employer contributions (assets) at beginning of year | 2016-10-14 | $38,279 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-10-14 | $56,228,754 |
| Contract administrator fees | 2016-10-14 | $31,626 |
| Did the plan have assets held for investment | 2016-10-14 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-14 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-10-14 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-10-14 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-10-14 | Disclaimer |
| Accountancy firm name | 2016-10-14 | BKD LLP |
| Accountancy firm EIN | 2016-10-14 | 440160260 |
| 2015 : IU HEALTH LA PORTE 403(B) PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $5,665,396 |
| Total of all expenses incurred | 2015-12-31 | $4,316,632 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,266,667 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,247,466 |
| Value of total assets at end of year | 2015-12-31 | $53,469,999 |
| Value of total assets at beginning of year | 2015-12-31 | $52,121,235 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $49,965 |
| Total interest from all sources | 2015-12-31 | $48,561 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,626,336 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,626,336 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $4,804,384 |
| Participant contributions at end of year | 2015-12-31 | $587,606 |
| Participant contributions at beginning of year | 2015-12-31 | $1,225,281 |
| Participant contributions at end of year | 2015-12-31 | $154,552 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $179,569 |
| Other income not declared elsewhere | 2015-12-31 | $72,729 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $1,348,764 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $53,469,999 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $52,121,235 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $52,259,757 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $50,562,706 |
| Interest on participant loans | 2015-12-31 | $48,561 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $429,805 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $333,248 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $333,248 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,329,696 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,263,513 |
| Employer contributions (assets) at end of year | 2015-12-31 | $38,279 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,266,667 |
| Contract administrator fees | 2015-12-31 | $49,965 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | BKD LLP |
| Accountancy firm EIN | 2015-12-31 | 440160260 |
| 2014 : IU HEALTH LA PORTE 403(B) PLAN 2014 401k financial data |
|---|
| Total transfer of assets to this plan | 2014-12-31 | $426,502 |
| Total income from all sources (including contributions) | 2014-12-31 | $9,386,692 |
| Total of all expenses incurred | 2014-12-31 | $15,145,252 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $15,089,642 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $6,190,330 |
| Value of total assets at end of year | 2014-12-31 | $52,121,235 |
| Value of total assets at beginning of year | 2014-12-31 | $57,453,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $55,610 |
| Total interest from all sources | 2014-12-31 | $181,504 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,517,577 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,517,577 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $4,820,527 |
| Participant contributions at end of year | 2014-12-31 | $1,225,281 |
| Participant contributions at beginning of year | 2014-12-31 | $1,656,593 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $72,878 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-5,758,560 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $52,121,235 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $57,453,293 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $50,562,706 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $50,478,807 |
| Interest on participant loans | 2014-12-31 | $75,427 |
| Interest earned on other investments | 2014-12-31 | $106,077 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $333,248 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $5,304,992 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,497,281 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,296,925 |
| Employer contributions (assets) at end of year | 2014-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $12,901 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $15,089,642 |
| Contract administrator fees | 2014-12-31 | $55,610 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | BKD LLP |
| Accountancy firm EIN | 2014-12-31 | 440160260 |
| 2013 : IU HEALTH LA PORTE 403(B) PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets to this plan | 2013-12-31 | $68,946 |
| 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 | $15,567,867 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $4,707,008 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,627,034 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $18,153 |
| Value of total corrective distributions | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $7,378,987 |
| Value of total assets at end of year | 2013-12-31 | $57,453,293 |
| Value of total assets at beginning of year | 2013-12-31 | $46,523,488 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $61,821 |
| Total income from rents | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $222,399 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $690,445 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $690,445 |
| Administrative expenses professional fees incurred | 2013-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $0 |
| Contributions received from participants | 2013-12-31 | $5,370,389 |
| Participant contributions at end of year | 2013-12-31 | $1,656,593 |
| Participant contributions at beginning of year | 2013-12-31 | $1,492,661 |
| Participant contributions at end of year | 2013-12-31 | $0 |
| Participant contributions at beginning of year | 2013-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $550,432 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $2,124 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
| Other income not declared elsewhere | 2013-12-31 | $10,061 |
| Administrative expenses (other) incurred | 2013-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $10,860,859 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $57,453,293 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $46,523,488 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-12-31 | $0 |
| Investment advisory and management fees | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $50,478,807 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $40,306,162 |
| Interest on participant loans | 2013-12-31 | $79,970 |
| Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
| Interest earned on other investments | 2013-12-31 | $142,429 |
| Income. Interest from US Government securities | 2013-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $5,304,992 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $4,602,337 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,265,975 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,458,166 |
| Employer contributions (assets) at end of year | 2013-12-31 | $12,901 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $122,328 |
| Income. Dividends from preferred stock | 2013-12-31 | $0 |
| Income. Dividends from common stock | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,624,910 |
| Contract administrator fees | 2013-12-31 | $61,821 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | ERNST & YOUNG, LLP |
| Accountancy firm EIN | 2013-12-31 | 346565596 |
| 2012 : IU HEALTH LA PORTE 403(B) PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets to this plan | 2012-12-31 | $160,272 |
| Total transfer of assets from this plan | 2012-12-31 | $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 | $12,308,878 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $3,508,447 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,462,781 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of total corrective distributions | 2012-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $7,223,262 |
| Value of total assets at end of year | 2012-12-31 | $46,523,488 |
| Value of total assets at beginning of year | 2012-12-31 | $37,562,785 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $45,666 |
| Total income from rents | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $189,961 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $666,230 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $666,230 |
| Administrative expenses professional fees incurred | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $0 |
| Contributions received from participants | 2012-12-31 | $5,437,033 |
| Participant contributions at end of year | 2012-12-31 | $1,492,661 |
| Participant contributions at beginning of year | 2012-12-31 | $1,071,090 |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $171,586 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $1,937 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
| Other income not declared elsewhere | 2012-12-31 | $0 |
| Administrative expenses (other) incurred | 2012-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $8,800,431 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $46,523,488 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $37,562,785 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-12-31 | $0 |
| Investment advisory and management fees | 2012-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $40,306,162 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $32,571,496 |
| Interest on participant loans | 2012-12-31 | $63,986 |
| Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
| Interest earned on other investments | 2012-12-31 | $125,975 |
| Income. Interest from US Government securities | 2012-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $4,602,337 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,920,199 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,229,425 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,614,643 |
| Employer contributions (assets) at end of year | 2012-12-31 | $122,328 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
| Income. Dividends from preferred stock | 2012-12-31 | $0 |
| Income. Dividends from common stock | 2012-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,460,844 |
| Contract administrator fees | 2012-12-31 | $45,666 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2012-12-31 | 346565596 |
| 2011 : IU HEALTH LA PORTE 403(B) PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $129,563 |
| Total transfer of assets from this plan | 2011-12-31 | $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 | $6,685,682 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $3,883,237 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,820,694 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of total corrective distributions | 2011-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $7,410,435 |
| Value of total assets at end of year | 2011-12-31 | $37,562,785 |
| Value of total assets at beginning of year | 2011-12-31 | $34,630,777 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $62,543 |
| Total income from rents | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $156,155 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $577,989 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $577,989 |
| Administrative expenses professional fees incurred | 2011-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $0 |
| Contributions received from participants | 2011-12-31 | $5,506,114 |
| Participant contributions at end of year | 2011-12-31 | $1,071,090 |
| Participant contributions at beginning of year | 2011-12-31 | $850,230 |
| Participant contributions at end of year | 2011-12-31 | $0 |
| Participant contributions at beginning of year | 2011-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $349,753 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $2,780 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
| Other income not declared elsewhere | 2011-12-31 | $379 |
| Administrative expenses (other) incurred | 2011-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $2,802,445 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $37,562,785 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $34,630,777 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-12-31 | $0 |
| Investment advisory and management fees | 2011-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $32,571,496 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $30,616,396 |
| Interest on participant loans | 2011-12-31 | $49,476 |
| Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
| Interest earned on other investments | 2011-12-31 | $106,679 |
| Income. Interest from US Government securities | 2011-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,920,199 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $3,164,151 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,459,276 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,554,568 |
| Employer contributions (assets) at end of year | 2011-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
| Income. Dividends from preferred stock | 2011-12-31 | $0 |
| Income. Dividends from common stock | 2011-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,817,914 |
| Contract administrator fees | 2011-12-31 | $62,543 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2011-12-31 | 346565596 |
| 2010 : IU HEALTH LA PORTE 403(B) PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $344,245 |
| Total transfer of assets from this plan | 2010-12-31 | $0 |
| 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 | $11,039,018 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,651,099 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,608,705 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of total corrective distributions | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $7,208,165 |
| Value of total assets at end of year | 2010-12-31 | $34,630,777 |
| Value of total assets at beginning of year | 2010-12-31 | $24,898,613 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $42,394 |
| Total income from rents | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $117,300 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $461,536 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $461,536 |
| Administrative expenses professional fees incurred | 2010-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2010-12-31 | $0 |
| Contributions received from participants | 2010-12-31 | $5,236,469 |
| Participant contributions at end of year | 2010-12-31 | $850,230 |
| Participant contributions at beginning of year | 2010-12-31 | $437,806 |
| Participant contributions at end of year | 2010-12-31 | $0 |
| Participant contributions at beginning of year | 2010-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $504,767 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $9,848 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
| Other income not declared elsewhere | 2010-12-31 | $0 |
| Administrative expenses (other) incurred | 2010-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $9,387,919 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $34,630,777 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $24,898,613 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2010-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2010-12-31 | $0 |
| Investment advisory and management fees | 2010-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $30,616,396 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $22,051,665 |
| Interest on participant loans | 2010-12-31 | $35,153 |
| Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
| Interest earned on other investments | 2010-12-31 | $82,147 |
| Income. Interest from US Government securities | 2010-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $3,164,151 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,409,142 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,252,017 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,466,929 |
| Employer contributions (assets) at end of year | 2010-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
| Income. Dividends from preferred stock | 2010-12-31 | $0 |
| Income. Dividends from common stock | 2010-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,598,857 |
| Contract administrator fees | 2010-12-31 | $42,394 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2010-12-31 | 346565596 |
| 2009 : IU HEALTH LA PORTE 403(B) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
