INDIANA UNIVERSITY HEALTH, INC. has sponsored the creation of one or more 401k plans.
Additional information about INDIANA UNIVERSITY HEALTH, INC.
| Measure | Date | Value |
|---|
| 2023 : IU HEALTH 401(K) SAVINGS PLAN 2023 401k financial data |
|---|
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $659,020 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $591,760 |
| Total income from all sources (including contributions) | 2023-12-31 | $934,642,510 |
| Total of all expenses incurred | 2023-12-31 | $272,265,006 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $269,563,031 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $343,898,748 |
| Value of total assets at end of year | 2023-12-31 | $3,907,792,365 |
| Value of total assets at beginning of year | 2023-12-31 | $3,245,347,601 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $2,701,975 |
| Total interest from all sources | 2023-12-31 | $427 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $2,860,383 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $2,860,383 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $209,667,477 |
| Participant contributions at end of year | 2023-12-31 | $9,709 |
| Participant contributions at beginning of year | 2023-12-31 | $10,464 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $19,319,768 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $659,020 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $591,760 |
| Administrative expenses (other) incurred | 2023-12-31 | $66,045 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $662,377,504 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,907,133,345 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,244,755,841 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $2,635,930 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $337,286,398 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $390,067,254 |
| Interest on participant loans | 2023-12-31 | $427 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $3,566,239,968 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $2,852,247,965 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $195,124,204 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $392,758,748 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $114,911,503 |
| Employer contributions (assets) at end of year | 2023-12-31 | $4,256,290 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $3,021,918 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $269,563,031 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | FORVIS MAZARS US, LLP |
| Accountancy firm EIN | 2023-12-31 | 440160260 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $659,020 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $591,760 |
| Total income from all sources (including contributions) | 2023-01-01 | $934,642,510 |
| Total of all expenses incurred | 2023-01-01 | $272,265,006 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $269,563,031 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $343,898,748 |
| Value of total assets at end of year | 2023-01-01 | $3,907,792,365 |
| Value of total assets at beginning of year | 2023-01-01 | $3,245,347,601 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $2,701,975 |
| Total interest from all sources | 2023-01-01 | $427 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $2,860,383 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $2,860,383 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $209,667,477 |
| Participant contributions at end of year | 2023-01-01 | $9,709 |
| Participant contributions at beginning of year | 2023-01-01 | $10,464 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $19,319,768 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $659,020 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $591,760 |
| Administrative expenses (other) incurred | 2023-01-01 | $66,045 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $662,377,504 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $3,907,133,345 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $3,244,755,841 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $2,635,930 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $337,286,398 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $390,067,254 |
| Interest on participant loans | 2023-01-01 | $427 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $3,566,239,968 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $2,852,247,965 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $195,124,204 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $392,758,748 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $114,911,503 |
| Employer contributions (assets) at end of year | 2023-01-01 | $4,256,290 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $3,021,918 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $269,563,031 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FORVIS MAZARS US, LLP |
| Accountancy firm EIN | 2023-01-01 | 440160260 |
| 2022 : IU HEALTH 401(K) SAVINGS PLAN 2022 401k financial data |
|---|
| Total transfer of assets to this plan | 2022-12-31 | $894,829,468 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $591,760 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $968,410 |
| Total income from all sources (including contributions) | 2022-12-31 | $-278,109,243 |
| Total of all expenses incurred | 2022-12-31 | $254,972,032 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $251,987,716 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $346,070,160 |
| Value of total assets at end of year | 2022-12-31 | $3,245,347,601 |
| Value of total assets at beginning of year | 2022-12-31 | $2,883,976,058 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,984,316 |
| Total interest from all sources | 2022-12-31 | $459 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $8,012,923 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $8,012,923 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $213,368,038 |
| Participant contributions at end of year | 2022-12-31 | $10,464 |
| Participant contributions at beginning of year | 2022-12-31 | $11,188 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $15,942,654 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $591,760 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $968,410 |
| Administrative expenses (other) incurred | 2022-12-31 | $77,040 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-533,081,275 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,244,755,841 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,883,007,648 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $2,907,276 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $390,067,254 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $351,998,953 |
| Interest on participant loans | 2022-12-31 | $459 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,852,247,965 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,531,726,571 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-222,508,315 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-409,684,470 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $116,759,468 |
| Employer contributions (assets) at end of year | 2022-12-31 | $3,021,918 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $239,346 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $251,987,716 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FORVIS LLP |
| Accountancy firm EIN | 2022-12-31 | 440160260 |
| Total transfer of assets to this plan | 2022-01-01 | $894,829,468 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $591,760 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $968,410 |
| Total income from all sources (including contributions) | 2022-01-01 | $-278,109,243 |
| Total of all expenses incurred | 2022-01-01 | $254,972,032 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $251,987,716 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $346,070,160 |
| Value of total assets at end of year | 2022-01-01 | $3,245,347,601 |
| Value of total assets at beginning of year | 2022-01-01 | $2,883,976,058 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,984,316 |
| Total interest from all sources | 2022-01-01 | $459 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $8,012,923 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $8,012,923 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $213,368,038 |
| Participant contributions at end of year | 2022-01-01 | $10,464 |
| Participant contributions at beginning of year | 2022-01-01 | $11,188 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $15,942,654 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $591,760 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $968,410 |
| Administrative expenses (other) incurred | 2022-01-01 | $77,040 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-533,081,275 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,244,755,841 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,883,007,648 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $2,907,276 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $390,067,254 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $351,998,953 |
| Interest on participant loans | 2022-01-01 | $459 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $2,852,247,965 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $2,531,726,571 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-222,508,315 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-409,684,470 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $116,759,468 |
| Employer contributions (assets) at end of year | 2022-01-01 | $3,021,918 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $239,346 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $251,987,716 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FORVIS LLP |
| Accountancy firm EIN | 2022-01-01 | 440160260 |
| 2021 : IU HEALTH 401(K) SAVINGS PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $968,410 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $820,202 |
| Total income from all sources (including contributions) | 2021-12-31 | $590,214,142 |
| Total of all expenses incurred | 2021-12-31 | $215,685,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $211,772,367 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $230,292,398 |
| Value of total assets at end of year | 2021-12-31 | $2,883,976,058 |
| Value of total assets at beginning of year | 2021-12-31 | $2,509,298,942 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,912,867 |
| Total interest from all sources | 2021-12-31 | $696 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $22,271,303 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $22,271,303 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $137,754,449 |
| Participant contributions at end of year | 2021-12-31 | $11,188 |
| Participant contributions at beginning of year | 2021-12-31 | $20,710 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $15,690,125 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $968,410 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $820,202 |
| Other income not declared elsewhere | 2021-12-31 | $153,991 |
| Administrative expenses (other) incurred | 2021-12-31 | $219,117 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $374,528,908 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,883,007,648 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,508,478,740 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $3,693,750 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $351,998,953 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,109,261,861 |
| Interest on participant loans | 2021-12-31 | $696 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,531,726,571 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,358,002,554 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $114,080,231 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $223,415,523 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $76,847,824 |
| Employer contributions (assets) at end of year | 2021-12-31 | $239,346 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $42,013,817 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $211,772,367 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | FORVIS |
| Accountancy firm EIN | 2021-12-31 | 440160260 |
| 2020 : IU HEALTH 401(K) SAVINGS PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $820,202 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $740,147 |
| Total income from all sources (including contributions) | 2020-12-31 | $587,659,662 |
| Total of all expenses incurred | 2020-12-31 | $192,725,255 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $189,592,476 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $266,795,621 |
| Value of total assets at end of year | 2020-12-31 | $2,509,298,942 |
| Value of total assets at beginning of year | 2020-12-31 | $2,114,284,480 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,132,779 |
| Total interest from all sources | 2020-12-31 | $784 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $22,730,789 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $22,730,789 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2020-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $119,548,315 |
| Participant contributions at end of year | 2020-12-31 | $20,710 |
| Participant contributions at beginning of year | 2020-12-31 | $21,459 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $36,651,162 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $820,202 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $740,147 |
| Other income not declared elsewhere | 2020-12-31 | $175,883 |
| Administrative expenses (other) incurred | 2020-12-31 | $987,281 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $394,934,407 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,508,478,740 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,113,544,333 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $2,145,498 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,109,261,861 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $911,864,714 |
| Interest on participant loans | 2020-12-31 | $784 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,358,002,554 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,162,812,439 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $139,166,687 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $158,789,898 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $110,596,144 |
| Employer contributions (assets) at end of year | 2020-12-31 | $42,013,817 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $39,585,868 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $189,592,476 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BKD LLP |
| Accountancy firm EIN | 2020-12-31 | 440160260 |
| 2019 : IU HEALTH 401(K) SAVINGS PLAN 2019 401k financial data |
|---|
| Total transfer of assets to this plan | 2019-12-31 | $2,326,354 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $740,147 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $681,465 |
| Total income from all sources (including contributions) | 2019-12-31 | $692,274,048 |
| Total of all expenses incurred | 2019-12-31 | $174,213,281 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $171,370,232 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $339,897,155 |
| Value of total assets at end of year | 2019-12-31 | $2,114,284,480 |
| Value of total assets at beginning of year | 2019-12-31 | $1,593,838,677 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,843,049 |
| Total interest from all sources | 2019-12-31 | $701 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $20,557,414 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $20,557,414 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $111,802,398 |
| Participant contributions at end of year | 2019-12-31 | $21,459 |
| Participant contributions at beginning of year | 2019-12-31 | $9,550 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $3,414,548 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $123,659,662 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $740,147 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $681,465 |
| Administrative expenses (other) incurred | 2019-12-31 | $797,458 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $518,060,767 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,113,544,333 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,593,157,212 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $2,045,591 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $911,864,714 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $677,088,872 |
| Interest on participant loans | 2019-12-31 | $701 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,162,812,439 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $872,681,532 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $220,617,931 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $111,200,847 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $104,435,095 |
| Employer contributions (assets) at end of year | 2019-12-31 | $39,585,868 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $40,644,175 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $171,370,232 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BKD LLP |
| Accountancy firm EIN | 2019-12-31 | 440160260 |
| 2018 : IU HEALTH 401(K) SAVINGS PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $681,465 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $652,841 |
| Total income from all sources (including contributions) | 2018-12-31 | $120,569,737 |
| Total of all expenses incurred | 2018-12-31 | $137,695,282 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $135,085,711 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $227,878,491 |
| Value of total assets at end of year | 2018-12-31 | $1,593,838,677 |
| Value of total assets at beginning of year | 2018-12-31 | $1,610,935,598 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,609,571 |
| Total interest from all sources | 2018-12-31 | $239 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $14,938,303 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $14,938,303 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $104,112,325 |
| Participant contributions at end of year | 2018-12-31 | $9,550 |
| Participant contributions at beginning of year | 2018-12-31 | $11,427 |
| Participant contributions at end of year | 2018-12-31 | $3,414,548 |
| Participant contributions at beginning of year | 2018-12-31 | $3,296,363 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $23,919,008 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $681,465 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $652,841 |
| Administrative expenses (other) incurred | 2018-12-31 | $666,638 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-17,125,545 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,593,157,212 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,610,282,757 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $1,942,933 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $677,088,872 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $707,166,619 |
| Interest on participant loans | 2018-12-31 | $239 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $872,681,532 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $883,618,024 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-59,493,556 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-62,753,740 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $99,847,158 |
| Employer contributions (assets) at end of year | 2018-12-31 | $40,644,175 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $16,843,165 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $135,085,711 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | BKD LLP |
| Accountancy firm EIN | 2018-12-31 | 440160260 |
| 2017 : IU HEALTH 401(K) SAVINGS PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $652,841 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $679,619 |
| Total income from all sources (including contributions) | 2017-12-31 | $420,962,199 |
| Total of all expenses incurred | 2017-12-31 | $110,047,889 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $107,708,004 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $189,580,786 |
| Value of total assets at end of year | 2017-12-31 | $1,610,935,598 |
| Value of total assets at beginning of year | 2017-12-31 | $1,300,048,066 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,339,885 |
| Total interest from all sources | 2017-12-31 | $410 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $12,148,124 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $12,148,124 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $96,843,959 |
| Participant contributions at end of year | 2017-12-31 | $11,427 |
| Participant contributions at end of year | 2017-12-31 | $3,296,363 |
| Participant contributions at beginning of year | 2017-12-31 | $3,022,194 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $19,833,710 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,288,888 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $652,841 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $679,619 |
| Administrative expenses (other) incurred | 2017-12-31 | $823,329 |
| Total non interest bearing cash at end of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $39,626 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $310,914,310 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,610,282,757 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,299,368,447 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $1,516,556 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $707,166,619 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,292,879,457 |
| Interest on participant loans | 2017-12-31 | $410 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $883,618,024 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $102,553,144 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $116,679,735 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $72,903,117 |
| Employer contributions (assets) at end of year | 2017-12-31 | $16,843,165 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $2,817,901 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $107,708,004 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | BKD LLP |
| Accountancy firm EIN | 2017-12-31 | 440160260 |
| 2016 : IU HEALTH 401(K) SAVINGS PLAN 2016 401k financial data |
|---|
| Total transfer of assets to this plan | 2016-12-31 | $9,607,837 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $679,619 |
| Total income from all sources (including contributions) | 2016-12-31 | $240,047,688 |
| Total of all expenses incurred | 2016-12-31 | $82,867,503 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $80,545,049 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $152,647,973 |
| Value of total assets at end of year | 2016-12-31 | $1,300,048,066 |
| Value of total assets at beginning of year | 2016-12-31 | $1,132,580,425 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,322,454 |
| Total interest from all sources | 2016-12-31 | $137 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $32,168,327 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $32,168,327 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $87,288,826 |
| Participant contributions at end of year | 2016-12-31 | $3,022,194 |
| Participant contributions at beginning of year | 2016-12-31 | $2,623,642 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $9,741,766 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,288,888 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $679,619 |
| Other income not declared elsewhere | 2016-12-31 | $1,625,906 |
| Administrative expenses (other) incurred | 2016-12-31 | $1,609,018 |
| Total non interest bearing cash at end of year | 2016-12-31 | $39,626 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $157,180,185 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,299,368,447 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,132,580,425 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $713,436 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,292,879,457 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,062,216,568 |
| Interest earned on other investments | 2016-12-31 | $137 |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $53,501,118 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $53,605,345 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $55,617,381 |
| Employer contributions (assets) at end of year | 2016-12-31 | $2,817,901 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $14,239,097 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $80,545,049 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | BKD LLP |
| Accountancy firm EIN | 2016-12-31 | 440160260 |
| 2015 : IU HEALTH 401(K) SAVINGS PLAN 2015 401k financial data |
|---|
| Total transfer of assets to this plan | 2015-12-31 | $380,172,212 |
| Total income from all sources (including contributions) | 2015-12-31 | $100,377,702 |
| Total of all expenses incurred | 2015-12-31 | $66,593,838 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $64,911,712 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $123,069,637 |
| Value of total assets at end of year | 2015-12-31 | $1,132,580,425 |
| Value of total assets at beginning of year | 2015-12-31 | $718,624,349 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,682,126 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $28,835,863 |
| 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 | $28,835,863 |
| 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 | $64,621,640 |
| Participant contributions at end of year | 2015-12-31 | $2,623,642 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,415,634 |
| Other income not declared elsewhere | 2015-12-31 | $800,500 |
| Administrative expenses (other) incurred | 2015-12-31 | $861,318 |
| 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 | $33,783,864 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,132,580,425 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $718,624,349 |
| 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 |
| Investment advisory and management fees | 2015-12-31 | $820,808 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,062,216,568 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $666,467,994 |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $53,501,118 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $46,601,123 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-52,973,454 |
| 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 | Yes |
| Contributions received in cash from employer | 2015-12-31 | $55,032,363 |
| Employer contributions (assets) at end of year | 2015-12-31 | $14,239,097 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $5,555,232 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $64,911,712 |
| 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 401(K) SAVINGS PLAN 2014 401k financial data |
|---|
| Total transfer of assets to this plan | 2014-12-31 | $3,552,328 |
| Total income from all sources (including contributions) | 2014-12-31 | $123,546,574 |
| Total of all expenses incurred | 2014-12-31 | $65,461,160 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $64,758,620 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $77,500,223 |
| Value of total assets at end of year | 2014-12-31 | $718,624,349 |
| Value of total assets at beginning of year | 2014-12-31 | $656,986,607 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $702,540 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $18,623,413 |
| 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 | $18,623,413 |
| 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 | $40,554,489 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,468,030 |
| Other income not declared elsewhere | 2014-12-31 | $199,484 |
| Administrative expenses (other) incurred | 2014-12-31 | $20,324 |
| 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 | $58,085,414 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $718,624,349 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $656,986,607 |
| 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 |
| Investment advisory and management fees | 2014-12-31 | $682,216 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $666,467,994 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $488,513,792 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $46,601,123 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $46,582,269 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $117,755,292 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $11,022,579 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $15,625,434 |
| 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 | $34,477,704 |
| Employer contributions (assets) at end of year | 2014-12-31 | $5,555,232 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $4,135,254 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $64,758,620 |
| 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 401(K) SAVINGS PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $143,382,730 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $49,408,528 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $48,684,687 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $43,864,670 |
| Value of total assets at end of year | 2013-12-31 | $656,986,607 |
| Value of total assets at beginning of year | 2013-12-31 | $563,012,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $723,841 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $16,746,379 |
| 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 | $16,746,379 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Administrative expenses (other) incurred | 2013-12-31 | $150,927 |
| 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 | $93,974,202 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $656,986,607 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $563,012,405 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $572,914 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $488,513,792 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $411,494,395 |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $46,582,269 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $47,807,361 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $117,755,292 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $98,608,372 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $52,942,991 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $30,037,754 |
| 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 | $43,864,670 |
| Employer contributions (assets) at end of year | 2013-12-31 | $4,135,254 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $5,102,277 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $48,684,687 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2013-12-31 | 346565596 |
| 2012 : IU HEALTH 401(K) SAVINGS PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 | $117,017,044 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $32,940,609 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $32,278,478 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $47,599,909 |
| Value of total assets at end of year | 2012-12-31 | $563,012,405 |
| Value of total assets at beginning of year | 2012-12-31 | $478,935,970 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $662,131 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $12,087,585 |
| 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 | $12,087,585 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $20,000,000 |
| 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 |
| Administrative expenses (other) incurred | 2012-12-31 | $160,196 |
| 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 | $84,076,435 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $563,012,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $478,935,970 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $501,935 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $411,494,395 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $345,276,711 |
| Value of interest in master investment trust accounts at end of year | 2012-12-31 | $47,807,361 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $44,922,152 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $98,608,372 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $84,118,484 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $42,212,097 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $13,539,510 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $47,599,909 |
| Employer contributions (assets) at end of year | 2012-12-31 | $5,102,277 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $4,618,623 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $32,278,478 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2012-12-31 | 346565596 |
| 2011 : IU HEALTH 401(K) SAVINGS PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 | $40,799,191 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $27,902,158 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $27,370,569 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $45,417,455 |
| Value of total assets at end of year | 2011-12-31 | $478,935,970 |
| Value of total assets at beginning of year | 2011-12-31 | $466,038,937 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $531,589 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $9,586,881 |
| 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 | $9,586,881 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $20,000,000 |
| 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 |
| Administrative expenses (other) incurred | 2011-12-31 | $145,288 |
| 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 | $12,897,033 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $478,935,970 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $466,038,937 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $386,301 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $345,276,711 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $335,723,248 |
| Value of interest in master investment trust accounts at end of year | 2011-12-31 | $44,922,152 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $48,529,454 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $84,118,484 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $77,400,614 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-17,908,572 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,783,647 |
| 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 | $45,417,455 |
| Employer contributions (assets) at end of year | 2011-12-31 | $4,618,623 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $4,385,621 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $27,370,569 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2011-12-31 | 346565596 |
| 2010 : IU HEALTH 401(K) SAVINGS PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 | $94,741,661 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $33,311,424 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $32,933,040 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $41,258,413 |
| Value of total assets at end of year | 2010-12-31 | $466,038,937 |
| Value of total assets at beginning of year | 2010-12-31 | $404,608,700 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $378,384 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $8,619,892 |
| 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 | $8,619,892 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $20,000,000 |
| 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 |
| Administrative expenses (other) incurred | 2010-12-31 | $159,139 |
| 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 | $61,430,237 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $466,038,937 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $404,608,700 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $219,245 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $335,723,248 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $286,502,208 |
| Value of interest in master investment trust accounts at end of year | 2010-12-31 | $48,529,454 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $48,738,581 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $77,400,614 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $64,997,765 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $31,900,225 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $10,105,244 |
| 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 | $41,258,413 |
| Employer contributions (assets) at end of year | 2010-12-31 | $4,385,621 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $4,370,146 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $32,933,040 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2010-12-31 | 346565596 |
| 2009 : IU HEALTH 401(K) SAVINGS 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 |
